One of our RE Users likes for her Action Reminders to appear on the Home Page. They are not showing up anymore and I have looked and her settings are correct for Action Reminders to show up and she has the settings correct on the actions so that they should appear on the Home Page. She recently got a...

We record reminders on the Action Tab. The procedure in our office is for the gift officer's assistant to record their reminders as an "Auto Remind". The GO's name is selected and "Notify using BOTH (Outlook and RE) is selected. The reminder, however, is sent as a meeting request...

What is the best way to track donor recognition levels, and track the recognition that has been attributed to the donor? For example, if a donor gives at the $50,000 level, we may offer them tours, logo use, special plaques, and I want to track in raiser's edge as soon as someone gives at that level...

If you have Queue you can set it up to email action reminder reports to staff and it wouldn't take any of the supervisor's time. Good luck, Josh

How can user prompted for his outstanding actions on his login onto RE? I want a pop-up message for any of his (user specific) outstanding action on his login onto RE. How can RE pop-up for my pending action(s) for which I was notified and assigned. Use of dashboard is totally different and optional...

Hi folks, thanks in advance for your help. My question is regarding action reminders. Does anyone know if there's a way to change the auto-reminder options in RE to minutes or hours, instead of days, week, or months? Currently, our gift officers set their reminders to notify in both Outlook and Raiser's...

Hello, I would like to have my action reminders pop up in my email system as well. Unfortunately we do not use Outlook, but Groupwise (7.0). Is this possible? Hopefully someopne can help me!!

We book pledges only if we have signed paperwork. We actually do many multi-year pledges. We use accrual accounting so the Revenue is counted when the pledge is received - not when the cash flow happens. We will accept pledges for up to 5 years in duration. (Anything further out than that I believe would...

Our Business Office uses an accounting system that does not talk to Raiser's Edge. We have several projects for which we raised money during the current fiscal year 2009, but the projects won't take place until fiscal year 2010 and are part of that year's budget. The Business Office defers...

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...