Collection Tin Managment

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Vicki Dutton
Vicki Dutton
Fifth Anniversary Photogenic First Comment Activity: First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi all


Does anyone have a solution for managing collection tins via Raiser's Edge? We are looking for a way to book them in and out, be able to query outstanding tins (i.e. that have been out for a certain length of time and not returned) and record the income we get from them easily.


Thanks

Vicki

 
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  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary 5,000 Likes 2500 Comments Photogenic
    Discussion moved to Raiser's Edge forums. Thanks!
  • Elaine Tucker
    Elaine Tucker Community All-Star
    Ancient Membership 500 Likes 100 Comments Photogenic
    I'd create a constituent record for each tin. When someone signs out the tin, put their name and date from in the relationship field, with relationship of "tin signed out" and "individual" (or something similiar)  when they return the tin, you can update the relationship to tin returned, and put a end date on the relationship.


    When the donations from the tin come in, you can add them to that tin as a "gift" on their constituent record.


     
  • Vicki Dutton
    Vicki Dutton
    Fifth Anniversary Photogenic First Comment Activity: First Reply
    Thanks Elaine, we will give that a try!

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