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attributes » solicit codes (RSS)
  • Appeals for Special Solicitations

    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...
    Posted to Forum by Melinda Waers on 01-08-2012
  • Solicit codes, Attributes and SPARK

    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...
    Posted to Forum by Ingrid Turner on 11-30-2011
  • Re: Best practice for using solicit codes/attributes for tracking donor prospects

    My 2 cents... We do not have the prospect module either. We use attibutes for this type of info. Besides the fact that is where data was put at conversion, it has worked well as more info (comments, date) can be added. We also have separate attributes for annual campaign and capital campaign. Someone...
    Posted to Forum by JoAnn Strommen on 01-26-2011
  • Best practice for using solicit codes/attributes for tracking donor prospects

    Hello, I work at a school and we are looking to start a new system for coding donor prospects based on capacity (scale of 1, 2, 3) and "willingness" (scale of A, B, C), so there would be 9 categories total ie. (1A, 1B, 1C, etc.) We do not use the Prospect module. We currently use solicit codes...
    Posted to Forum by Sophie Danner on 01-26-2011
  • Update Suggestion – Table Definitions & Field Map on Code Table Report

    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...
    Posted to Forum by JP Provencal on 01-12-2010
  • Update Suggestion - Table Entry Definitions

    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...
    Posted to Forum by JP Provencal on 01-12-2010
  • Solicit Codes - Is there another option

    Greetings, We have many solicit codes, such as Do Not Mail, No Telemarketing, Only one Fundraiser, No Newsletter, etc.. but are wondering as this list continues to grow on almost a semi-monthly basis if there is another/better way to respect mailing/emailing preferences? I have read on the other forums...
    Posted to Forum by Bryce Katzman on 12-18-2008
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