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...

We do three things to capture data regarding tributes: 1) When we are entering the gift in the batch we select the "Tribute" button (looks like a scroll), select Add New and then locate the person who is being honored. This allows us to easily track tributes from both the donor and the honoree...

Hello everyone! I am here to get everyone’s input on how they handle entering Hon/Mem information into RE. I'm a bit overwhelmed so please do not mind the questions! Example 1 - Mrs. Smith gives a donation in Honor of Bill & Mary Johnson. Bill and Mary Johnson are not in our system. What has...