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...

We have an annual event where we encourage people to donate in honor or memory of others. We often get one gift, like $100 and 4 names attached. In the past we have handled it by dividing up the dollar amount and entering multiple gifts - so, we would input 4 gifts in the donor's record of $25 each...

Robin, I'm glad that was what you were looking for -- I meant to include one other item. I use my keyboard a lot when I'm doing data entry and from Batch you can use the keyboard shortcut Ctrl + B to get to the add tribute information window also. Have a great weekend, Naomi

I have developed the use of a scanner for entering our gifts into a batch this year with huge success. There are a couple of tricks to know about before you do it though (little bugs in the system that hopefully Blackbaud are ironing out as we speak). You need to purchase a Barcode Scanner first, I pruchased...

Hello everyone. We currently use Quick Address to validate our addressees before we add them onto Raisers Edge. However we have been told we now have to upgrade to the newer version of QAS as our version (is quite old) and will no longer be supported. As we have been told to upgrade, i wanted to see...

We're a fairly new user to RE7 (since June 2008). We just switched to using paypal on our website to process credit card donations. Paypal takes the fee out per transaction, so for example, we receive $33.93 into our bank account on a $35 donation. The donor is receipted through paypal for the full...

Hello Allison, Depending on what software your Business Office is using, it would be simplier to process the gifts once within the Development Office and then create a secondary export data stream that can be subsequently imported into your Business Office's software. We are implementing such a process...

Kathy, You should be able to turn your acknowledgements in 24 to 36 hours at the most, not 3-days. Thank you, Jim

Melissa, Depending on your annual volume, going the lockbox route can add considerable cost without making your data entry any easier. In fact, lockbox tends to increase the amount of data entry work on top of the cost of the lockbox. I'd suggest that you talk with fellow RE'ers that have tried...

Hello Kathy, I suggest that you contact Sandra Smith at Love A Child in Riverview FL. They are using a system which images the Reply Devices which are either envelopes or check-sized paper together. An image access locator along with donor and gift data is posted into RE, while the checks are electronically...