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policies and procedures » business rules (RSS)
  • 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
  • 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
  • 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 Katy McFall on 06-04-2008
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