Procedure manual

Ida Ortegon

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?

Rachel Lee

Hi, if you connect with me via Blackbaud I can send our copy via return message

Rachel

Heather MacKenzie

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

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

Hi Rachel, thank you so much for reaching out to me. I would greatly appreciate any help you can provide.

Ida

Jeannie Goings

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

Thank you Jeannie. Great deal of info to capture! Appreciate the 'heads up'.


Cindy Kellett

SC First Steps

Ida Ortegon

Thank You Jeannie, that's a great idea.

Ida Ortegon

Paso del Norte Health Foundation

Cathy Colunga

I would like a copy as well.

Christine Finch

May I have a copy too please

Cathy Colunga

I would like a copy too