We are having a debate about where actions/call reports should go and I would love some input. We are getting the to point, where some of our staf wants to add action/call reports on multiple records and I am a little concerned on the impact of that. Here are the situations that I have: 1. Situation...

Is it possible to see more constituent information when you are entering data into a batch, depending on your configuration? What has brought this question about is an on-going debate here about time spent entering donations. When I enter donations, I keep all the paperwork together and cross-reference...

Hi All: We just converted from GMP and I'm wondering if we are setting up organizations correctly. Right now, we set up a record for an organization, then create a relationship with a primary contact. Do you have a better solution? The reason I ask is that I can't use the RE mail merge feature's...

I'm pretty new to the system and have a problem that I cannot seem to figure out. Many of the organizations who donate to our agency are owned by individuals promiment in the community. We decided to set up both the individual and the organization as constituents and link them by relationship. The...