Kira, I agree with JoAnn - 5 Stars~!! I'll be adding these business rules. Others who do gift entry may want to consider this if they don't already have a process like this. Great job and thanks for sharing. Karen

Is there a way to tell when entering gifts through batch that they have an appeal on their record that might have brought in the gift? We don't use return envelopes very often. And, everything going out passes through my desk, so I usually recognize names and remember if there was an appeal. But...

We have been users of the Raiser’s Edge for many, many years but have only recently acquired the Planned Giving module. We are trying now to configure the tables that will allow us to take full advantage of the whole system and looking to experienced PG module users to provide some examples of table...

I am in the process of developing different request forms (import, export, query, reports, mail letter, email blast, Add/update/delete records) to organize work flow better , prioritize requests, and more closely follow up with Information System staff on different request Please let me know how do you...

I love my scanner and how easy it is to use. I have used the barcodes generated from Appeal Cards but for the most part I use the Constituent ID in 3 of 9 font. I put this on all of my pledge cards, statement reminders, and letter correspondance that way I am always certain I have the correct Bob Smith...