Welcome to Forums
Sign in
|
Join
|
Help
|
Forums
in
Current Tags
(Entire Site)
Search
Higher Education
Human Services
Healthcare
K-12 Schools
Arts & Cultural
Faith-Based
Foundations
Environmental
Animal Welfare
Associations
Fundraising
Constituent Relationship Management
Financial Management
Education Administration
Website Management
Direct Marketing
Ticketing
Consulting Services
Blackbaud Interactive
Training
Data Enrichment Services
Blackbaud OnDemand
Custom Report Solutions
Staffing Solutions
Maintenance
Disclaimer
Donor Acquisition
Prospect Research
Performance Benchmarking
Data Enrichment Services
Higher Education
Human Services
Healthcare
K-12 Schools
Arts & Cultural
Faith-Based
Foundations
Environmental
Video Interviews
Alerts
Knowledgebase
FAQs
Case Central
Downloads
Forums
Blogs
Support Newsletters
User Guides
System Recommendations
Blackbaud Conferences
Blackbaud Delivers
Target User Forum
Web Seminars
User Groups
Industry Events
Regional Seminars
Who We Are
Contact Us
Careers
Blogs
Press Room
Philanthropy
Nonprofit Resources
Partners
Investor Relations
PCI Compliance
Home
Blogs
Forums
Photos
Downloads
Browse by Tags
prospect management
(
RSS
)
action tracks
actions
batch
campaigns
client document
crystal reports
donor category report
email
EmailFinder
error messages
events
Forums Roundup
gift in kind
gifts
gifts of membership
grants
mail merge
NetMembers
policies and procedures
proposals
query
RE:Search
reports
solicitors
WealthPoint
11/11 Forums Roundup
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...
Posted to
Weblog
by
Douglas Clinton
on 11-11-2009
Gifts to Other Organizations
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...
Posted to
Forum
by
Rebekah Grote
on 10-07-2009
individual Prospect Strategies - Where to store and track them.
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...
Posted to
Forum
by
Laura Simmers
on 09-30-2009
WealthPoint accessibility
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...
Posted to
Forum
by
Diane Lewey
on 08-31-2009
Tracking prospects through attributes without search module
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!
Posted to
Forum
by
Kathy Knox
on 07-02-2009
Tracking Gift Forecasts
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...
Posted to
Forum
by
Chris Wright
on 06-16-2009
Proposal Fields
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?
Posted to
Forum
by
Ashley Schuster
on 06-10-2009
Old prospect research data?
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...
Posted to
Forum
by
Faith Danforth
on 05-05-2009
How to Track Volunteer Solicitors' Actions/Activities
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...
Posted to
Forum
by
Cathy Johnson
on 04-09-2009
Last Action/Next Action Report for Constituents with data on the Prospect Tab
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...
Posted to
Forum
by
Keith Scott
on 01-09-2009
Page 1 of 2 (17 items) 1
2
Next >