Hi Deborah, I will also start tracking prospects in the Proposal tab. Would mind sharing your process? We used Prospect tab mainly to track proposals that are going out but never major gifts prospect management. Thanks in advance. Rose

Most of the giving history for donors in our database goes back to the mid 1980s--although some do not go back that far. There were multiple databases in use before RE; some data transferred better than other. We recently discovered hard copies of major donor lists from the 1970s. The lists did not include...

Hi, I'm a new user of RE and we've had so many hands in the system that I'm trying to research the best way to track prospects without purchasing the optional module. The module may be an option but right now I'm looking at Actions to track. Does anyone have good policy/procedures using...

My Institution is looking into purchasing the Search module for prospect research and proposal tracking. I was hoping to get some opinions of the module and see if there was anyone who has the module who does not use Target Analytics for their screening especially. We are using wealth engine for our...

We have just finished our second fiscal year with RE and are struggling with how to track our annual fund prospects. The first year, we used Ratings, but because the "Description," where we put dollar amount, was a text field, we could not use greater than/less than in queries. Then, based...

The functionality in RE 7 does not facilitate connecting one proposal to more than one constituent. This is problematic because we are tracking major gift solicitations via this tool and reporting is artificially inflated if we apply a proposal to more than one constituent despite the fact that a gift...

We have used the prospect module for less than a year. The canned reports don't really meet our needs. We are still tweaking the way we use the proposal fields and because of this, building Crystal Reports would require frequent changes so we export to excel and manipulate data there. We require...

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?

Hi David, I just worked this out with our development department last week, and we've arrived at similar conclusions you have. I've attached a document that has helped us better understand these two fields. We've actually renamed the prospect status field to readiness tier to avoid confusion...