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

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