Fundamentals - Advanced
COURSE OVERVIEW
Creating and maintaining constituent records is vital to accurate database administration. Learn how you can maintain constituent records and use batch to add multiple constituent records at once. Through instructor-led scenarios, course discussions, and practice in the sample database, you will learn:
LEARNING OBJECTIVES
• Create a constituent batch
• Update constituent information
• Create relationship and action records
• Identify how post status affects a gift
• Create and manage gift batches
• Understand how to manage cash, stock/property, pledge gifts and recurring gifts
• Create appeal letters using mail and segmentation
• Describe the difference between donor acknowledgement letters and receipts
• Create a conditional donor acknowledgement letter mail merge
• Manage pledge reminders
• Describe reports in Raiser’s Edge
• Create Gift Detail and Summary Reports
• Create Constituent Profile Reports
• Create Statistical Reports
• Create and edit dashboards
• Build a query using the “ask” operator, summary criteria, build complex query criteria
• Merge two queries to create a new query
• Understand and use export
• Create a Mail Merge using Export
• Create a Pivot Report
TARGET AUDIENCE
This course is designed for those responsible for maintaining constituent records, creating query, mail and reports. Users with a basic understanding of how to create constituent records in Raiser's Edge will benefit from this course. Please note that it is recommended attendees to this course should have completed the Raiser’s Edge Fundamentals Basic course or had some other introductory training.
Yes, I'm interested!
Fill out the form below and we'll be in touch.
Privacy Policy. We respect your privacy and will never sell or disclose your information to third parties.
This information is being collected by Blackbaud for marketing purposes. If you're having trouble with
this form call +61 2 8918 1200 or email events@blackbaud.com.au.