Hi Diane, We use constituency codes and attributes. Constituency codes are why someone is in our database e.g. Professional Advisor, Accountant, Bequest, Committee Member, POT1 (prospect at the $1mm level) Active (active prospect) etc. We have about 100 constituency codes. Yes, that seems like a lot...

I'm wondering if there's a way to use fund or gift queries to show information to donors and possible donors on NetCommunity? For example, if we have a matching gift campaign (tied to a specific fund or attribute) where we are trying to raise $10,000, it would be cool to show the progress of...

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...

Tracie, Do you have an attribute named Batch #? I'm guessing you do. The available fields below the standard gift field list look to be the attributes in our system. We don't have an attribute of Batch # so it's not on our list.

Hi Steve, Thanks for your quick reply!! We are a nonprofit organization that receives federal and state grants. What are the limitations for using an attribute? Our consultant is leaning towards using and attribute, but I want to really investigate this before I make a decision. Thanks!

I am new to FE and are just setting up our chart of accounts. We want to be able to track expenses associated with each of our 45 offices, or locations. Should we use attributes associated with our department codes or should we set up an account segment for the location. I would like to easily run a...

Hi everyone, I would really appreciate some advice regarding the implementation of SPARK and how this affects solicit codes vs attributes. We can't use solicit codes with SPARK. We currently use solicit codes to mark our donors' communication preferences. I have read topics on here about the...

How are other institutions tracking volunteers without the volunteer module?

Does anyone store event preferences on a constituent's record for future use? Specifically, Dinner Preferences (e.g., Vegan) which would be applicable for all events, not just that one. Thinking of making Dinner Preference constituent attributes. Also, any othe Participant attribute - such as wheelchair...

Anyone know if there is a way to search the contents of a constituent attribute without using the wildcard asterisks? Let's say in the membership directory you want "favorite restaurants" to be an attribute that users can search. One member enters "Subway, Chipotle, Taco Bell"...