Holly, Are you essentially asking/looking for a way to list recognition for orgs? Like you, we use a "recognition XX fund" addressee for individuals. For organizations, we use an alias listing. I have the same types in my table, ex: recognition XX fund and I just put in desired recognition...

Is there a Raisers Edge convention for fields with values of zero and minus one. In the Schema for the RE database, the "Notes" for these fields usually says something like: Is_Constituent In 0, -1 (default = -1) Primary_Addressee_Edit in 0, -1 (default = 0) while the "Description"...

[quote user="Bertha Norvor"] When we issue tax receipts to organizations, Canada Revenue Agency requires the receipt be addrssed in the name of the organization. However, we would like to use a specific Salutation for Organizations, but there is no Add/Sal tab on Organization record -- only...

Further to another post regarding Table Entry Definitions, a colleague and I had couple other ideas that we thought could be beneficial. - TABLE DEFINITIONS - At a higher level than the table entry definitions, have a synopsys of what the purpose of the table entries in a particular table should...

So a common issue that I have discovered working with Raiser’s Edge is that over time, people forget or don’t understand what the various table entries mean, and therefore start using them for reasons other than their intended purpose. Some of us do our best to document definitions in order to help...

I have a great spreadsheet that might provide some insight on gift processing times. This spreadsheet is from a nonprofit client of ours that was processing a large amount of gifts that came in from their lockbox provider. They are a large nonprofit that have experienced staff that used Raiser's...

Is there a way to tell the system to use the alias name in a letter or envelope? I have accounts set up as *.*, The with an alias of The *.*. When I try to make an envelope, I don't see anywhere you can use the alias so that the envelope reads properly. Am I missing something?

Corporations merge and change hands all of the time. Our rule of thumb is if the address is the same but they have merged and the company has a new name (on their checks, mind you, not just what they want to be recognized as - tons of banks and investment firms that donate to us place us in exactly this...

Hi Lee and Rose, You can also set your duplicate criteria to consider aliases by ticking the box in the lower left corner of the Configuration, Business Rules, Duplicate Criteria for either Individuals or Organizations and can use Options in that area to automatically check for duplicates. I hope that...

How does one search/use Aliases. I have just entered a new organization which is a numbered company that operates under a business name. I have entered the business name under 'Org Name" and in the 'Aliases' option I have added their numbered company name. I would like to be able to...