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Actions » solicitors (RSS)
  • Re: Globally Changing Solicitors in Actions

    Natalie - don't know that it's possible to do as global change or global add. From this KB solution it looks like people have had difficulty just changing them on the action. If info is the same on each action, it may be easiest to just do a global add of new action with new solicitor and delete...
    Posted to Forum by JoAnn Strommen on 10-20-2010
  • Globally Changing Solicitors in Actions

    One of our major gift officers recently left and I've been asked to migrate all her uncompleted actions to another officer. I went ahead and created an action query for the records I want to change, but I can't find a field that will allow me to actually change the solicitor when I go to do a...
    Posted to Forum by Natalie Apar on 10-20-2010
  • Tracking non-Development related prospects/contacts

    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...
    Posted to Forum by Teresa Goddard on 04-20-2010
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