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...

we've very recently upgraded to RE Enterprise v7.85 the screen shot shows a new individual relationship on an organisation constituent. i think there's too many fields duplicating the same info e.g. Job Title, Position, Relationship/Reciprocal, Contact Type. but will omitting certain fields impact...

in Bio1 you need to use the business tab, enter the organization name through the binocular, if the organization has its own record, this will automatically link the person to the organization (make sure you add the relationship and enter employee -- Reciprocal: employer - you can also check the contact...