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  • Pop up box

    I work from home and access our company's Raiser's Edge database via a VPN. Sometimes it takes a while to access larger amounts of data. When this happens, a box pops up that reads, "Retrieving these records may take several moments, continue retrieving records?" Then I need to click...
    Posted to Forum by Nathan Medina on 01-19-2012
  • Re: Restricted View by Fund Raiser

    Dear Charlotte, Thanks for your advice. Currently we are restricting each user with same method which you describe in your response, with the identical problem, too many fund ids for one fund code. At Central Office when we develop reports, developer has to be extra cautious and take longer time for...
    Posted to Forum by Ali Khan Dawood on 01-22-2011
  • Restricted View by Fund Raiser

    Please guide how to restrict view to user for funds he/she has raised? Example: There are two fundraiser each one is soliciting funds for a particular cause. I would like to restrict view of donation raised them only.
    Posted to Forum by Ali Khan Dawood on 01-21-2011
  • Wild Card - Searching records etc

    I am in the process of putting together a process guide. Does anyone have a written process guide which contains indepth steps for searching records, queries etc. what wildcards ar most commonly used in the sotware. thanks Mary
    Posted to Forum by Mary Pelikan on 01-10-2011
  • Power User

    Does Raiser's Edge have the capability to give one or more users "power user" rights? If so, how do I assign those rights?
    Posted to Forum by Alicia Krall on 10-14-2010
  • The functionality of "Jobs" and how to track Volunteer Job Assignments - how to use?

    Does anyone use this function and if so, how do you use it? Do you find it helpeful? We want to tract different Community Groups effectively! Thanks!
    Posted to Forum by Caryn Crawford on 09-21-2010
  • Re: Appeal Performance Analysis

    Hi R.L.B., If you select Tools, User Options from your main menu, on the Records tab of the window that appears highlight the word Appeals in the tree view on the left. Once you have made that selection, on the right, use the drop down to select Description for Appeal format and now when you run it,...
    Posted to Forum by Naomi Harding on 07-22-2010
  • Re: Year end receipts/statements

    Hi Kelly, To format how gifts that have been marked 'Anonymous' appear on your Reports, from the Main Menu, select Tools, User Options, Reports, Gift Preferences and from the drop down box to the right, you can select to either have them appear as 'Anonymous', Leave the name intact or...
    Posted to Forum by Naomi Harding on 02-23-2010
  • Addressee/Salutation

    How can I define rule and add globally addressee/salutation in the following conditions: Condition 1 : Donation was recorded in an individual’s name say Mr. Stephen Khan. He is married which also specify in RE and his spouse name is also appearing under relationship. On addressee/salutation how can system...
    Posted to Forum by Ali Khan Dawood on 01-28-2010
  • Login ID

    Please guide if there is any limit of charters for making new login ID. Currently as RE supervisor I am using 27 character login ID, but if I use RE Anywhere, it limit to 20 characters. Please guide and thank you in advance.
    Posted to Forum by Ali Khan Dawood on 01-28-2010
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