Is there any way to track or report on when or who made global changes to records? Or, how can you track changes that may have been made with tables/attributes? It need to resolve some training/security issues but this would be incredible helpful in the meantime. Any suggestions are appreciated. Thanks...

We are new to Raisers' Edge and I have been tasked with making recommendations for user/staff access and rights. We need to establish controls on who can enter & modify data, who has access to what data, etc. Can anyone point me to an appropriate knowledgebase article or have templates, defined...

Ditto, employees have access from home, one primarily works from home, but we don't have a written policy. Would be a good idea.

Here are last week's most popular forum discussions as well as unanswered posts: Most popular topics: Changes in The Raiser's Edge 7.91 Permissions for Data Entry Employees Tracking/Naming Events Board Members as solicitors or soft credits Unanswered Posts: Creating Mailing Lists and Importing...

Hello all, I work for the Episcopal Diocese of Massachusetts and recently we have decided that we will be sharing our RE7 database with our Cathedral, the Cathedral Church of St. Paul. While we are related organizations, technically this means that two seperate organizations will be sharing one RE database...

Just curious if anyone knows how I can grant one of our data entry guys permission to merge constituents.... I can't find anything in the help tabs that addresses this issue. Thanks so much! - Tricia

Has someone written a policy about staff working at home and having access to the database? We are growing and need to develop a policy.

Is there a way to change the settings so that RE does not automatically log out a user when a session is idle for 15 mins?

There's no mistaking the buzz that cloud computing has created. From board rooms to break rooms, everyone these days is taking about "the Cloud". Let's face it, cloud services--whether they be software-as-a-service (SaaS), infrastructure as a service (IaaS), or platform-as-a-service...

Does anyone have a short but precise policy and procedure for granting access to RE? Our IT dept. does not handle these requests, we do it in Advancement. I need to document our policy and procedure for granting access to RE, review security of the database, and how access levels are determined. Any...