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reports » solicitors (RSS)
  • Raiser's Edge - Reports - 'Error in Reports 544'

    Hi, I am trying to run a solicitor report and keep on getting the error message 'Error in Reports-544'. Has anyone else had this issue? does anyone know how to resolve it? Thanks for your help in advance! Sandra Donor Relations Coordinator YMCA of Honolulu Honolulu, Hawaii 96813
    Posted to Forum by Sandra Critchfield on 09-19-2011
  • Validation Reports Not Including Solicitor For One Constituent

    We run a daily batch gift report in detailed view so as to display assigned solicitors along with each constituent. We're having a problem where one constituent is showing up on that report without a solicitor, even though one is assigned in his RE record. I have deleted and re-added the solicitor...
    Posted to Forum by Tyson Clugy on 05-24-2011
  • friends-asking-friends-style events and soft credits

    My organization does events in which fundraising teams solicit large quantities of small gifts from co-workers and acquaintances. Some teams have our board members on them, and when this is so, the money raised by that team needs to be counted toward the appropriate board member's "give or get"...
    Posted to Forum by Jake Fried on 03-17-2011
  • Prospect/Contact List for Solicitors

    Does anyone know if there is a way to create lists for our solicitors of who they are contacting and how to reach them? Like this: Solicitors Name 1. Prospect1, name, address, phone and email 2. Prospect2 name, address, phone and email 3. Prospect3 name, address, phone and email I have been creating...
    Posted to Forum by Andrea Carlin on 02-22-2011
  • Best report for full Solicitor information?

    I would like to get the following solicitor information for a specific fund Name How much they have raised Number of gifts/donors Individual solicitor goals Is this possible within a report? If so what is the best report to use.
    Posted to Forum by Erin Buell on 01-19-2011
  • Pledge Reports with Current Solicitor

    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...
    Posted to Forum by Carrie Gunder on 08-10-2010
  • Update Suggestion – Table Definitions & Field Map on Code Table Report

    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...
    Posted to Forum by JP Provencal on 01-12-2010
  • Solicitor Performance Report

    We are running an Annual campaign for a school district and assign solicitors to track performance by schools. Solicitors are the individual schools. Presently when a student graduates from any one of the 5 elementary schools and moves onto to the middle school, we are deleting the elementary school...
    Posted to Forum by Sunni Won on 09-13-2009
  • Solicitor reports

    Hello All, Does anyone know how to run a solicitor report? A director would like to see name, address, phone, last gift, last gift designation, solictior and notes and notes from last action. I have been exporting into excel, which makes it very cumbersome and time consuming. He would like these reports...
    Posted to Forum by Ellen Yanni on 01-31-2007
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