Reminders for donor-requested reporting?

Cathy Spencer

We have a small number of donors who do not want an acknowledgement with each gift.  They would like a variety of reporting -- one wants end of year statement only, another would like quarterly and a couple would like semi-annual reports.  Is there a way to set up a reminder in Raiser's Edge that will alert me to this automtically?  I am currently using Outlook reminders but would like to keep it in RE if possible.  Is there a way to set up a recurring action every 3 months, for instance?

Thank you for your help!

Angie Stumpo

You could look into setting up an action track. I haven't done it like that before, but it might work. Good luck!

Cathy Spencer

Angie Stumpo:

You could look into setting up an action track. I haven't done it like that before, but it might work. Good luck!

Thank you