Hi Alex, I agree with Melissa. All my staff open to the Home page and generally work right from there. We have our policies and procedures in a shared document folder which links to the documents folder on the home page. We also have a robust training program for new staff and regular refreshers for...

One of our RE Users likes for her Action Reminders to appear on the Home Page. They are not showing up anymore and I have looked and her settings are correct for Action Reminders to show up and she has the settings correct on the actions so that they should appear on the Home Page. She recently got a...

You should be able to just drag and drop it right onto your home page. If you have the file saved just drag the icon from where it is, onto The Raiser's Edge Home page and it should pop up give you the same options that you have when you choose to add something from within The Raiser's Edge as...

Dear all, How I can bring Excel shortcut on my home page?

I installed Microsoft Office Web Components software, but i still have error on Home page of Raiser edge: Before you can use the Dashboard feature, you need to install Microsoft Office Web Components software. Please refer to the Raiser's Edge Installation Guide for instructions. What went wrong...

We are in the process of a capital campaign, and I am getting more and more gifts to be paid by credit card over a number of months or years. Of course, each has a different requested date (the first of the month, the 15th, quarterly, only on blue moons...). Other than manually creating Actions for each...

Is there a way to set up an action reminder to be recurring on the same day each year and appear on the home page?

Hi Darla- the Appeal Query feature in Dashboard will not allow you to subtotal or total the fields in the query list. It will just list the output fields that you select. One idea is to use that same appeal query and do a Pivot Report to get this data.... you can put subtotals and totals in the pivot...

I am a new user of the Raiser's Edge and am looking for a way to quickly access from the Home Page which constituents need to receive acknowledgment letters for new gifts. I've added the Dashboard Panel that lists recent gifts but need a way for our Development Director to see who needs to receive...

I think she really means added as a link on her home page - that is what I assumed.