Hi, I'm a new user of RE and we've had so many hands in the system that I'm trying to research the best way to track prospects without purchasing the optional module. The module may be an option but right now I'm looking at Actions to track. Does anyone have good policy/procedures using...

Our Workforce and Economic Development department wants to track their clients/contacts in Raiser's Edge. I would like to know if there are other educational users out there that have broadened their use of RE to include non-Development related records. I believe these records could be related to...

Hi All, We've used actions to record all prospect contacts for years. With our campaign on the horizon my office would like to track around 30 specific prospects in detail and assign multiple solicitors with multiple tasks spread over time. So for example for one prospect the HOS should call for...

We have a new major gift team and they have asked that we create 3, 6, 9, 12, and 18 month strategies for their assigned prospects. We are using the proposals and actions to track individual actions. Does anyone else create these type of strategies and if so how/where do you manage them. Thanks for any...

Hello, we are gearing up to begin a capital campaign, and we anticipate having several volunteer solicitor "teams" that will be helping to solicit different donor segments in the community. How would you/could you/should you track their actions/solicitation activities in Raiser's Edge using...

My organization(an art museum) is trying to create a more stream-lined and effective method for prospect management in RE. I've been researching other organizations' moves management procedures, watched Drew Allen's very informative presentation, but I'm still left with some questions...

Hi all, I've been asked to produce a custom report for a fundraising team that includes prospect name, last action on record, next action(s) on the record, general prospect data fields (on Prosect tab) and proposal data fields (also on Prospect tab). After some research it seems it is not possible...

Has anyone developed guidelines for tracking actions and proposals when you are working with individuals who are individual prospects but also give through a (family) foundation? If you begin cultivation on the individual's record and then move to the foundation, do you move everything over to the...

Does anyone use the prospect module for moves management for their annual asks as well as for major gift proposals? We currently track our 1000 or so MG prospects through proposals and actions, but we are moving toward tracking the annual asks for these constituents as well as for other high end annual...

We are starting to implement a calculated moves management strategy at our college and want to track this well in RE. We do have the prospect module. Would anyone be willing to share strategic policies/procedures regarding tracking moves management with actions and the prospect tab? I am looking for...