Contact Report Question

Sara Deur · April 2019

Hi everyone. I'm new to my job and RE. My boss has used RE in previous jobs, but is also new to the organization. She has asked me to build a contact report in RE that replicates our Word version for our fundraisers. I've been searching through documents and user guides and am not sure this is possible? Can anyone point me in the direction of where in RE I would do this?

John Heizer · April 2019

That greatly depends on what is in the Word version. It might be possible with a simple Export, might require multiple Exports, or might require a custom Crystal Report.

Cathleen Mai · April 2019

Maybe you can share an example?

Aaron Rothberg · April 2019

Hi Sara-

To get you started, create a new Constituent Export. Choose Blackbaud Simple Word Merge for your format. Select the fields you want to include in the Word document and then add those fields into the Word document from the Add-Ins tab (screenshot below).

Sara Deur · April 2019

Thank you for your quick replies. I'm sorry for my slow response, I thought I had some time to work on this last week but then everything changed.

The form is not very complicated. I just asks the following questions:

Name:
Short Description:
Purpose: Discovery, Cultivation, Solicitation, or Stewardship?
Date:
Strategic Next Steps:
Follow-up Tasks:
Database Updates:
Assessment:
    Assign/Unassign- Prospect
    Major Gift -
    Planned Gift -
    Lead Annual Gift -
Details:

I've signed up for a Crystal Reporting class in a couple of weeks, but in the meantime, are there any suggestions? I'd like to incorporate these questions into RE or RE NXT) as a place for our fundraisers to enter their contact reports - is this possible?

Thank you!!

Cathleen Mai · April 2019

I assume that most of these fields either live in "Action" or "Prospect"?

It looks like you should be able to pull them with an export as described by Aaron.

Sara Deur · April 2019

They actually are not live - that's what I'm trying to figure out. How do I make these questions "live" in RE? Can you point me to any resources to help figure this out?

Cathleen Mai · April 2019

Do you have the prospect module? (If you do there would be a tab on the top, called Prospect.)

If not, I would have these information go into Actions.

I have our Action types and part of our Proposal record policy attached. Hope this gives you a starting point.

Sara Deur · April 2019

Thank you, Cathleen! I really appreciate your help!!

Contact Report Question

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