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policies and procedures » batch (RSS)
  • 8/26 Forums Roundup

    Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Policies and Procedures Manual Procedure for capturing additional information that accompanys a tribute gift? Entering revenue into RE without using the Events module No Results In Constituency Keeping...
    Posted to Weblog by Douglas Clinton on 08-26-2009
  • Tributes - without the module

    Trying to come up with a standard process of entering tribute donations into RaisersEdge but our organization did NOT purchase the tribute module. I've already set up a query to search the gift reference field for Tribute: (name here) but if there is a more standardized version someone else has come...
    Posted to Forum by Patricia Greenhalgh on 08-04-2009
  • Electronic Filing/Linking to RE

    I'm not sure if I'm posting in the right forum for this, but maybe it can be moved if not. I've used RE in two different positions. One for volunteer management and the other, now, for development. My question is regarding scanning donor material that is sent with gifts and linking to RE...
    Posted to Forum by Diana Neanover on 12-11-2008
  • 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
  • Where do you put ... "cost vs donation"?

    When doing an event and charges have to be deducted from cost to determine the actual donation where do you put these costs and actual donation and how do you pull it into one letter/receipt? I would love to hear how you send out your letters and your verbage used. You may also contact me: goodman@lacollege...
    Posted to Forum by Belinda Goodman on 06-23-2008
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