My mailings have many duplicates in them because I have someone who has their own record, they are also a contact on an organization that we mail to, and they are also on another organization reocord as a contact because they sit on their board. I have a variety of mailings that I send out that are more...

I am working on linking parents b/w EE and RE and the current students have been linked and synchronization seems to be going well. Once we started linking parents, we had an issue with parents who are nonconstituents on RE side and relationship links being broken on EE side. We are unique because in...

I am doing some testing and here is what is occuring: I export First/Last Name of the constituents and the name of individuals that are one kind of individual relationship. When I open the .mdb file CR XI only sees CnRelind_1_01_Name, but not CnRelind_1_02_Name, etc... Instead it puts the names from...

Hello! We are working to create a process for marking that a constituent has no children. Our current policy is to record children as relationship records. However, we now want to track where someone has no children. I'd like to hear how other organizations track this information and the benefits...

Is it possible to see more constituent information when you are entering data into a batch, depending on your configuration? What has brought this question about is an on-going debate here about time spent entering donations. When I enter donations, I keep all the paperwork together and cross-reference...

Under individual relationships what is the difference between the primary business information check box and employee check box? Why are both listed since the primary business information as per Knowledgebase is used to indicate that the business is the indivual's current employer. This seems redundant...

We have several organizations that have many employees to whom we send specific mailings to ie) We want to send the notice for our Annual General Meeting to the Executive Director of an organization, but we want to send our quarterly activities brochure to the Social Coordinator of the same organization...

We did our initial Integration with the spouses as non-constituent records in RE, linked to their individual records in EE. We are getting ready to implement Online Campus Community - and want to break out the spouses in RE to be their own constituents. That way - the spouses will have their own record...

I come from a professional services sales background where I have used CRM software in managing client relations for the last 20 years. When I started in this current non-profit I was introduced to RE and found that it did not cater for opportunity tracking and other CRM features that have long been...

Tracy - We have our family records integrated between EE and RE. In terms of data - I always believe the more detail the better. We have Father, Mother, Step-Father, Step-Mother, as well as Daughter, Son, Stepdaughter, Stepson. This is especially helpful to our development staff when the child's...