Finders Keepers
Blackbaud's Data Enrichment Services blog

Finder help in the Data Health Center

Posted: Jun 29, 2009 by James Dyksterhouse | with 2 comment(s)
Filed under: , , , , , , , ,

How often do you run AddressFinder?  Every month? 3 months?  What about DeceasedFinder, PhoneFinder  or Emailfinder? Once or twice a year?  With everything else you have on your plate each day the last thing you want to remember is what each checkbox and option means in your finder processes you run every few months.  You probably know about the Knowledgebase solutions and maybe you’ve even watched the AddressFinder video.  But do you know about our User Guides and Help guide?  These are two additional options that are available as well.

The user guide on our website can be reached by clicking here or by browsing to www.blackbaud.com under Support and then User Guides.  The Data Health Center is one of the many Raiser’s Edge support guides available on the page(You will need your website User Name and Password to access).

Don’t have your website information handy?  You are still OK.  Just log into Raiser’s Edge go to the Data Health Center and hit the F1 key.  This will bring up the Raiser’s Edge help guide right to the Data Health Center page.  From here you can choose the appropriate service and then the step you are on. 

I hope you find the two options above helpful and as always you can access Knowledgebase solutions (to find answers to questions about the steps) and Case Central (to see what you did last time). 


Comments

Ashley Schuster said:

Hi Jimmy,

I am fairly new to the Data Health Center in RE.  My organization subscribes to Blackbaud Connects, and we have 5,000 records we can update at this time.  Can you give some suggestions for putting together a group of 5,000 people to be updated?  I am thinking we will want people who are listed as not having an address or phone number.  Then, I can pare the group down more by only including those most active in the organization.  I imagine this will include things such as added date, last gift date, etc.  Do you have any other pieces of advice of criteria to use or how to put together the query?  Thanks!    

# June 29, 2009 7:36 PM

James Dyksterhouse said:

Thanks for the question Ashley!  AddressFinder can only find new addresses if the current constituent record has a complete US address.  So when starting off your query I would ensure each record has a full address (Address lines, City, State, Zip) and the country is either US or blank.  From there it is up to you but I think you are on a good train of thought.  Finding those most active in your database will help you the most so searching on gift fields is a good place to start.  Also don't forget to email AddressFinder (at) blackbaud.com when you are ready to schedule your screening.  Our data specialists will export the information for you since you have Blackbaud Connects.

If you are interested in finding addresses for records that you currently have blank addresses for please email me at jamesdy (at) blackbaud.com.  We have a service call PeopleFinder that may be able to assist you.

# June 30, 2009 10:26 AM
Leave a Comment

(required) 

(required) 

(optional)

(required) 


Enter the numbers above: