Best Practices
Hello everyone, I am newer to Raiser's Edge and was hoping someone could guide me to best practices as far as policies and procedures for the RE databases, Constituent Codes and the most appropriate demographic to add into RE? Thank you!
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Comments
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You may want to check out some of the posts in the category: Shared Client Documents: Policies and Procedures for some good examples of policies and procedures guides!
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Welcome to RE, Kellie! I have free resources on these topics on my website at Free Resources for Raiser's Edge | Bill Connors CFRE (and getting them is anonymous, you don't have to leave any information or sign in or anything like that, I just like creating these things and sharing them -- just go there and take them). Welcome again!3
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Thank you!
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