Oh, I've wanted this for appeals, and I would indeed find it useful in my analysis. But I've not found a solution. You could possibly do this in Comments, but I use that field for a description of my segment, so I can't. Because our file is small (a mailing is typically 5M or less), I do...

We do not track ask amount in RE for general solicitation either. We've used the increase by X% function in export so do have the file that would show amount if we needed it for some reason. For real analysis of an appeal I can see where it might be worthwhile to see if donor is giving ask amount...

We do not have the prospect module. We put the ask amount in as a constit attribute. It worked for us. Had just started with RE for that capital campaign and did not consider actions as we did not use RE to track each interaction the contacts made with the prospects.

When we ran our last capital campaign we needed ask amounts. The goal figure in the solicitor assignment is an option if all your prospective donors are assigned out to solicitors as one of the first steps of the process. For us we needed ask amounts printed in prospective donor packets before prospects...

We would like to start entering ask amounts on contituents records. If you are currently doing this, I'd be interested to learn where specifically in the records you are putting the ask amount and what reports you are using. Thanks, Margaret Wagstaff

Although we love tracking "asks" as proposals, I have run into a glitch trying to find a report that please everyone. In searching Knowledgebase, it seems my issue "has been filed as a suggestion" but I wondered if anyone found a work-around. I need to create a document that shows...

Seems like a big question. Not sure exactly what details you are looking for. Here's what we've done. Set up campaign, funds, appeals in RE. This has varied from campaign to campaign depending on how it's structured. Finance office plugs in all applicable GL #s. Solicitors are entered for...

Hello Sue Before we purchased the Prospect Module we used a variety of attributes to keep track of all of our prospects. We recorded the following: Prospect Status: Identified, Cultivation, Ask, Close, Stewardship Ask amount: A numeric field that allowed the fundraiser to enter an exact figure Project...

We are in the process of revamping our acknowledgement process. As part of this, we are now attaching a solicitation to gift receipts. I am using donor acknowledgement letters to do this--so far so good. I need to include an ask string, we want to do: amount, amount X 1.5, amount X 2, other. Obviously...

Marcie, This was a big issue for us also with our capital campaign. We had ask amounts but did not have solicitors assigned ahead of time. If you have solicitors assigned, there's a field in solicitor assignment that may work for you. It's probably the only way to easily generate reports with...