Setting an action to remind yourself or whoever is in charge of the event sounds like a good solution to me.

Does anyone have a guide for tracking subscriptions (museum quarterly guide? Newsletter?). Readership falls into three subscribers: Donors (who get the publication as a benefit), complimentary issues (media, public relations), and paid subscribers. It's the paid subscribers where I'm stuck. How...

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...

Thank you so much Sarah, this was most helpful! Liz

Hi there, I was wondering what ways do people use the Action tab in Raiser's Edge. My organization maybe getting into moves management. I was just wondering how people manage and approach this menu. Elizabeth

Glad to have you on board, Patty! Regarding policies and procedures manuals, there are several client documents on the forums that you can access by clicking the Client Document tag from the Popular Tags menu (right-side of the forums page). Within the Client Documents section, you can search on "procedures"...

In the nonprofit world it is imperative to maintain your donor base. Even from the Support side, we understand the importance of donors - especially recurring donors! RE has a very valuable tool that will provide you automated options with regards to Moves Management . RE Action Tracks allow you to establish...