CHAPTER 2WHAT WILL I TAKE AWAY FROM THIS EXPERIENCE?

Raiser’s Edge Software Training

Training

This training will teach trainees how to use the Raiser’s Edge Software training to benefit your fundraising organization

It will focus specifically on getting the most out of the “Action” Tab on a constituent's record

Goal of the Training

Given access to a computer and the Raiser’s Edge software, any trainee who successfully completes this course will be able to create and properly edit a new and blank constituent’s record under the “Action” tab in under 20 minutes.

Training Objectives

Create a new “Action” Record correctlyEdit the “Action” Record in accordance with

the Policy and Procedures ManuelRecord notes about the constituent properly

on “Action” Record Note TabSave the “Action” Record to the constituent

record