I inherited the gift entry position in 2007 and basically enter and ack gifts as I was instructed by the person who retired. I don't set the appeals or really have much to do with that area. The director of development and my supervisor have always been the two who set the appeals and add them. But...

Hi RE world: Does anyone have an example of an export (or report) that would show FY giving to date broken out by Cash gifts, Pledges and Pay-Cash (payment received on pledges)? I usually create a board report using our Appeal Summary Report to show receipt for Cash and Pledges combined but I’ve had...

This is SUPER SUPER SUPER annoying. I need to be able to see, when segmenting a large export of prospects, the last appeal that a prospect has gotten from us, similar to how you can export last action or last gift. (I realize those are records types, and assigned appeals aren't records in themselves...

Does anyone know if it is possible to set a default on the appeal tab of the constituent record to always list appeals from newest to oldest? Mine lists from oldest to newest. If that’s not possible I would settle for just being able to hide the inactive appeals. Can that be done? Also, does anyone ever...

Hi, has anyone had experience with using Raiser's Edge for Direct Marketing campaigns? Basically how would you use the Campaigns/Fund/Appeal/Package structure to store results and how can we then report on things like list, creative, channel etc. Thanks!

Kira, I agree with JoAnn - 5 Stars~!! I'll be adding these business rules. Others who do gift entry may want to consider this if they don't already have a process like this. Great job and thanks for sharing. Karen

Greetings, We're trying to figure out data entry procedures for inactive appeals. Specifically, for direct mail, we inactivate appeal codes 120 days after the mailing dropped. Any examples or suggestions on an appeal code to use if we receive a gift from an (inactive) appeal after 120 days? Do you...

I am trying to put together a query that will show each constituent and what he/she contributed to any available packages (ticket, sponsorship, auction donation, etc) of the appeal from our recent event. Ideally, each constituent will be in his/her own row and each package will be a separate column,...

Hi, I am new to Raiser's Edge. I run a small Foundation on my own, and I am gradually getting to understand how RE works. I have just launched my first appeal at the Foundation and we are starting to receive donations. I want to make sure the appeal is recorded correctly in RE, ie that all donations...

Hello, I received incredibly helpful advice after my last post about inactivating constituents, and since I'm new to Raiser's Edge and run a small Foundation on my own, I would be grateful for some help with the following so that I can iron out some issues before my next appeal. As with any database...