How can I ensure "former" contacts are not included in an export? I have to believe this is easy to accomplish, but how is it done? BBKnowledgebase Solution #BB343383 "How to export contacts based on Start Date or End Date" leads me to believe this possible. Yet what I have attempted...

We are having a debate about where actions/call reports should go and I would love some input. We are getting the to point, where some of our staf wants to add action/call reports on multiple records and I am a little concerned on the impact of that. Here are the situations that I have: 1. Situation...

I have quite a few donors who's wives keep their maiden names, but RE keeps defaulting and changing both names to a unified last - not allowing me to have different last names for each. How do I do this?!

Hi, I am cleaning up data existing pre-my time at the school and I see that in almost all cases the Phone – Business and Email – Business contact information has been entered on BIO1 instead of on the Business tab. The only reason I’ve been given when asking the question as to why this info resides on...

Our first problem (and possibly the worst thorn in my side): - A donor makes a gift through his company. We hard credit the company, and soft credit the donor. The donor wants recognition to go to his company (the donor). - Another donor makes a gift through his donor-advised fund. We hard credit the...

Hello ladies, Unfortunately, the Print Position option is used only by Mail and Export functions. There is currently a suggestion to be able to print Position for Contacts on Reports. It is solution number BB58299. This value could be pulled through an Export and you could configure customized reports...

[quote user="Bertha Norvor"] We want to use the contact's salutation [/quote] If you have the name entered for the contact salutation you can pull that to merge for any document. In Mail, select Addressee/Salutation from available fields in left window. Then highlight it in right window...

We want to use the contact's salutation

Cara, Better idea - Not sure where you're going with your list - if you're generating Mail through RE, there is an option on the Org Address tab, step 2 contact info, at bottom "If contact also receives this mailing as an individual: Mail to individual address only Mail to contact address...

[quote user="Cara Scarmack"] Hello, I am writing to see how other organizations have tackled the individual versus organization conundrum. It's as if the two record types are of two different universes. I consistently need to pull two different queries for literally every list I generate...