Yes, this seems to be the direction most are telling me they are going. We too will have to revamp all of our reports, procedures, and code tables, but feel it will be worth the effort in the end and most beneficial during a campaign.
Thanks,
Vicky
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Hi everyone!
We are currently evaluating our prospect rating system, classifications, and statuses and I was wondering if I could tap into the experts here on the list for suggestions or examples of your current structure.

There are a number of things contributing to our decision to make significant changes to our current, rather convoluted, system: 1) we have a new vice president; 2) we are moving toward a campaign; 3) we have had sweeping changes in our major and planned gifts staff and th
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Hi everyone,

We are currently looking to purchase O'Matic, but want to make sure it will meet our needs.

If you are currently using Import-O-Matic and would be willing to have a phone conversation about implementation, training, and features of the product please contact me.

Vicky
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