Colour Coding in RE

Published: 29th January 2019

Raiser’s Edge as a system is mainly composed of one colour: grey, with a bit of blue trim. However, there is a way to introduce a little more colour to proceedings.

Follow the steps below to find out how:

Step 1

In the Relationships tab (for example), right click anywhere in the column headings bar, and then select Legend.

Step 2

Now, choose a type of Relationship from the left hand menu and then click on the small colour tile (which is orange in the screenshot) to assign a colour to the selected Relationship type.

In the pop up colour box, choose the colour you wish to assign to individuals, orange for example, and then click OK.

You can also choose Bold and Italic options.

Step 3

You can repeat this for as many Relationship types as you like.

You can also change colours in the Addresses, Notes, Gifts, Media, Actions and Events tabs, by right clicking on the Column heading and selecting Legend.