Training Manual/Cheat Sheet for Processing Transactions into RE?

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Carol Radel
Carol Radel
Ancient Membership 10 Comments Photogenic Facilitator Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Does anyone have a manual or reference sheet they've created for processing transactions from NetCommunity or Spark into Raiser's Edge? If so, would you be willing to share? I'm trying to create a step-by-step document that has the basics so our staff can follow along when they process the gifts. In particular I'm looking for membership and events, but anything would be appreciated! Thanks in advance!



You can reach me at cradel (at) themorgan.org.
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  • Nicole S
    Nicole S
    Ancient Membership 500 Comments 100 Likes Photogenic
    We are working on this. We just got BBNC and have gotten a system that works in place and now we need to document it. We are also about to be hit with some turnover/new staff, so I hope to get it sooner rather than later.



    I would also like to see what anyone else has to start.
  • Carol Radel
    Carol Radel
    Ancient Membership 10 Comments Photogenic Facilitator Level 1
    We just started too, about three weeks ago. So I've been doing all the gifts to feel it out. Now I want to hand it off, but trying to put this stuff into nice, concise steps is not so easy, especially when I feel like I'm still experimenting myself!

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