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Jayme Klein
Jayme Klein
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in Blackbaud Raiser's Edge NXT®: General Discussion
I had started this discussion within the Champions forum, but it might be a good point of conversation here:


For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.
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  • Claudia Sauers
    Claudia Sauers
    Seventh Anniversary 250 Likes 100 Comments Name Dropper
    It's so hard to choose! But when used properly detailed notes and actions make my heart sing. 
  • Betsie Chilton
    Betsie Chilton
    Ninth Anniversary 10 Comments Photogenic 5 Likes

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    Detailed actions are my 'go-to'! 

     

  • Linda Mikelson
    Linda Mikelson
    Tenth Anniversary 10 Comments Photogenic Blackbaud Certified
    Notes and Actions I use for Prospects, Relationships are crucial for students/alumni where we record program they graduated, athletics teams they participated, honour societies they belong to etc. As well as, we use Fund Relationships to record scholarships students receive in each semester (academic year).
  • Marie Stark
    Marie Stark Community All-Star
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    I would say actions.

     

  • Jayme Klein
    Jayme Klein
    Eighth Anniversary 10 Comments Photogenic 5 Likes
    We have a weekly push report for all actions entered. I read through them all and pull pertinent info to put into the Notes section.
  • Joanne Felci 2
    Joanne Felci 2
    Ninth Anniversary 1,000 Likes 1000 Comments Photogenic
    Attributes is the most useful tab for me - it is where I keep all my segmentation information

  • Barb Faasse
    Barb Faasse
    Seventh Anniversary 10 Comments 25 Likes Photogenic

     

    I think I'd have to say Attributes as well. 

     
  • Chris Rainwater
    Chris Rainwater
    Ninth Anniversary 10 Comments Photogenic 5 Likes
    I feel like actions would make the biggest impact on my organization and I'm working towards getting buy in!
  • Tim Ambrose
    Tim Ambrose
    Ninth Anniversary 25 Likes 10 Comments Photogenic

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    Relationships is the most important function I use daily

  • Amy Dana
    Amy Dana Community All-Star
    Tenth Anniversary 500 Likes 100 Comments Photogenic

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    As a database person who does no fundraising, I'd say the Gift tab. Event participation, modes of giving, dedication - it's all there for me.

  • Jeremiah Pierce 2
    Jeremiah Pierce 2
    Tenth Anniversary 100 Likes 10 Comments Photogenic
    Actions (when used correctly) 
  • Lawrence Rush
    Lawrence Rush
    Eighth Anniversary 250 Likes 100 Comments Photogenic
    It's a toss up between the three. I think they become most useful when used in conjunction with each other. Each stores a little bit of different information.
  • Angie Stumpo
    Angie Stumpo
    Ancient Membership 100 Likes 100 Comments Photogenic
    I would have to say gifts because our org hasn't been the greatest historically at utilizing actions. I think if used, actions would be better but for now gifts basically tells us the most about the relationship the donor has with us.
  • Brinkley Smith
    Brinkley Smith
    Seventh Anniversary First Comment

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    As the list manager attributes really was my bread and butter. We spent a lot of time creating innovative ways to more easily get people into the right buckets. 

  • Kelsi Griffith
    Kelsi Griffith
    Tenth Anniversary Photogenic First Comment Praiser Level 2

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    We are a big actions group. Our Gift Officers record a lot in actions and help us plot donors in the pipeline. Especially for those initial qualification visits. We also use notes a lot for biographical sketches.

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
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    It can vary but I'd say it's the gift tab/giving history for us.
  • Tatiana Slobodcicov
    Tatiana Slobodcicov
    Ninth Anniversary First Comment

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.


    I use all of them. Relationships section is good to relate individuals to organizations.

     

  • Rachel Bailey
    Rachel Bailey
    Ninth Anniversary 100 Likes 100 Comments Photogenic
    Actions is definitely the most important for our gift officers and fundraisers.  As the Database Administrator, I find Relationships really helpful for linking records and understanding the information on the other tabs.  I'm also with Amy Dana and JoAnn Strommen on the Gifts tab, too--I spend a lot of my time there.
  • Heather MacKenzie
    Heather MacKenzie
    Tenth Anniversary 1,000 Likes 1000 Comments Photogenic

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    Every tab in the constituent record can be useful somehow.  I find all the information to be valuable.

  • Sunshine Reinken Watson
    Sunshine Reinken Watson Community All-Star
    Ancient Membership 1,000 Likes 500 Comments Photogenic

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    They are all important, but actions are the best for tracking history of your "touches."

  • Christine Cooke 2
    Christine Cooke 2
    Ancient Membership 1000 Comments 500 Likes Name Dropper

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    It's hard to choose -- but I think in a school environment that if I had to prioritize I would say

    1. Relationships

    2. Actions

    3. Notes
  • Kim Gifford
    Kim Gifford
    Ancient Membership 10 Comments Photogenic Name Dropper

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    Relationships for Alumni graduation year and major and for spouse and family relationships. Actions is used mostly by our fundraisers. And notes is a great place for information that you won't necessarily need to "search for."

  • Leilani McHugh
    Leilani McHugh
    Ancient Membership 10 Comments Photogenic 5 Likes

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    If you're talking about parts of a constituent record, I'd say giving history, relationships and notes.  If you're talking about RE in general, I find myself in reports, to be the most useful tool in RE.

  • Madelyn Kempen
    Madelyn Kempen
    Seventh Anniversary First Comment Blackbaud Champion Connector Level 1

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one sc

    I like using Notes. It's easiest for getting detailed information in one place. 

  • Jennifer Lange
    Jennifer Lange
    Tenth Anniversary 100 Comments 25 Likes Photogenic

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    Depends on your job. I do a lot of gift processing, so I'm ALWAYS on the Gift tab.

  • Peggy Ford
    Peggy Ford
    Seventh Anniversary First Comment Activity: First Reply Facilitator Level 1

    ​​I prefer notes, attributes and relationships





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  • Jayne OLeary
    Jayne OLeary
    Eighth Anniversary 10 Comments Name Dropper Photogenic

    Hi Jayme,

    I find if the notes are in the files then anyone can follow your actions, sometimes we aren't perfect with our use of the appropriate tabs but if its in the notes including images for bios etc your halfway right.

    JayneO

    Jayme Klein    :

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

     

  • Rachel Slager 2
    Rachel Slager 2
    Tenth Anniversary 100 Likes 100 Comments Photogenic
    of the three mentioned: Actions, when there is buy-in and a guidelines for consistency.  I find Notes frustrating because people dump critical information there and then don't also put it where it belongs (notes that contain relationships/actions/ even solicitation preferences) which makes reporting and analyzing donors an impossible task.  But if no one is using actions, then Notes becomes a more critical section. 
  • Linda McMillan
    Linda McMillan
    Tenth Anniversary 10 Comments 5 Likes

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    It is difficult to choose. Like others...Actions and Notes allow for more details.

  • Lia Wilson
    Lia Wilson
    Tenth Anniversary 10 Comments 25 Likes Photogenic

    Jayme Klein:

    I had started this discussion within the Champions forum, but it might be a good point of conversation here:


    For RE users, which section is the most useful (relationships, notes, actions, etc.)? For me, notes and actions are critical to my prospect research, but relationships make it easy to see it in one screen.

    Currently, I'd say Gift tab, Relationship tab, and then Notes. Our Attributes tab desperately needs updating and cleaning up, but there are a few attributes that are essential for our payroll deduction gifts from employees. We're currently learning more about the other tabs, so it will be interesting to see if my answer changes in the future.

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