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...

Hi there, I'm about to work on queries to pull up the mailing list for this year's Holiday Direct Mail. But with every Direct Mail, we always have issues with multiple donors that share the same address. We don't want to send multiple letters to the same family. It looks rather bad when the...

Can anyone offer advice on the best approach to managing address changes? Ie: should we simply write over old addresses or use a previous/alternate indicator? We've got a small-size db (12,000 total with 1,500 annual donors) and have not been consistant in managing old address information thus far...

Our "home" addresses are linked between parent and student. When a student graduates, should the sharing link be broken? Should be keep the link and create a "college" address and make it primary?

I was able to use combination keys depressed at same time -- shift key and F2 key -- to automatically populate the primary addressee and primary salutation fields as well as the three different types of addressee/salutations which I currently use in the database (couples addressee, couples formal salutation...

Hello, I am in the process of doing a magazine mailing to my entire database and have been told to only send on magazine to each address. I'm looking for the quickest, least painful way to make this happen. In some cases there are 4 constituents per household. In the past, I've manually gone...

[quote user="Charmaine Desmeules"]This happens to our database a lot, especially if they are only moving a few blocks away. My solution is: go to ADDRESS tab, click on current address, go to Address in toolbar, copy/share address. You will now have 2 versions of the same address. I mark one...

Being in Florida our organization has many constituents with two (seasonal) addresses. I have the seasonal dates set-up, etc. in RE. How do others manage this obstacle relating to the postal regs for the folks with seasonal addresses? When I know I want the mailing to go to the southern address and yet...

We are having an issue with an export. We have a letter we are merging from the Export module. It appears that with Org records, in the address processing if there is a contact and that contact IS a constituent in their own right, it does NOT print the Org Name and Position but if the contact IS NOT...

Hi everyone, Recently the US Post Office in New Jersey implented a new guideline that states that all Apartments, Suites, Units, etc MUST be either placed as Address Line 1 above the actual street name OR they must be on the same line as the address. Example: Miss Jane Doe Apartment 4B 123 Main Street...