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  • 11/18 Forums Roundup

    Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Listing Deceased Donors in Annual Report on Giving DONOR CATEGORY FOR THE ANNUAL REPORT How to create a heirarchy on constituent ID Unanswered Posts: Advertising as Gift in Kind Assigning Prospects to...
    Posted to Weblog by Douglas Clinton on 11-18-2009
  • Can we enter the jobs as a batch

    I recently started to work for a non profit. I am familiar with Gift batch entry and Constituent batch entry. I have a list of jobs need to be entered.( all volunteer jobs and titles ) Is it possible to do a batch entry for jobs alone ? I couldnt figure it out ? strated to enter single job one by one...
    Posted to Forum by Ana Ashok on 11-16-2009
  • 11/11 Forums Roundup

    Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: transferring to a letter the info found in a donor category report (for donor recognition wall) Marking an email as the preferred email Several criteria for a query HELP??? Unanswered Posts: Advertising...
    Posted to Weblog by Douglas Clinton on 11-11-2009
  • receipting multiple batches

    I just attempted to post the following question in the "Export/Mail/Reports" section and I got a message about how the question needed to be approved by a moderator. I have never gotten that message before. Anyhow, I'm hoping that posting this question generally, rather than specifically...
    Posted to Forum by Rose Orr on 11-04-2009
  • Receipting Multiple Batches

    I attempted to run receipts in a range, that is: I asked for all type X receipts with batch # greater than 1900. I expected to get about 75 receipts and instead I got 110. Those extra receipts were from 5 or more years ago and they weren't even the type that I was asking for. Ultimately, it took...
    Posted to Forum by Rose Orr on 11-04-2009
  • 11/4 Forums Roundup

    We want to know how you use the Forums - please take our poll in Forums Feedback. Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Constituent Codes in a batch Analytical Report Edit Setup After Batch has been committed Tracking event attendance without...
    Posted to Weblog by Douglas Clinton on 11-04-2009
  • Re: Querying an uncommitted batch

    [quote user="Andrea Frank"] I am interested in running a query on a gift batch before I commit it. Can this be done? If so, how? Thanks, Andrea [/quote] Nope, From knowledgebase: Solution ID: BB424772 Product: The Raiser's Edge 7 Published: 12/06/2007 Updated: 06/16/2009 Description Unable...
    Posted to Forum by JoAnn Strommen on 11-03-2009
  • Querying an uncommitted batch

    I am interested in running a query on a gift batch before I commit it. Can this be done? If so, how? Thanks, Andrea
    Posted to Forum by Andrea Frank on 11-03-2009
  • Edit Setup After Batch has been committed

    Is there a way to edit the batch setup after it has been committed? I often hide many of the fields that I have pre-populated when I am entering data into a batch and almost as often, I forget to unhide the fields before I commit the batch. The end result is that the fields that I have hidden are hidden...
    Posted to Forum by Rose Orr on 10-28-2009
  • Constituent Codes in a batch

    I have set up a batch template to input pledges from an annual event at our organization. The problem I am having is that I have to manually add the constituent code and it is very time consuming. We have had a student go through all the pledge forms and add the constituent numbers for all the pledges...
    Posted to Forum by Rose Orr on 10-21-2009
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