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No Results In Constituency
I am trying to create labels based on a query. We have a program at this organization and each constituent involved in the program has an entry under the 'Bio2' tab/Constituent Codes. I have tried running the Query using the Constituent Code and I also tried using the Constituent Description...
Posted to
Forum
by
Rose Orr
on 08-25-2009
8/19 Forums Roundup
Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Policies and Procedures Manual Entering revenue into RE without using the Events module Constituency codes... Events Module: Participation Unanswered Posts: Procedure for capturing additional information...
Posted to
Weblog
by
Douglas Clinton
on 08-19-2009
Constituency Codes: Reports, Dates to and from, Gift Constituency Codes
I have lots of questions about Constituency Codes and how other people use them. I have rarely used them for reports, with the exception of Board reports, but have very recently discovered that others in my organization use them regularly for that purpose. I found myself having to redo a series of 10...
Posted to
Forum
by
Laurie Nielsen
on 08-13-2009
Re: Constituency codes...
Our procedure is simial to Karen's. I plug in an end date on the address tab. I like Special mailing attribute. I would not change constituent code. Their constituency - board, alumni, staff whatever you use - is not what's changing. It's just that address is not valid, or supposedly not...
Posted to
Forum
by
JoAnn Strommen
on 08-11-2009
Constituency codes...
My question is about constituency codes. How do you handle it when mail is returned to you which has an invalid address? Currently, we have been changing the constituency code to 'Not on Active List' replacing whatever was there before. I am just now noticing that there are people in the office...
Posted to
Forum
by
Ray Mauder
on 08-11-2009
Re: Gift Constituency Codes
Laurel's example covers how/why the gift constituency code is used. We also use the gift type field for a report on our annual fund at the request of our Exec as constit codes did get the breakout we needed. We didn't want to change/add constit codes that he wanted the gifts listed by and next...
Posted to
Forum
by
JoAnn Strommen
on 08-03-2009
Re: Auto-generated ID numbers
We are starting from scratch and have never used any ID number to designate our constituents. I am going to be importing data from a CSV file format into Raisers Edge, so I wanted to make sure I read the KnowledgeBase article correctly that if you do not have an Import ID, the system will automatically...
Posted to
Forum
by
Shannon Wommack
on 07-08-2009
Re: Constituent Codes vs Attributes
Hi Lori, The way it's been explained to me in a user group meeting is that a Constituent Code is what the constituent's relationship is to the organization (why s/he is in the database - board member, etc.), and an Attribute is a descriptor of the constituent. Hope this helps. Chris
Posted to
Forum
by
Christine Vaudo
on 07-07-2009
Re: Constituency Codes and best practices
Martha, With all due respect to Melissa who is very knowledgeable on RE, there are those of us who out there who do use a constit code of 'Donor.' We do, as that is the primary relationship/reason many of our constituents are in RE. For those in RE, we hope to have a donors in the future we use...
Posted to
Forum
by
JoAnn Strommen
on 06-19-2009
Re: Constituency Codes and best practices
One way you can search for previous posts related to constituency codes is by clicking the constituency code tag in the popular tags panel on the main forums page. Hope this helps!
Posted to
Forum
by
Douglas Clinton
on 06-18-2009
Page 2 of 17 (161 items)
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