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policies and procedures
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appeals
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Inactive appeals
If you put an end date when you set up an appeal does it automatically become inactive on that date? I assume that it would be the same for campaigns & funds too.
Posted to
Forum
by
Cindy Britz
on 08-10-2009
Raiser Edge request forms
I am in the process of developing different request forms (import, export, query, reports, mail letter, email blast, Add/update/delete records) to organize work flow better , prioritize requests, and more closely follow up with Information System staff on different request Please let me know how do you...
Posted to
Forum
by
Ali Faisal
on 11-11-2008
Managing Old Constituent Appeals
We use Appeals for tracking both mailing and appeals (and have business rule set up to automatically update the gift amount should a gift be received). Prior to my involvement with our organization's database, appeals were entered rather sloppily and without structure. In my opinion, the older appeals...
Posted to
Forum
by
Karen Snyder
on 11-03-2008
Appeal Code structure--a la TA?
I've searched for and found some threads on appeal code structure (or lack thereof), but this question is a bit more specific. I am new to my organization and a BB user once again after a number of years of using other databases. In the meantime I've had source codes/ appeal codes with a standard...
Posted to
Forum
by
Mcfall Katy
on 06-04-2008
Updating Constituent Apeals when gift is given...
So, we are finally starting to track Appeals that are sent to constituents after years of not tracking this information. I added our most recent newsletter that was sent last week to the constituents who recieved the mailing. I then tested adding a gift, and to my horror the appeal response didn't...
Posted to
Forum
by
Tony Lee
on 05-01-2008
Setting Up Recurring Gifts
We are looking at revamping the set-up of our recurring gifts. I want to be able to report on where they came from but I don't want all gifts to be credited to that appeal or campaign. We only keep our appeals open for 60 days - then anything that comes in with that appeal slip later goes to a "closed"...
Posted to
Forum
by
Keri Eadie
on 11-27-2006
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