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Delete Option Field in the Solicitiation

Delete Option Field in the Solicitiation and eSign it in minutes

Aug 6th, 2022

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Time is an important resource that each organization treasures and tries to change in a gain. In choosing document management software program, focus on a clutterless and user-friendly interface that empowers users. DocHub offers cutting-edge tools to enhance your file managing and transforms your PDF file editing into a matter of a single click. Delete Option Field in the Solicitiation with DocHub in order to save a ton of efforts and enhance your efficiency.

A step-by-step instructions on how to Delete Option Field in the Solicitiation

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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 remove solicit code from Raisers Edge?

To remove a solicit code thats no longer in use: Under Solicit codes on the record of the constituent, select Edit. Select Delete for the solicit code to remove. Select Save.

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.

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 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.

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