Checking badges
TEst Topic RBE 1* Test *
On a constituent's pledge (found in gifts tab), next to the check box "send reminders," I click the history button. This shows the pledge reminders which have been sent. We forgot we had already done it once, so when we did it again we realized we had made a mistake. We'd like to remove the duplicate reminder.
Something I've often wondered but never been able to track down a solution to is this: if a user enters an action to the wrong constituent, is there a way to transfer it other than deleting it and entering it in anew? I know there's a way to do this in Salesforce, but can't see how in RE. I'm looking for something that…
Hi there. We posted checks to a new appeal and now the post report doesn't work. Not sure where to look for help. Ideas and solutions welcome! Thanks.
Hi all, I am a new user on RE and am curious what the best practices are regarding automatically generated pledges. My organization has created a system where an automatic pledge is generated if the constituent who donates has a relationship with a company that matches gifts, but lately we have encountered many instances…
Hi there, We have a donor who paid for membership [donation] for other 2 people. How do I record this in Raiser's Edge? I'm new to RE and not sure what the best way is. Our old database allowed us to enter a gift and then it had a "Paid By" option to select constituent ID for other donor who paid for that gift if it wasn't…
How do other organizations enter gifts from 3rd party fundraisers such as Givemn.org? Do you enter the gifts as pledges then pay the pledge when the money is dispersed to your organization and how do you handle the fees that are subtracted by the 3rd party? Thank you!
i am a new user and i have coded a new donor anonymous but I have some that have given gifts and they come up on reports as anonymous. How can I find out who they are?
Hello all, This might have been covered in another thread. If so, please point me in the right direction. I am new to my role in my organization and am learning a lot about RE! Here is what I am looking for: A Query or Report that will give me: 1) All gifts and pledges for a specific calendar year (i.e. 2013). Our company…
It looks like you're new here. Sign in or register to get started.