FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

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As most of you know, in FundRaiser there are a multitude of ways and places in which to store this data. The one complaint I've heard about this is that it can be difficult to remember where you've put each different type of information. Is it in the Name Details? or Preferences? or Spare Fields? And why should I have to jump all over the place to see the information that is important to MY tasks in this organization, anyway?

Enter the "Custom Page" concept. Have you noticed the Custom Page tab (normally found to the left of the Master List tab) in FundRaiser? If it doesn't exist, you probably have Spark. If you have Select or Professional, it may have been moved to the right of the Master list (Options | Change Tab Order). The Custom Page is, at first, a blank space just waiting for you to design your perfect information layout. What information about donors do you want at your fingertips? Where is that data normally kept? You can "mirror" that field (or table) of information on the Custom Page. You can have, for instance, not only the donor name, phones, email, age, and so forth, but also the table showing their entire Giving History, or the table showing all of their Category Codes, or any specific Preference settings that are important, or... whatever you wish.

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in Trainers Blog 1655
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Calvin Bader of WJIE loves the FundRaiser custom page. In the WJIE case study, he mentions how much simpler their online fundraising drives have been as a result. This article will help familiarize you with it’s intended design and purpose.

First of all, let me point out that, originally, the Custom Page was created in order to allow you to put all of the data fields YOU consider important to view at a single glance on a single page. This, as Calvin points out, prevents you from having to switch from tab to tab looking for the information you consider pertinent. Calvin has taken it a step further, by using it as a single page into which WJIE volunteers can INPUT information, rather than simply viewing it, but this can have certain difficulties, as I will explain....

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Tagged in: custom page
in Non-Profit Fundraising Tips 1504
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Kim Klein's blog on Donor Research this month is all about collecting information about donors.  As most of you know, in FundRaiser there are a multitude of ways and places in which to store this data.  The one complaint I've heard about this is that it can be difficult to remember where you've put each different type of information.  Is it in the Name Details? or Preferences? or Spare Fields?  And why should I have to jump all over the place to see the information that is important to MY tasks in this organization, anyway?

Enter the "Custom Page" concept.  Have you noticed the Custom Page tab (normally found to the left of the Master List tab) in FundRaiser?  If it doesn't exist, you probably have Spark.  If you have Select or Professional, it may have been moved to the right of the Master list (Options | Change Tab Order).  The Custom Page is, at first, a blank space just waiting for you to design your perfect information layout.  What information about donors do you want at your fingertips?  Where is that data normally kept?  You can "mirror" that field (or table) of information on the Custom Page.  You can have, for instance, not only the donor name, phones, email, age, and so forth, but also the table showing their entire Giving History, or the table shoing all of their Category Codes, or any specific Preference settings that are important, or...  whatever you wish.

...
Continue reading
in Trainers Blog 1879
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