I know that it is mentioned in knowledge base solution BB94430, that customizing an export or editing the relationship tree isn't possible within Raiser's Edge. In our database, most of the organizational constituents have relationships with other organizations who in turn have relationships...

Hi all, I'm hoping you can assist me with this issue. We just finished an event in which we had both individuals and contacts from different organizations attend. I've been given the task of isolating these same persons so we can be sure to send them an invite for this same event next year. It's...

Good morning, I'm a bit new to this, but thought I'd take a shot and ask how you handle your parents at your school? Are they enetered together or separately? We are a small private school in Pasadena, looking into possibly separating out our parents for ease in running the events module and...

Good afternoon all, I would like your opinions on how you track the following situation: I have a gift officer who is going to solicit an organization for a donation. She wants to eventually solicit the CEO of that same org, knowing that he may give through the organization, as a personal donation, or...

I am looking for a simple way to convert our yearly student information form mailouts to parents into the user profile update that would update the students in a family and the grandparents. Does anyone know how to do this? I have set up what I think is the form I need. Although, when I edit the relations...

We want to mail to employees and elected officials (Relationship code) of certain organizations in a query. Some of the relationships are non-constituents, some are individual constituents (some are contacts, some are not: that is not a criterion). When using Quick Letters to produce the mailing list...

Just wondering if any of you use the term "tree topping" when using RE 7. My understanding is that its not the same as the Relationship tree; tree topping is considered to be only for donors who need to have multiple accounts. If you do use this and can help,please repond. Thank you

Tracking people who know each other from attending event together in the Relationship Tab I would like to get other people's opinion on this matter: We have an annual gala with about 650 attendants. (we do usethe events module.) I am wondering if it is worth it to track those who sat next to each...