Wednesday, 25 October 2017

Getting the Red Tick for RE New Modules

I'm exploring the Raiser's Edge Volunteer Module at the moment, but been wondering why even records that don't have data aren't getting the red tick / red checkmark on the constituent's volunteer tab. Was it that it only did when a Job was assigned? A Timesheet?

Turns out there was a simple answer - The Volunteer MOdule (and perhaps others) doesn't automatically turn on this functionality for itself, you have to do it manually as a user.

To do this you simply go to: Tools / User Options / Records / Individuals then scroll down the list and you'll see the volunteer tab box is not ticked.

Check it and you're away. Now any data in the volunteer module will put a tab on. Another one for the new user checklist!

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