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policies and procedures » client document (RSS)
  • Re: RE P & P Manual - Bequests & Prospect module

    You're most welcome Kristin. Let me know if you have any questions. You can email me directly or post on the forum. Karen khartt@mainecf.org
    Posted to Forum by Karen H. Hartt on 02-01-2012
  • Re: Policy & Procedure Manual

    Hi Vickie, The manual is actually several posts with WinZip files attached. Did you find anything following the instructions below? The instructions to find the zipped files: Go to the Blackbaud website and log in. Go to Support and Forums, under the Raiser's Edge Forum you'll see the Client...
    Posted to Forum by Karen H. Hartt on 11-14-2011
  • Re: Policies and Procedures

    Hi Ami, I have listed some of my procedures on the Forum - use the instructions below. Go to the Blackbaud website and log in. Go to Support and Forums, under the Raiser's Edge Forum you'll see the Client Shared Document: Policy & Procedure link, click on the link, at the top of the page...
    Posted to Forum by Karen H. Hartt on 11-14-2011
  • Re: Policy & Procedure Manual

    Hi Margaret, The manual is actually several posts with WinZip files attached. The instructions to find the zipped files: Go to the Blackbaud website and log in. Go to Support and Forums, under the Raiser's Edge Forum you'll see the Client Shared Document: Policy & Procedure link, click on...
    Posted to Forum by Karen H. Hartt on 11-09-2011
  • Re: Policies and Procedures

    Hi Dana, The files are actually groups of zipped files. Instructions are below. Go to the Blackbaud website and log in. Go to Support and Forums, under the Raiser's Edge Forum you'll see the Client Shared Document: Policy & Procedure link, click on the link, at the top of the page you'll...
    Posted to Forum by Karen H. Hartt on 11-01-2011
  • RE P&P - General procedures

    Finally, the 4th in my series of postings. I have attached the constituent entry procedures and some other general helpful procedures. Karen
    Posted to Forum by Karen H. Hartt on 03-22-2010
  • RE P&P - Actions

    Hi all. Next installment, this one deals with actions in RE. I removed the Action Track information from this package as it was in my Action Track group, imagine that... I'll post the Action Tracks a bit later. Karen
    Posted to Forum by Karen H. Hartt on 03-19-2010
  • RE P & P Manual - Bequests & Prospect module

    Hi all. I have had many requests for my procedures manual since my original post last fall. My manual is many individual documents, some are general in nature and others relate to my organization. I have grouped and zipped the more general procedures for easy distribution to those who have requested...
    Posted to Forum by Karen H. Hartt on 03-18-2010
  • RE User Manual

    Hello, Attached is my organization's RE User manual. It is a work in progress and I welcome any feedback/constructive criticism. Thanks, Brian
    Posted to Forum by Brian McGuire on 03-18-2010
  • Raisers Edge Policies and Procedures Guideline

    Originally shared by Robert Kudyba of the Center for Arts Education on March 21, 2008 .
    Posted to Forum by Douglas Clinton on 03-16-2010
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