I am the development assistant and database manager for raiser's edge at Cheshire Medical Center, NH. Lately, we just don't seem to be consitent with our coding policy and our reports don't reflect the correct totals and if someone has multiple codes then it creates issues with reports as...

We currently use constituency codes to note members of our 2 major donor groups. We are trying to determine if that is the best place to keep this information. We had it under Volunteer -> Job Assignments, but moved it out of there because it is not a Volunteer position. The only other place we can...

We currently have too many constituency codes to manage....we are looking to moving some of them to relationships. For example we have several volunteer committees that are currently constituency codes that we would like to move. We thought about making them attributes but we want the date range in tact...

Hi Sarah. We consider grants to be contributions to the foundation. We track our prospective donors ($10,000 or more) in the Prospect module of RE. That being said, you can track prospective donors using actions, constituency codes, attributes and export the data to Excel for reporting purposes. We used...

Hi Cindy. We always use dynamic queries for our label and letter functions through RE Mail. You want RE to pull the current information, and if you use a static query any address/name or salutation changes may not be captured unless you refresh the query before hand and that is an extra step you may...

I''m guessing there are more long term effects of random order. One place where we've found it matters is for gifts. Each gift record defaults to the primary constitutency. When looking at gifts, report or query, based on constituency (board mbr, campaign volunteer...) it will have an effect...

Our constituency codes haven't been entered in any specific order. We were just discussing whether or not to organize them so the primary or current one is listed first. I was just wondering if it's really worth the effort of switching them around. Are there any reports we are missing out on...

I was curious how common it is among organizations using the Membership module to also assign a membership consitituent code? If not, what consitutent code do you assign when the only affiliation the donor has to your organization is his / her membership donation? Thanks,

Sarah, Here you go. There are many codes, but we use them as a way to group folks and it is easier than attributes for the most part. Karen Who is in Raiser's Edge and for what reason : Raiser’s Edge is the contact database for people or organizations who are donors, grantees, advisors to funds,...

I are looking for users that use the RE database to manage records for non-donor related people. Tracking programs, registration for events, invitation lists and RSVPs, and general database needs. We have the prospect and membership modules but not the events or volunteer. I am looking for ideas on managing...