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...

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...