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  • News You Can Use: Online User Clinics in 2010

    Our web seminars are a way to learn tips and tricks to help you in the software. Each month, we hold free, hour-long Online User Clinics for The Raiser’s Edge . Here's a look at what we have coming up for next year: Homepage and Dashboards - January 21, 2:00 p.m. ET Database Cleanup - February 18...
    Posted to Weblog by Douglas Clinton on 12-18-2009
  • Mail Merge/Queue/Gift Acknowledgement Issues with Office 2007?

    I built a queue 4 years ago when we began using RE7 to run gift acknowledgements each day. The process usually takes a couple of hours with our volume. Recently the merge has taken two to three DAYS to complete even though the transaction volume has been average, and frequently crashes before finishing...
    Posted to Forum by Aaron Thompson on 12-17-2009
  • Ready Reference: 10 Things Every Raiser's Edge Power User Should Know

    This page lists processes that more experienced users should be familiar with. How to query on summary information : group constituents based on total giving. How to export the same field multiple times : Use advanced filters and different criteria in Export. How address processing works : Learn how...
    Posted to Weblog by Douglas Clinton on 12-01-2009
  • Conditional Mail Merge - Letter Criteria

    I need to be able to pull pledges w/in a date range an ffrom the reaults, send letter to each constituent based on pledge amount. I have created 4 letters and 4 levels: Less than $25 print Letter 1 $25 - $499 print Letter 2 $500 - $2,499 print Letter 2 Greater than $2,500 print Letter 3 How to set-up...
    Posted to Forum by Syphoe on 09-02-2009
  • Donor Acknowledgement Letters V Gift Letters

    Hi I have been asked by our new Fundraising Director to look at getting out letters more personalised and also to ensure that donors don't receive the same letter over and over again if they give in a small period of time. At the moment we have about 15 Donor Ack Letters set up (for various funds...
    Posted to Forum by Lisa Fields on 06-12-2009
  • Consolidate Receipts

    We are currently running a 3-year capital campaign, which includes an employee giving component. Beginning in July, 2008, employees had the ability to pledge to the campaign, and have their pledges deducted from payroll over the next 3 years. As it is now the end of the year, I am preparing tax receipts...
    Posted to Forum by David Reese on 01-20-2009
  • RE / Microsoft Word spelling disfunction

    We are having a problem that when ever we mail merge through RE Mail the resulting letters have spell check manually turned off. Now the template has it turned on, it is working on our regular documents but any time RE is involved it gets turned off. I was told by customer support that it was a Microsoft...
    Posted to Forum by Aldervan Daly on 01-15-2009
  • Mail Merge

    I am new to using RE. Although I received training a couple months ago our company has just recently converted over. So basically most of what I learned in the training is totally escaping me. I would like to know is there a way to do a mail merge using a specific gift batch or merge directly from a...
    Posted to Forum by Amber Jackson on 07-02-2008
  • Mail Function

    Is it possible to save letters that are created through a merge as a document on the constituent gift entry?
    Posted to Forum by Tanya Silas on 06-02-2008
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