Hi folks, hoping for some help on notifications. When I create a future action in Raiser's Edge, I click the notify button and assign certain users to be reminded. I also click that I want both a reminder in RE and in Outlook. I then save and close and choose a reminder for 1 day ahead. When I save...

Have only come across this when something was missing or entered incorrectly. (reminders not checked, run date mis-typed) If you haven't solved this one yet, I would call support and get the live help they should be able to diagnose it fairly easily - there are so many factors involved running this...

I just tried to run a Reminders Report through Mail and it keeps telling me there is "No Criteria". I've doubled checked the pledges in our system to see if there was something missing/unchecked/etc. and nothing seemed wrong. I even ran this as a include all records and dates criteria and...

How can I delete the reminder history in the donor's record?

Can someone please explain to me exactly what the Pledge Reminder Report is? I am getting ready to send out reminders for the first time. I ran the reminders with an end date of February 29th. That came out fine. Then I ran a 'Reminder Report' which I thought would be a list of all of the reminders...

For our Major Gift ($50K+) donors we just started sending an annual "reminder" this year. It's more of a statement, than a reminder - a really nice, grateful letter saying that their original pledge was X, we've received the following payments & the balance is Y. For smaller...

We use a gift attribute on the pledge, with the following table: "Written", "Verbal", "Based on first payment". Contrary to gift subtype, attributes are readily available on pledge canned report for filtering. This is helpful at the time of reminder...

Hi there, I've looked at all the pledge reports and can't figure out which one could solve my problem. I would like to be able to run a report that will show me when pledges are over, meaning paid off. I'm new at RE so bear with me! When a pledge is over, and you have the send reminder box...

Jan, if you set it up as a pledge with a payment schedule equal to when you want the credit cards deducted, and add an attribute or gift code that lets you know what type of pledge. Then your pledge reminder report will help you keep track of whose card to run on what date! And when you batch the gift...