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  • How others handle coding constituents for a specific mailing type per communication type.

    We currently mail mostly postal type of communications but are using email blasts more often. We do have some constituents that would like to have one type of correspondence in postal form but another sent electronically. We would like to know how other institutions are handling this and would welcome...
    Posted to Forum by Kelly Garwood on 10-14-2010
  • Update Suggestion – Table Definitions & Field Map on Code Table Report

    Further to another post regarding Table Entry Definitions, a colleague and I had couple other ideas that we thought could be beneficial. - TABLE DEFINITIONS - At a higher level than the table entry definitions, have a synopsys of what the purpose of the table entries in a particular table should...
    Posted to Forum by JP Provencal on 01-12-2010
  • Update Suggestion - Table Entry Definitions

    So a common issue that I have discovered working with Raiser’s Edge is that over time, people forget or don’t understand what the various table entries mean, and therefore start using them for reasons other than their intended purpose. Some of us do our best to document definitions in order to help...
    Posted to Forum by JP Provencal on 01-12-2010
  • Pledge payments applied to a fiscal year

    I am a few months into this development job at a small non-profit and pretty new to Raiser's Edge. I have recently been in the process of reconciling annual contributions with our bookkeeper and we've come across a problem with pledge payments that I'd appreciate some feedback on. We were...
    Posted to Forum by Lauren Soffe on 01-23-2009
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