Hello, I recently purchased the Moves Management module and am now setting it up with my constituents. The 5 categories that they use are Inactive, Qualify, Cultivate, Solicit, and Stewardship. I'm not finding any definitions for these categories. I'm primarily interested in the difference between...

The Raiser’s Edge software does not really have a good move management tracking for prospects. It only has a classification and prospect status under the Prospect tab, so you can only keep track of current status and current classification. You may need to use actions or constituent attributes to keep...

Has anyone found a report in RE that would analyze the trending per FY of a donor to give? Or a pyramid when/what $ someone gave and then what we plan to ask from them this year. Thank you

Hi Deborah, I will also start tracking prospects in the Proposal tab. Would mind sharing your process? We used Prospect tab mainly to track proposals that are going out but never major gifts prospect management. Thanks in advance. Rose

For those of you who maintain separate, but linked, spouse records in RE, how do you record Actions? Specifically, if you speak with Mr. Smith you will, of course, put an action on his record. Would you then duplicate it on Mrs. Smith's record? If not, you would need to look at both of their records...

I can track Moves Management for organizations but what is the best way for individual moves to be recorded and tracked?

Hi all, I'm a bit stuck with a custom report and wondered if anyone could supply an idea. I'm using ratings within the Prospect module to track our prospect pipeline (moves management). I migrated this data from the Prosect Status field so that we could date stamp it and analyse the length of...

I'm in the same boat Melissa is and seem to be paddling around in circles with respect to setting up these actions tracks! I'd appreciate any help also - screen shots appreciated! - ( darcy.law@lcfh.org ) Thanks so much! Darcy, Lower Cape Fear Hospice

If you have Prospect Tracking or Moves Management reports that your organization is using would you kindly share sample templates with me? These could be custom or any of the standard RE reports. Thank you, Lori Hutson Annual Fund and Information Management Manager Planned Parenthood Arizona

Good afternoon! I am looking for any examples for a move management report. Is anyone willing to share it? thanks