Untangling Or Creating Addressee & Salutation Configurations
Community Member, Elizabeth Johnson, shares a useful tip for these types of tasks in Raiser's Edge. Give this blog a "LIKE" to vote for it to win the bbcon blog contest!
A tip I learned from Naomi Harding BBU trainer extraordinaire is to break your configurations into categories to ease locating the ones you need and tuck the less desirable out of the way since they can not be marked inactive. See image for more details.
Locking down editing rights and setting a policy that editable checkbox is solely used when there is a personal preference beyond a name change. It is a procedural requirement that any addr/sal that is marked editable also requires an addr/sal of “Preference” to spell out the request. When one looks at someone’s addr/sal tab they will know exactly why one is marked editable. As shown in the image above. It is easier to export the preference information for review as it is more uniform than it ever was in our previous dislocated method of storing as a note.
Below is a sample language (the event is real, free, and open to the public) we use to encourage our donors to let us know what their preference is. After all, we can handle whatever they throw at us! We should listen to and honor their individuality.
What tips and tricks have worked for you to keep this sometimes unruly tab tame?
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