Post-Conference Goodies
During the Blackbaud Conference for Nonprofits this year I demonstrated an application I had been working on that will instantly open the RE record for whatever PE record you're currently viewing with a single click. I promised to have it up on The Spotlight by the end of the week for all of you to enjoy, and I feel like it's finally finished enough to put up here. Here's the rundown of how to install and use it:
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Run Add RE Record Menu Item.sql against the PE database. If you don't want it in the spot for User App 01 or have installed Patron Edge to any folder other than the default, you need to update the script before running it.
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Copy OpenRERecord.exe and Interop.BBREAPI7.dll into the Patron Edge application folder. This goes onto every workstation that you want to have the feature.
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Access a CRM record in PE and click the link under Applications in the right-hand pane. You will be taken to the RE record.
And a few caveats:
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This is not official functionality. It was not written or tested by programming so there may be bugs (nothing worse than an error message; it can't break your data).
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If you have issues please leave a comment here or
start a thread on the forums, or feel free to send me an email. Please do not contact the Patron Edge Support team, as they cannot help with this.
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I wrote this in Visual Studio 2008, so it may require you to install the .NET 3.5 Framework.
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I spent all my spare time for a couple of weeks writing this interface, so please leave a comment and let me know how it works (or how it doesn't)!
Happy weekend everyone!