When conducting annual solicitations we want to ensure that those individuals who own businesses are being solicited not the business and worse yet, we want to ensure that the we are not sending out a duplicate solicitation. We have several constituents in our database who own their own business. The...

When someone gives a gift in honor or memory of someone and they are not currently in our database, we add them in our database as a "Friend" (constituency code). The appeal that is entered in conjunction with the gift is an Honor/Memorial code. The donor is most of the time giving this gift...

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...

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...

[quote user="Liz Fox-Cameron"] I am in the process of cleaning our list of constituency codes and I noticed that a new constituency code was added to our database for a group of people who received a particular mailing. Wouldn't it be better to add this information as an attribute or as...

How do you ask your constituents to self-select solicit codes? Do you have to create constituent attributes to put on their profiles and then make the changes in the RE database via queries and global change records to move the attributes to solicit codes? Likewise, what about constituency codes?