Class |
Course Summary |
Date |
RE Constituent
and Gift Data |
This course provides the basics for data entry personnel or for those who taught themselves and aren’t sure of their skills. Part one covers Constituent Data including batch entry and Part two focuses on Gift Data. This is the foundation course for all other courses. A two-day class.
A 2-day class, 9:00 to 4:30 each day |
Tuesday and Thursday
July 27 & 29th
9:00 to 4:30 |
RE Protocol Manual and Workshop
|
A seminar to aid in developing a constituent and gift data entry procedure manual for your organization. This class will improve the quality of your data by providing guidance for consistent data entry, and to develop a training tool for new hires with a focus on Word templates. This class will provide a workbook, an electronic Word template and a full day to discuss ideas and to document procedures for your organization. Lunch is included!
A one-day class, 9:00 to 4:30 |
Upon Request
Please call the DTS Office
203-269-2624
|
RE Queries |
This course provides a solid foundation for using the Query feature of The Raiser's Edge® 7. It is designed for any user who is responsible for extracting data from the RE 7 database. The class begins with simple queries and proceeds to more complex ones. A one-day class.
Prerequisites: The Raiser's Edge® Constituent and Gift Data or equivalent experience.
A one-day class, 9:00 to 4:30 |
Thursday,
August 5th
9:00 to 4:30
|
RE Reports |
This course provides users with a solid working foundation for using the many built-in reports in The Raiser's Edge® 7. The class is designed for any user who is responsible for generating reports from RE 7 data. Please note: Crystal Reports are not covered in this class. A one-day class.
Prerequisites: The Raiser's Edge® Constituent and Gift Data and RE 7 Queries or equivalent experience.
A one-day class, 9:00 to 4:30 |
Thursday, August 19th
9:00 to 4:30 |
RE Mail |
This course is designed for any user who needs to produce letters and other documents using
RE 7 data. Explore the RE Mail module and master the mail merging function. Learn to produce labels, envelopes, acknowledgement letters, receipts and more. A one-day class.
Prerequisites: The Raiser's Edge® Constituent and Gift Data and RE Queries or equivalent experience.
A one-day class, 9:00 to 4:30 |
Thursday, September 9
9:00 to 4:30 |
RE Events |
If you are in charge of organizing the annual gala, golf tournament, reunion, or 10K race, then you need to master the Events module. You will learn to use the Events module to plan, track and coordinate all your fundraising activities. A full day class.
Prerequisites: The Raiser's Edge® 7 Constituent and Gift Data and RE 7 Queries or equivalent experience.
A one-day class, 9:00 to 4:30 |
Thursday, September 30
9:00 to 4:30
|
| RE Introduction |
A one-day course that explores in depth the kinds of constituent and gift data that are captured by The Raiser’s Edge. This course is designed for those individuals whose primary need is to extract information from RE, usually in the form of queries or reports. The course gives participants a good understanding of the data that is available and where the data resides. People charged with data entry responsibility should take the two-day Constituent and Gift Data class.
A one-day class,9:00 to 4:30 |
Thursday,
July 15th
9:00 to 4:30
|
| RE Tribute |
A 3-hour class that guides participants through the process of accurately recording gifts in honor or memory of someone. The course teaches how to acknowledge these gifts as well as how to notify the honoree or family members of the gifts. As an added bonus, the Word Merge feature in Mail is also taught as part of the class.
A half-day class, 9:00 to 12:00
|
Upon Request
Please call the DTS Office
203-269-2624
|
| RE Importing |
A 3-hour class for people who are unfamiliar with the import feature in the Administration module of The Raiser’s Edge. Participants will learn how to import information, including constituent data and gift data, from external data sources. As an added bonus, attendees will learn some very useful Excel skills, such as "text to columns" and managing finicky zip codes with leading zeros. Participants must be familiar with constituent and gift records in RE.
A half-day class, 9:00 to 12:00 |
Thursday, September 23th
9:00 to 12:00
|
| RE Exporting |
A 3-hour class that teaches how to export RE data to external programs such as Access or Excel for further manipulation. Learn to use Export as an alternative to the Mail module. A firm understanding of the constituent and gift records is essential. As an added bonus, attendees will improve their Excel skills as they learn and practice Excel sorting and filtering.
A half-day class, 1:00 to 4:00 |
Thursday, September 23th
1:00 - 4:00
|
