Raiser's Edge Training Resources

All new users must fill out both the New User Account Requst form and the Database Confidentiality Statement. In addition, you will need to contact your local technical support staff to install the application(s) onto your workstation.

•  New Raiser's Edge User Account Request Form
•  Database Statement of Confidentiality

Training Requirements

All new users will be required to attend a one-hour basic navigation training session.  These sessions are typically one-on-one and are held in room 549 on the 5th floor of 1 Park Place.

In addition to basic navigation, training sessions may also be provided to any user upon request or recommendation from a supervisor.  Training topics may include, but are not limited to:

• Reports Generation
• Queries
• NetCommunity
• Events Processing
• Membership Processing
• Special Interest Topics
• Ad-Hoc Policies and Procedures

To schedule training, please contact Tracy Van Voris.

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General Information

• Development Division Contacts for Raiser's Edge Assistance 
• Glossary of Raiser's Edge Terms 
• Dashboard Information 
• How to Run Profiles - Individuals 
• How to Run Profiles - Organizations 
• Saving Output and Naming Conventions

Information for Development Officers

• Requesting Research Profiles 
• Requesting Solicitor Assignments 
• Entering Contact Reports 
• Entering Proposals