Raisers Edge Ch8

CHAPTER 8SETTING REMINDERS AND

PRIORITY LEVELS

Raiser’s Edge Software Training

Setting Reminders

Set a reminder for Actions with dates in the future Examples:

Pending Actions Follow-Up Actions

Point and Click your mouse over the “Auto Remind” Button

Point and Click your mouse on the “Notify” Button and select your name in the menu that appears

Setting Reminders

Click in this checkbox to set a

Reminder for future dates

Click this button to ensure that

Raiser’s Edge sends this

reminder to you

Setting Reminders

Point and Click your mouse on the arrow to the right of the “Set reminder for” area to select when you would like to receive your reminder Example:

3 Days before 7 Hours before

Click here to set when you would like to

receive this reminder

Set Priority Levels

Point and Click your mouse over the appropriate “Priority Level” for this Action

You determine this Priority Level yourself Examples:

High Priority Normal Priority Low Priority

Click the appropriate Priority Level for the Action

Special Note

Do not use the Campaign, Fund, and Proposal fields

This software’s purpose is to keep track of constituents and any contact that is made with them