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When I first began writing blog entries, I promised to work through a list of the top ten things I wished I would have known when I was working as a development officer and using fundraising software. I must confess that I’ve been remiss in keeping this promise - so far I’ve covered only five….. Read more »
Have you ever wondered who made what change to a record, for example a donation, in your ResultsPlus database? In addition to the Audits screen available for every record in ResultsPlus (SHIFT+F12 to bring up the screen), you can also run very specific auditing reports. The auditing reports in ResultsPlus can be run to find….. Read more »
I recently had the opportunity to participate in a webinar presented by John Greenhoe, author of the book called ‘Opening the Door to Major Gifts: Mastering the Discovery Call.’ I suspect the term ‘discovery call’ was borrowed from the sales world, referring to the point at which a cold prospect becomes warm. In the context….. Read more »