Hi, My organization has a pretty good number of constituents who are married, but each spouse has their own profile. I want to work on merging those profiles, but before I do so I wanted to see if anyone was successful in creating a specific query to help find these profiles. Currently, I'm pulling...

Does anyone currently use a system of tracking how/where they obtained new constituents? I wondered about using an 'Origin' or 'Point of Entry' attribute category. Is anyone else was using a system like this and how is it working? And what are some of the category descriptions you are...

We just received a donation in the form of a retirement distribution check. My research shows that the tax advantages for this type of donation ended December 2009. I receipt this as if a personal check was received, correct? Thanks for your help!

Actually, that's exactly what I did - I used a constituent note - not a gift note ... query for constituent notes are different. You CAN query on the gift note...

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...

We have an unhappy constituent who wants her gift from a previous fiscal year to be refunded. We want Raiser's Edge to show that the gift was made in the past but we also need to show it was given back. Is there any way besides a note to show this? Has anyone had this problem in the past? How have...

Do you write notes in the tab under Actions, or write notes under the individual note tab on the constituent?

Trying to come up with a standard process of entering tribute donations into RaisersEdge but our organization did NOT purchase the tribute module. I've already set up a query to search the gift reference field for Tribute: (name here) but if there is a more standardized version someone else has come...

It is a very vague question as Laurel point out. Text or qualitative info in RE can be tracked mainly in Action, Attributes and Notes (and you have notes and attributes throughout the software). Solicitation strategies are best kept in Constituent notes. They are generally extensive, are not tied to...