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

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