Data Entry Procedures
This page contains data entry procedures and standards for various type of records in our Alumni and Donor database. For information concerning proposal, contact reporting and other business rules concerning prospect management, visit our prospect management documentaton page.
Constituent Record Coding
- Solicit Codes
Describes what solicit codes are and how we use them. Includes a list of all the solicit codes currently in use.
- Constituent Codes
Description of what constituent codes are and what codes are available.
- Constituent Attributes
Outlines common uses for Constituent attributes and how they should be added.
- Working with Job Records
Describes how we use Job Records to track volunteer opportunities
- Tracking Volunteers
Guidlines for tracking volunteer activity in Raiser's Edge and a summary of useful volunteer reports and dashboard panels