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  • Setting reminders for myself to run credit cards - advice?

    We are in the process of a capital campaign, and I am getting more and more gifts to be paid by credit card over a number of months or years. Of course, each has a different requested date (the first of the month, the 15th, quarterly, only on blue moons...). Other than manually creating Actions for each...
    Posted to Forum by Claire Meyler on 03-10-2009
  • Action Reminder

    Is there a way to set up an action reminder to be recurring on the same day each year and appear on the home page?
    Posted to Forum by Ruth Martin on 01-02-2009
  • Acknowledgement notification

    I am a new user of the Raiser's Edge and am looking for a way to quickly access from the Home Page which constituents need to receive acknowledgment letters for new gifts. I've added the Dashboard Panel that lists recent gifts but need a way for our Development Director to see who needs to receive...
    Posted to Forum by Lisa Armstrong on 08-15-2008
  • Actions disappeared

    We put the RE 7.6 patch into place and now our actions will not appear on the Home page. We created a case and found that this seems to be a data specific issue. Has anyone had this issue and if so was there anything you did that fixed it? Thanks!
    Posted to Forum by Susan Arrington on 02-24-2005
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