How do I delete an appeal in Raisers Edge?
Answer: From the Raisers Edge bar, select Records. Click the Appeals link. Open the appeal you want to delete. Select File, Delete from the menu bar or click Delete in the toolbar. A verification message appears. Click Yes to delete the appeal and return to the Appeals page.
How do you add an opportunity in Raisers Edge NXT?
From a list of constituents, select Add opportunity from the constituents menu . From a list of opportunities, select Add opportunity and search for the constituent to add the opportunity to. From the constituents record, select Add opportunity under Opportunities or on their full list of opportunities.
How do you set up a pledge in Raisers Edge?
Answer: Create a gift. In the Gift type field, select Pledge. Open the Pledge Installment Schedule screen: Enter the appropriate frequency, the number of installments, and the starting on date. Click the Distribute button. Click OK to save the installment schedule. Save the gift record or commit the gift batch.
How do you add a global action in Raisers Edge?
Answer: In Administration, click Globally Add Records or Globally Delete Records. In the Add or Delete options box, select Action. Click Include and select the records for which to add or delete actions.
How do I add custom fields to Raisers edge?
Custom Fields Select Add under Custom fields. In the Category field, choose the custom field to add. In the Value field, specify the information to save. Choose when to apply the information to the record. In the Comment field, enter any additional notes or description about the information. Select Save.
Why cant I delete a gift in Raisers Edge?
When trying to delete a specific record in The Raisers Edge, the Delete button is grayed out. This can occur when the user does not have the appropriate security rights to delete the record. This can occur with any type of records - constituent, gift, relationship, action, campaign, fund, appeals, etc.
What are actions in Raisers Edge?
Actions track the interactions and tasks required to cultivate relationships with and secure gifts from constituents. For example, you can record a conversation with a constituent and add another interaction to further the relationship.
How do I globally add solicit code in Raisers Edge?
Add or change solicit codes globally From Administration, click Global changes. Click Add. Under Constituent, select Add constituent solicit code. Click OK. In the Name field, enter a name to identify this global change process.
How do I delete a constituent record in Raisers Edge?
Go to Constituents Constituent Search. Search for and select the constituent you want to delete. Under Tasks, click Delete. Note: Once you delete a constituent, it cannot be undone and there is no way to retrieve the constituent information.
How do I delete an event in Raisers Edge?
Event Registration Form (Classic): Scroll to the section where The Raisers Edge events are listed. Select the event to remove from the drop down list. Allow the page to refresh. Click the remove button next to the event.