Good Monday Morning! In the never ending battle to standardize data, I'd like some info as to how you handle parental relationships with a student (child) relationship. In RE we have const. record for the student and a const. record for the father (typically) which will be the head of household record...

Not sure why the consultant could not help you with this. In your situation I would have current officers entered on the DAR chapter record as Individual Relationship (IR) If you want the names outputed for mailings/letters check contact. You could have differing types if needed (pres/vp/treas). I would...

Hello, I received incredibly helpful advice after my last post about inactivating constituents, and since I'm new to Raiser's Edge and run a small Foundation on my own, I would be grateful for some help with the following so that I can iron out some issues before my next appeal. As with any database...

Hello everyone For as long as I've used RE (9 years), I've had the dilemma of how to accurately target corporate/foundation contacts for mailings. At both organizations where I have worked, we have simply tagged anyone who is a contact in any way as "Primary Contact". While this picks...

Hi- I am having an issue with how to set up GOM fulfillment to either the GOM purchaser or the GOM recipient. We give our donors the option of receiving the fulfillment themselves (in order to give to the recipient themselves) or to have the fulfillment sent to the recipient (person they are buying membership...

Hi All, We have run into an issue as we are updating records after our recent election. We have Position titles which exceed the 50 characters allowed in the Position are of the individual relationship record. Eg. is Minister for Sustainability, Environment, Water, Population and Communities (75 characters...

I've noticed a couple of constituents in our database have nonconstituent relationship records as well. It would seem that whoever entered that data didn't know about being able to convert a nonconstituent relationship record into a constituent record and just manually added that nonconstituent...

We are a Pre-K - 12 school and have a High School age student who is an emancipated minor. How do we set her up so that she receives mailings that would normally go to parents? I can't relate herself to herself unless I make 2 records for her - one a student record and the other an Individual record...

I've noticed that if a phone number or email address is added to a relationship record while in the relationship window, it is not viewed on either record in the relationship. I've closed the records and reopened them, but the number is not on Bio 1 for either constituent. Shouldn't it show...

So like an individual's name? What I have been doing for organizations is putting their name in the Org name field then in the address field I put either c/o or attn: then the persons name and start the address on the next line....