Is there a way to get a report that compares the date an appeal went out with the date of the gift made because of that appeal? I'm trying to decide whether it matters WHEN I send membership renewals or whether people are renewing on their own schedule no matter what.

I'm tied in knots. My excel export says that we mailed an appeal to, say, 10,000 people. (That's what is in the organization's shared file for everyone to see.) I noted the appeal on these constituent's Appeal tab as well. However, when the records were merged and husbands and wives received...

I'm Cindy's boat ... no Events module but need to use CFAs to organize how we follow the money! I'm thinking appeals will be mailings for each event, invitations, newsletters, but I get myself confused when trying to decide what the funds will be (gala, jamboree, membership, summer camp)...

I was wanting to find out if any other institutions have decided to not make Campaign and Appeal required and what the implications of this has been? *Little background* We don't always have money that comes in tied to these and we were wondering if it would be better to make up "dummy"...

Hi All, I hope someone can give a suggustion. We have about 30,000 active donors. We are working on our new fiscal year budget and because of the economy, drop in contributions and to prevent overlap mailings we decided to consolidate appeals. We have also decided that maybe donors should received two...

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...

Good Morning, I was wondering if there is any one willing to share there Report or data request forms with me?

I've searched for and found some threads on appeal code structure (or lack thereof), but this question is a bit more specific. I am new to my organization and a BB user once again after a number of years of using other databases. In the meantime I've had source codes/ appeal codes with a standard...

Is there a way to have the appeal package automatically entered in the gift when the appeal for that package has been selected? I have the appeal and the package entered into the donors record in the appeal tab, but can't figure out anyway to attach it to the gift except to go in after the gifts...

So, we are finally starting to track Appeals that are sent to constituents after years of not tracking this information. I added our most recent newsletter that was sent last week to the constituents who recieved the mailing. I then tested adding a gift, and to my horror the appeal response didn't...