Database Set up
We have been tasked with finding best practices for our database. We are looking for data entry set up; creating a constituent, entering gifts/pledges, creating funds/appeals/campaigns/events.
Does anyone have examples of their current procedures with regard to the above?
Any help would be greatly appreciated!
Does anyone have examples of their current procedures with regard to the above?
Any help would be greatly appreciated!
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Comments
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Hey Susan,
Is this product specific (ie: Raiser's Edge) - if so, I can move it to that Community and hopefully get you more eyes//responses. Thanks!0 -
We are working with the database for Raiser's Edge. We inherited the set up that a former employee designed and we're not sure if it's best practice.
We were hoping to find a document that would guide us toward best practices for data entry, reporting, maintenance, etc.0 -
Awesome! Discussion moved to Raiser's Edge for more eyes and responses. Thanks!1
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It would help us help you if we knew what kind of organization you are. There are general best practices, and best practices that a specific to types of orgs. You will probably want to see both.2
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We are a hospital. Looking for best practice setting up constituent codes, campaigns, funds, etc. Also, best practice to maintain data in the database. Thank You0
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If you haven't read it, pick up or order from Amazon a copy of "Fundraising with the Raiser's Edge: a non-technical guide" by Bill Connors1
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