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.

Preventing Code Creep to Keep Reports Accurate

Preventing Code Creep to Keep Reports Accurate

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  

  • allow some users to only to have access to certain tabs
  • prevent some users from creating new codes 

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. 

For more help with Codes in FundRaiser take one of the live webinars on the topic or contact our Technical Support Department at This email address is being protected from spambots. You need JavaScript enabled to view it. or 800-543-4131.

Volunteer Help With Data Metrics
5 Main Steps of Data Entry Work Flow in FundRaiser...

Related Posts

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

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