For our annual dinner gala, we use a prospect list in Excel to show past solicitors for each year and each company. There are over 900 companies listed on our prospect sheet, about 75 solicitors, and many cases where there are multiple people soliciting one company. I've created a system to move...

My solicitors want to be able to see when their assigned people fall behind on commitments or have installments due soon so that we can be more proactive about working with the donors instead of just sending reminders. I have looked at a ton of reports but some don't have solicitor as an optional...

I have a question about the Prospect Tab in Raiser's Edge - we just signed up for this, and are about to start using it. My question involves classifying projects: for example we want to sort the parents by grade, and assign them different ratings - e.g. A,B,C and assign solicitors to each. We want...

Our Workforce and Economic Development department wants to track their clients/contacts in Raiser's Edge. I would like to know if there are other educational users out there that have broadened their use of RE to include non-Development related records. I believe these records could be related to...

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...