Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: transferring to a letter the info found in a donor category report (for donor recognition wall) Marking an email as the preferred email Several criteria for a query HELP??? Unanswered Posts: Advertising...

This question was posted a few years ago, with no suggested solutions - any now? Am I correct in thinking that it is impossible to sort the gifts to other organizations entered on the prospect tab? There's huge value in being able to look at these gifts in different ways: by amount (largest to smallest...

We have a new major gift team and they have asked that we create 3, 6, 9, 12, and 18 month strategies for their assigned prospects. We are using the proposals and actions to track individual actions. Does anyone else create these type of strategies and if so how/where do you manage them. Thanks for any...

Our company uses WealthPoint for its constituents as part of our prospect research in RE7. Can WealthPoint be used for non constituents as well? Does anyone know if it's Web-based? Right now I'm doing a comparison of WealthPoint, WealthEngine and DonorSearch to see what we get on different prospects...

Does anyone have examples they could send me of the attributes they've used to track prospects in RE? We want to start doing this but want to pull from some examples first. Thanks!

My organization just implemented Raiser's Edge in March 2009. We want to be able to store our gift forecast information in Raiser's Edge so we can create reports each month that show our actual progress vs. forecast. For major givers we estimate how much we think they will give and which month...

Does anyone use ALL of the fields on the general tab of proposal? I am trying to figure out what to use them for. Specifically, I'm not sure how to use instrument and type of gift. Any suggestions?

I have some old prospect research data - values of homes, boats, estimated household income, etc. from the early to mid 90's. No one at my organization is using it. What's your opinion - should we keep this info on file, or should we delete it? How does your organization handle old prospect research...

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...

Hi all, I've been asked to produce a custom report for a fundraising team that includes prospect name, last action on record, next action(s) on the record, general prospect data fields (on Prosect tab) and proposal data fields (also on Prospect tab). After some research it seems it is not possible...