Procedure manual

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Ida Ortegon
Ida Ortegon ✭
Fifth Anniversary Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
I've been tasked to develop a procedure manual or guidelines for entering constituents into Raiser's Edge NXT. Does anyone one have a manual that they have developed for their organizations that would be willing to share?
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  • Rachel Lee 2
    Rachel Lee 2 ✭
    Seventh Anniversary Facilitator 1 Photogenic
    Hi, if you connect with me via Blackbaud I can send our copy via return message

    Rachel
  • Heather MacKenzie
    Heather MacKenzie ✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic
    If you haven't already, do a search for this here in the Community. I know there have been other threads about procedural documentation, but I couldn't tell you off the top of my head about gifts vs. constituents, etc.
  • Cindy Kellett
    Cindy Kellett ✭
    Fourth Anniversary First Reply
    Rachel,

    Thank you for helping Ida. I am also taking on the procedural manual task. Hope you don't mind sharing some more!

    Do you mind if I email you as well?


    Thanks,

    Cindy Kellett
  • Ida Ortegon
    Ida Ortegon ✭
    Fifth Anniversary Photogenic First Reply
    Hi Rachel, thank you so much for reaching out to me. I would greatly appreciate any help you can provide.

    Ida
  • Jeannie Goings
    Jeannie Goings ✭
    Fifth Anniversary Facilitator 2 Name Dropper Photogenic
    It might be helpful for you to reference the gift entry and the constituent entry guides from Blackbaud. Many of the details and screenshots have already been created. If you have Acrobat Professional it might save you some time.
  • Cindy Kellett
    Cindy Kellett ✭
    Fourth Anniversary First Reply
    Thank you Jeannie. Great deal of info to capture! Appreciate the 'heads up'.


    Cindy Kellett

    SC First Steps
  • Ida Ortegon
    Ida Ortegon ✭
    Fifth Anniversary Photogenic First Reply
    Thank You Jeannie, that's a great idea.

    Ida Ortegon

    Paso del Norte Health Foundation
  • Cathy Colunga
    Cathy Colunga ✭
    Ninth Anniversary Photogenic First Reply
    I would like a copy as well. :)
  • Christine Finch 2
    Christine Finch 2 ✭
    Third Anniversary Photogenic First Reply

    May I have a copy too please

  • Cathy Colunga
    Cathy Colunga ✭
    Ninth Anniversary Photogenic First Reply

    I would like a copy too

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