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.

Beautiful Weeds

We’ve had a few days of gentle rain, slowly soaking our rocky Ozark soil to the brim. Water rushes merrily in all the little wet weather streams that chuckle downhill in frothy exuberance. A golden sun blazed forth this morning among billowing clouds and the muted colors of the past few days were transformed into vibrant greens glittering with sparkling jewels of dew.

Purple spring flowersEverything is growing by leaps and bounds now. The wooly sage colored leaves and tiny purple flowers of henbit push brazenly toward the sun while vivid purple violets bow modestly amid their leafy rosettes. I cringe at mowing such lovely plants, but something must be done to keep them in check lest they take over the entire lawn and push out their more timid cousins.

Since this is the final week of Spring Cleaning, I thought a quick lesson on “weeding” out your old Codes would be in order. Codes, especially Category Codes, can certainly grow like weeds in your database obscuring the codes you use frequently and making it time consuming to create reports.

This is not to say you should limit the number of codes you create. Codes are essential in getting coherent and precise reports. I am also not suggesting you DELETE Codes. Deleting Codes deletes them from the records they have been assigned to, making your database less robust. So what about those old Codes you just don’t want to deal with anymore? 

The solution to this is to make the codes inactive. You can do this by going to WINDOWS>CODES and selecting the type of code you want to weed. You will notice a checkbox in the very first column which is called ACTIVE. Unchecking this box hides the Code both in this Codes Maintenance Window and in all the dropdowns. Should you need to see an inactive Code while creating a Report or Grouping, simply check the “Include Inactive Codes” on the Code selection tabs. Weeding your Codes will make your database much easier to use and the best part is you won’t get your hands dirty at all!

Good luck on this task and please call FundRaiser Tech Support at 800-543-4131 if you’d like assistance.

 

Sherry Willis is one of the fine Tech Support team at FundRaiser. She has many interests besides computers and has recently volunteered her time to train horses for the Whetstone Boys Ranch.

Favorite feature - the Custom Page
Spring Fever
Wait a minute, while we are rendering the calendar
capital campaign giving history tax summary letters Congratulations repeat donors annual campaign Snow Birds donor retention donation history New Year online donations community arts nonprofits user interface donor attrition Constant Contact #GivingTuesday motivation code pledges SYBUNTS targeted mailings recurring gifts donor data conversion foundations gift acceptance policy new leadership overview importing csv Network for Good passwords merge fields personalizing letters anonymous donors FundRaiser Spark on site training mailing updates appeal the Ask membership programs in honor of donations publicity materials community supported gardens budget welcome packet new donors NCOA processing development director appeal letters grassroots campaign End of Year Letters word processor donor source operational costs adding personal notes to letters correspondance donor contact information gift notes field endowment campaign operating systems PayPal mission driven vacation animal rescue Groupings Tickles pictures accounting software texting donors charity golf tournaments spreadsheets reports announcements Company culture arts donor retention rate banquet user spotlights donor targeting donor loyalty change of address updating campaign management flash sales Donor Portal data entry technical support holiday letters Excel premiums ticketsales alumni board members donor profile relationship tracking major donors donor slip In-Kind gifts donor relations tribute gifts donor engagement customer service memorial giving Resiliency segmenting donors thank you letters ROI Reporting to IRS giving levels email online donations communications new features donor prospects Task List advanced tab social media major gift prospects upgrading donors product news FundRaiser Hosted transparency Cloud solicitors donor advised funds office new version how to handle auction gifts FundRaiser Basic add ons how-to videos follow up corporate sponsors letter happiness Volunteer module volunteers customer portal motivation National Change of Address prospects membership benefits disaster relief campaign Alternative Addresses brick campaign GivingTuesday building donor relationships monthly giving government grants small donations look and feel annual maintenance plan grants case study spare fields entering auction gifts correspondence role of nonprofits holiday phoning donors GoFundMe project Thank You custom page donor attrition rate planning ticket sales backing up data password protection upgrade Importing Data features Facebook moves management data analysis large donations membersip benefits new nonprofit gift entry direct mail volunteering increasing giving amounts general auction fundraising letters raffle understanding giving trends Codes Facebook campaign nonprofit fundraising training training tip support security donor preferences Crowdfunding Campaign merge notes legacy giving tech tip planned giving Thanksgiving Personalizing donor recognition fundraising lapsed donor mode code Reminders community broadcasting salutation LYBUNTS holiday giving event management letter templates

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  User Name:
  Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password