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addresses » Data Entry (RSS)
  • Look up by zipcode

    Hi all, I am looking to improve our data entry speed and would like to implement a system that allows you to type in a zipcode and the city and state would automatically populate. If you have used systems that work well with Raiser's Edge, I would love to hear your ideas.
    Posted to Forum by Nora Macdonald on 05-09-2011
  • Biographical data change audit trail

    We are planning the roll-out of RE into our colleges, who will then maintain their alumni data. This does cause some concerns that changes may be made that are against our normal practice/policy and would like to track changes made in an audit report. Does anyone know if this is possible in RE, or how...
    Posted to Forum by Linda Forwood on 02-22-2011
  • Re: Business/Corps with Multiple Locations

    If we have a donation from or a reason to have 'branches' in RE, we give each their own record. If we have a parent co we link them to parent co. We soft credit as we deem appropriate. For us having separate records works the best for getting receipts/communications where they need to go. My...
    Posted to Forum by JoAnn Strommen on 11-01-2010
  • Business/Corps with Multiple Locations

    Hello fellow Raiser's Edge Users! What do you do about Business/Corporations/Organizations with mutiple locations? Do you create a new record for each location and then link them to a Parent Company? Do you only have one record per company, then list all the various locations under Alternative addresses...
    Posted to Forum by Susan Walsh on 10-29-2010
  • Adding phone number/email in the Ind Relationship

    I've noticed that if a phone number or email address is added to a relationship record while in the relationship window, it is not viewed on either record in the relationship. I've closed the records and reopened them, but the number is not on Bio 1 for either constituent. Shouldn't it show...
    Posted to Forum by Teresa Goddard on 05-26-2010
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