We have two membership programs, YMCA and Alumni. When we run our renewal list each month to send renewal letters to those YMCA members who are about to expire, the query is pulling Alumni members as well, even though I specifically list "Current Program equals YMCA" in the criteria for the...

Thanks for the response Chris! We want to retain the old membership category name in the constituent's history so we didn't want to just go into Configuration and change the name "Member" to "Individual." That's why I thought global change would help. I tried doing this...

Did anyone ever respond to this message? We also need to change one of the names of our membership categories in RE from "Member" to "Individual." It seems like a simple thing but these things never are. The category is one of our basic membership levels and we have a large amount...

Hi Linda, We do here at Audubon Nature Institute. We do exactly what you've described, action records with attributes, but we capitalize on the membership scanning and membership cards with bar codes to automatically add action records. I tried to upload an attachment, but I could not see it when...

Hi, Dana. I'm not seeing a way to directly query on constituents who have a spouse with a current membership, but BB224309 suggests steps that you could modify for your objective (make a backup first): Create a constituent query of all current members (BB142988) Globally add a constituency code ...

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...

Our volunteers are required to have a membership. I often do queries and exports to see which volunteer's membership has lapsed. Right now, spouses that are both volunteers (just a handfull of people) share a membership as well as one record. If we do change the way we do things and make two records...

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...

Hi Keith, To capitalize on some of RE's canned reporting tools, I would create a combination of appeal and package records to report on your renewal notice performance. If you were to add gift attributes, you would later need to develop a custom report using Crystal Reports. Using appeal and package...

We are considering offering a lifetime membership with automatic monthly credit card payments. I would love to hear from anyone who has tried or is currently offering this type of membership and how they are managing it in Raisers Edge? Kim Bessling The High Desert Museum kbessling@highdesertmuseum.org