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Your CFO should have ZERO control over what you add into RE - only what you transmit from RE to finance.

First, no organization should be transmitting MG Pledges to finance as actual pledges since the org has not committed the money - the form you get simply states that the donor has applied - no guarantee the company will pay - therefore it cannot be considered a Pledge in the financial sense. In this way your CFO is right.

Where your CFO is wrong is in that you should not be entering th
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We all participate in "Body Washing" everyday,chanel handbags, but so few people spend the same amount of time cleaning their brain from all the negative "NonWhy" people and things in the world. The sad part is that the spiritual dirt that builds up in your brain is 1000 times worse for you than physical dirt. You must wash your brain with positive, motivational material on a daily basis in order to stay on track to achieving your Why..
While yo
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Apologies in advance for the long message and repeats on a few other boards. I have a complicated question for anyone with experience with Raiser’s Edge. We are having some difficulty with managing prospect manager (solicitor) assignments in RE.

Currently it is our policy to:
• Assign only one person in a couple if the couple have separate records. So the spouse does not get an actual assignment. Nor do they get proposals on the prospect tab.
• Assign the individual if they give through a
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Thanks Jon,

This is exactly what we have done. I created a multi select UDF for different types of mailings as well as some other UDFs. right now we are busy going through everyone in our database and figuring out what selection each constituent should have. We took our time to think out our plan and so far it seems like it will work great.
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, Water, and (od), worked to obtain a low thickness and a circular shape. In this way the flat bread can be a filling, mo, with ingredients like mozzarella, and vegetables of various kinds. Once distributed the ingredients, before or after cooking, the mixture is enclosed to give it the classic form of a semicircle, turning the flat bread in an authentic "local". Fast to prepare and cook, did not in fact need cutlery or table at which to sit, revealing a formidable ally of those forced to skip a
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Do you SC more then one corp for the entire amount? I do not allow more than one constituent to be soft credited for the full amount (if more than one constituent is SCd the total of the SCs should not total more than the gift). Does this really happen often? I can't say I have ever had to SC more than one ORG for a gift ever - I get asked all the time to do it for more than one individual at the full amount and have to say no all the time.
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Are people using ALTRU for online sales and reservations? Or are you using a different program altogether?

We are currently using ALTRU for online donations and memberships, but we have had very limited success using it for ticket sales and program registration. The last time we had a big event we used Eventbrite to register people online and it worked pretty well.

It seems like the big problems with online sales in ALTRU include recognizing member benefits and customizing confirmation ema
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I'd rather read from the live database all the time, but the indexes aren't always suited to what we want to query, and we can't change them, and so such querying can bring RE to its knees. This is one of the situations querying the live database can be bad.

One of the things we've seen the most improvement in is exporting constituent data based on an Action query. In RE what we do can take tens of hours, and impact performance for other users. I wrote some SQL for it, which does it in a few
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Election campaign full of tension that turns even vandalism: A stained glass window practically crumbled, the other smeared with red lead and other types of paint as well as the walls and thresholds: this is the state in which the City Council this morning the PDL in San Giovanni Valdarno Maximum Mustich, warned on the phone, he found the election headquarters of his party. All? Interior of the premises, was found and handed over to the police a bolt, probably used for the split, with the inscri
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One option is to have the nightly backup restore to a copy of the database (I usually have a restore script running as a way to ensure the backup process is running okay). This could be on the same instance, another instance on the same physical server, or a different Windows server altogether. You could also have it set as read-only.
Obviously this will only report up until the last data as of the last backup.

We use queries/views/stored procedures, and the RE user experience is no worse th
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I would look into Office 365. MS will store Sharepoint in "the cloud" (expressing hatred for that term), and you will pay a subscription fee for it. Might be a lot cheaper than trying to keep extra hardware around for SP

That said, as long as you have licenses to Sharepoint (both the Sharepoint license and the Client-Access-Licenses for people using it), should should be able to copy and put onto another server.
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Do any of you have experience with setting up an intranet site with sharepoint which is not part of either the server software? Our problem is we have been running Small Business Server, which comes bundled with Sharepoint pages, such as Announcements and Calendar. We have outgrown the user capacity of SBS and will be upgrading to full server software. However, as we understand it, the Sharepoint/Intranet pages that were bundled with SBS are not included with full business server and we are n
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First of all, do you have CR set to save data with report? If you do it won't refresh things until you tell it to.

Second, did you tell CR to verify the database? That makes it look and make sure everything is up to date.

Also, the query the report is based on includes all funds and appeals, but does the export have any filtering in it? That could cause a problem.
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I usually use InStr.

InStr({field}, 'text')

evaluates to the position of the start of the string in the field, or 0 if it's not there.

If InStr({field}, 'text') <> 0
then 'true'
else 'false'

Peter's way is easier. I don't know why I've always used InStr.
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