We are in the process of reconfiguring our RE installation and in the process we are trying to learn how to get the data out. Here’s the scenario: Have two married constituents and a trust. The two constituents are linked as spouses. The husband is checked as Head of Household. There is a relationship...

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...

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...

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...