The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.
When several different people are entering codes into FundRaiser, ‘code creep’ can occur. Code Creep is where several different codes are used to designate the same type of gift. This creates complications when you want to get the data out of FundRaiser for a report. Because codes are the main way that you get data out of FundRaiser, keeping codes consistent will ensure that your reports accurately reflect all the data you have entered into FundRaiser on a particular topic.
To prevent code creep, make sure that everyone who is entering codes understands your conventions. Basic training on using FundRaiser and on your coding conventions is important. Also the program settings allow you to limit certain people’s use of the program to only the areas that are needed for the job they are doing. The Administrator can do this by going to Options > User Set Up to
This would allow, for instance, volunteers to enter in gifts from a Sharathon, without having access to tabs that they don’t need for that process. It would also mean that they can only use codes that have previously been created.
Good descriptions of codes are also important. Even if you are currently the only one entering codes, that might change in the future. Instead of a mysterious code without a description, new staffers will find it helpful to be able to read that “SD17 refers to “Spaghetti Dinner 2017”. You can type descriptions in the Code Maintenance window, accessed from the View->Codes menu.