Our Workforce and Economic Development department wants to track their clients/contacts in Raiser's Edge. I would like to know if there are other educational users out there that have broadened their use of RE to include non-Development related records. I believe these records could be related to...

Hi Susan, I dont know if this will be helpful to you or not but here is what we do for something similar. Our Board gets together and makes calles to our donors. Based on what criteria we want (who we want them to call) I print out individual profiles (Constituent Profile report). Each person prints...

When I run Constituent Profile Reports they do not contain all of the information that I have selected to appear in the report. My profile reports will not display all pages and it they will not display the Action Detail information. (I do have the Action box checked and the detail box checked so that...

Does anyone have a policy for using the Notes Tab that they could share? We realized that, when pulling a Constituent Profile Report, it is impossible to sort the notes in the profile, so the dates and note types come out in a seemily random fashion. This is a problem because it is potentially confusing...

Hello, I was wondering if anyone else receives "error in formula" and "insufficient memory" messages when trying to preview/print the Constituent Profile Report and Event Profile Report. We are currently using Raisers Edge version 7.83.1622.0. We're using the following software...

Are you taling about the constituent profile report or on the constituent record? Melissa S. Graves Director of Development Services The Village for Families and Children mgraves (at) villageforchildren.org www.villageforchildren.org GET ON THE BUS! Check out what the Blackbaud User Society is talking...

I am at the tail end of doing this for 800 records and have a few tips. (I hope they do not scare you) These "volunteer" staff really need to become very aware of ALL of the fields in RE and what could be incorrect after a merge. It is not a simple process of click and move on. The merge process...

How about a constituent profile. From File-->Print-->Constituent Profile....check off gift history from the second tab, include these groups. That should be the quickest and easiest. Barbara

I hope I can help, but I'm not sure I understand the question. Are you trying to get only a list of attributes from one record, or from a group of records? Also, are you trying to create a custom list, or a "view" from the actual record? Meaning, in a record, are you going to File/Preview...

Solution Number: BB5769 Applicable Product(s): Raiser's Edge 7 Solution Title: How to print constituent name on the top of each page of a profile This has been filed as a suggestion. While we may not implement it, we will review it for possible use in future product development. Add me to the list...