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Chapter 8 for Training
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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