If you have Prospect Tracking or Moves Management reports that your organization is using would you kindly share sample templates with me? These could be custom or any of the standard RE reports. Thank you, Lori Hutson Annual Fund and Information Management Manager Planned Parenthood Arizona

Hello, we are gearing up to begin a capital campaign, and we anticipate having several volunteer solicitor "teams" that will be helping to solicit different donor segments in the community. How would you/could you/should you track their actions/solicitation activities in Raiser's Edge using...

Do any of you work with an organization that currently uses Action Tracks as part of a prospect management system? How does your organization use it? For how long? What have been the results? I work with a small Jesuit college that is ramping up a major fundraising initiative. I have just developed a...

I'm interested in learing how others use the Prospect tab and associated actions under the "Proposal" field to track capital campaign prospects. In particular, I was wondering if you use Crystal to develop an executive-level report of actions to be completed in a given time period...

Our school just cut over to RE. Regarding the "Moves Management" of a prospect, it appears the Prospect module works best for relatively small constituent number campaigns--like a capital campaign where the targeted number is low-- and for very select major donors. The required Actions...