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User's Edge
Membership Cards
We currently use Blackbaud's form and stock for producing our membership cards. We are interested in moving to a more permanent card, similar to the plastic cards that grocery stores use for reward programs, gift cards, etc. I was wondering if anyone else uses those types of cards and if so, can...
Posted to
Forum
by
Kathleen Zeiss
on 11-03-2008
Acknowledgment Letters and Receipts on one form
We've recently decided to merge our acknowledgment letters and receipts into one document with the bottom third of the page representing the donors tax receipt and the top two thirds being the acknowledgment letter portion. This has been very problematic since the acknowledgment letter portion is...
Posted to
Forum
by
Derrick Shearer
on 09-29-2008
Tracking generic outgoing mail (non-appeals)
Hi everyone, I was curious as to how other organizations track their non-appeal related outgoing mail. Items such as birthday cards and magazines. Do you assign them an appeal ID and populate the appeal tab or do you do something different? Currently we have appeal ID's for these items but that's...
Posted to
Forum
by
Derrick Shearer
on 09-29-2008
Do donors to Honor/Memorials really want their name sent?
We have a process for sending donor's information to people they want notified of their gift to an honor/memorial. We are looking at a process to send the names and addresses of all donors of gifts to an honor/memorial, to acknowledgees who might want to write thank yous, or whatever. The how is...
Posted to
Forum
by
Philip Scott
on 09-25-2008
How to write ask letters with specific ask amounts (not % or amt over last yr's donation)?
This is our first annual fund season using RE7. I want to generate letters with specific giving levels/amounts requested; however, they are not standard (% or amount over last year's donation). I can't figure out where to record these 'asks' in RE so I can query based on them and generate...
Posted to
Forum
by
Marcie Beskind
on 09-01-2008
Re: Address cleaning
I have about 31,000 constituents in the Raiser's Edge - we use it for our main contact database. I also have about 33,000 records in another address processing software where I store the names/addresses of people who receive our monthly newspaper. The records in the other software can overlap - may...
Posted to
Forum
by
Shirley Platt
on 08-21-2008
Two Membership Cards Per Page - Two Different People
Hi. I am looking for a way to print out separate cards for joint members on a membership. The closest I have come to being able to do this is by creating a MS Word merge in Mail>Membership cards. This way I can insert the field <<Name_on_card>> in the two spots on the bottom of our letter...
Posted to
Forum
by
Rachel Woods
on 08-01-2008
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
Email Communication to Constituents
Does anyone have a useful way to track if a constituent prefers email over traditional snail mail? There is a checkbox on Bio 1 "requests no email", but I'm looking for exactly the opposite. I would rather not use Attributes as I would like this info readily available, and it may get lost...
Posted to
Forum
by
Ashley Ingram
on 06-10-2008
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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