We are an international charity and have unfortunately made the mistake of sending email blasts or newsletters to the wrong market. I want to know if there is a systematic way of eliminating the greatest possibility of making that mistake using business rules, caution pop ups and other means? What are...

Hi Jane, There has been discussion in recent months on committee attributes and how other RE user's record the information. There is no "best" way, but how the information is used within your organization is best for you. We use constituenty codes for our board members, board committees...

Good morning RE Users~ I have an attributes question regarding how best to track trustee committee activity. A board member is identified as such by using constituency code. If they are on a committee, an attribute has been created of Trustee Committee using a drop table that shows the committee options...

Rather than reinvent the wheel, could anyone please share any templates for setting up Business Rules for a community arts program? Thanks in advance, Paul

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

How do other people report on multi-year releases? If someone gives us a gift to be spent over multiple years, do I report the whole amount as new revenue in the year we receive it or only the part that the donor intends us to spend this year? What about in the following years?

While there's always a question if the appeal brought in the gift or not, there are business rules is you can create a query. This link is to a recent similar discussion. Might be what you need. http://forums.blackbaud.com/forums/p/17470/176515.aspx#176515

Hello fellow Raiser's Edge Users! What do you do about Business/Corporations/Organizations with mutiple locations? Do you create a new record for each location and then link them to a Parent Company? Do you only have one record per company, then list all the various locations under Alternative addresses...

An annotation on the tribute records might work.....when you say specific action I think action track....which could be based on a query ....

I want to create a rule so that if someone enters a gift for a specific tribute, they are notified to take a specific action. I attempted to create a query and implement it in business rules under the Gift option, but it didn't work. Any ideas?