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For example, if I have a pledge for $5,000, and the constituent has made a payment of $3,000 towards the pledge, now his balance is $2,000. I want to...
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Building on this topic, I want to import my pledges into SalesForce C&P, how can I include the write-off amount in the import itself?
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Thanks. For the Campaign Id's I actually meant how do I create a Campaign to begin with?
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Posting Gifts
Hi,
- How do I post a Cash Donation or a Check (Not eCheck) to a Constituent Profile?
- How do I create Campaign Id's?
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Thanks. I will get back to you regarding the Raisers Edge file opening in excel or not later today.
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Thanks. their backup file is in the format ".bak". I checked out the Data Loader, however I do not see any option to import multiple previous/archived...
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Data Migration
Hi,
I want to import my database from Raiser's Edge to Salesforce.
What is the best process to do that?
Do I need to upload...
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