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...

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...

I'm just wondering how many Funds people have/use? At the moment we have about 10 restricted funds and 1 unrestricted. Whenever we get gifts that go in the restricted funds, we also use Gift Subtype to further break down the restriction if necessary - eg The fund might be a regional office, and then...

We currently offer the option of joining our monthly giving program on the back of our direct mail appeal slips. I'm trying to come up with a simple way to track that these people were direct mail donors and are now montly givers so I may track the impact on my direct mail program, how it impacts...