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10/14 Forums Roundup
We want to know how you use the Forums - please take our poll in Forums Feedback. Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Batch Commit Control Report Event Essentials Question Using Microsoft Query to access the database...? Pledge Payments...
Posted to
Weblog
by
Douglas Clinton
on 10-14-2009
2 acknowledgees
What do I do in a situtation where I have two acknowledgees? ie) Jane Doe passed away and has two surviving children and a husband. Some of the memorial gifts want the acknowledgement to go to the widower, some want it to go to the son and some the daughter. Although I have tried to set up the memorial...
Posted to
Forum
by
Rose Orr
on 09-12-2009
Re: Memorial gifts but no tribute module
I like the suggestion of using a gift attribute especially with the table for consistent, correct data entry. As Katrina said, volume may determine what works best for you. We don't have the tribute module either. I have a constituent who gives to our annual campaign whenever a friend dies. For these...
Posted to
Forum
by
JoAnn Strommen
on 09-04-2009
Memorial gifts but no tribute module
Hello all, I'm hoping you can give me some help with tracking memorial gifts without the tribute module. We don't get many but we were just informed that we should expect many for a constituent that recently passed away. I haven't had to worry about this much because there have been so few...
Posted to
Forum
by
Chris Parrish
on 09-03-2009
8/26 Forums Roundup
Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Policies and Procedures Manual Procedure for capturing additional information that accompanys a tribute gift? Entering revenue into RE without using the Events module No Results In Constituency Keeping...
Posted to
Weblog
by
Douglas Clinton
on 08-26-2009
Re: Procedure for capturing additional information that accompanys a tribute gift?
We do three things to capture data regarding tributes: 1) When we are entering the gift in the batch we select the "Tribute" button (looks like a scroll), select Add New and then locate the person who is being honored. This allows us to easily track tributes from both the donor and the honoree...
Posted to
Forum
by
Jana Hernandez
on 08-20-2009
8/19 Forums Roundup
Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Policies and Procedures Manual Entering revenue into RE without using the Events module Constituency codes... Events Module: Participation Unanswered Posts: Procedure for capturing additional information...
Posted to
Weblog
by
Douglas Clinton
on 08-19-2009
8/12 Forums Roundup
Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Events Module: Participation Policies and Procedures Manual VSE Report Tributes - without the module Board members submitting expenses for attending meetings as Gift-In-Kind Unanswered Posts: Acknowledging...
Posted to
Weblog
by
Douglas Clinton
on 08-12-2009
Re: Tributes - without the module
We do not have the tribute module either. Is your question on ways to deal with who the tribute is in reference to? Depending on the amount of activity we've approached it several ways. We used to use the reference field but format consistency was difficult and was afraid of missing someone. When...
Posted to
Forum
by
JoAnn Strommen
on 08-04-2009
Optional Module Monday: The Tribute Module
Record stores are full of tributes , and there's another kind of a tribute you can add to records in The Raiser's Edge. The tribute module tracks donations made in honor or memory of an individual. Tributes are added in two places: the honoree's constituent record, and on each tribute gift...
Posted to
Weblog
by
Douglas Clinton
on 07-06-2009
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