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  • Where in RE to put contact data

    Scene: You are going to mail hundreds or thousands of people an invitation (some may be e-mail invitations, some by USPS) to an event, say a donor recognition event, or a speaker giving a talk. The event is NOT a fundraising event. After the event, you know who DIDN'T come by the name tags you didn't...
    Posted to Forum by Jeanne Baumann on 06-23-2010
  • Automatically adding a mailing action with the Mail tab

    Is this possible? I want to use RE to do a mailing of thank you letters, but I want it to automatically create a mailing action on that persons record.
    Posted to Forum by Sarah Newton on 01-20-2010
  • Re: How do you track mailings that your donors received?

    If you mark the action category to "Mailing" you can then enter the name of the document that was mailed on the "Document" Line (i.e. "Optometry Newsletter- Fall 09" or "2009 President's Address to Alumni"). As long as the document naming conventions are consistent...
    Posted to Forum by Jana Hernandez on 03-24-2009
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