Database entry rules and procedures for non-profits.

Hello Blackbaud community members,

Would anyone be willing to share examples of your organization's database entry guidelines that are used across the board by all Blackbaud users who enter gifts, new constituents, edit constituents, etc?

Thanks,

Andrew Carten/ Development Manager / Massachusetts Alliance of Portuguese Speakers

Comments

  • Dana Burton
    Dana Burton Community All-Star
    Kudos 5 Third Anniversary Name Dropper Participant

    These are my presets for entering constituents from orders and mostly the same for when adding them due to gifts. Dates and appeals are changed according to what is in the batch.

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    Here are the presets for gift entry (we do not post to general ledger.)

    367452ff395cb01e03219810bb902dfd-huge-im
  • Jennifer Kluh
    Jennifer Kluh Community All-Star
    Kudos 5 Fifth Anniversary All-Star Challenge: End of Year Fundraising Toolkit Name Dropper

    Thank you for this information, it has helped me greatly?