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...

Does anyone have a policy for using the Notes Tab that they could share? We realized that, when pulling a Constituent Profile Report, it is impossible to sort the notes in the profile, so the dates and note types come out in a seemily random fashion. This is a problem because it is potentially confusing...