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Best Practices for PE/RE integration, part III
This is the final part of my three part series on integration between Patron Edge and The Raiser's Edge. In this part, I'm going to go over one of the things that all organizations battle with, regardless of the CRM application used - duplicate...
Best Practices for PE/RE integration, part II
This is the second part of my three part series on integration between Patron Edge and The Raiser's Edge. Today, let's look at some common issues and best practices with the integration of memberships. Membership gift information: In Patron Edge...
Best Practices for PE/RE integration, part I
I've gotten some requests to write more about integration between Patron Edge and The Raiser's Edge, so today I'm starting a three-part series on ways to get the most out of your integration while minimizing the amount of cleanup and management...
Patch 11 for Patron Edge 3.310 has been released
Patch 11 for Patron Edge 3.310 is now available for download at http://downloads.blackbaud.com . This patch adds compatibility with the upcoming release of The Raiser's Edge 7.9. Make sure you have a patch plan and can handle the downtime it takes...
Patron Edge 3.310 patch 10 is now available
Happy integration patch day! Patch 10 for Patron Edge 3.310 is now available for download at http://downloads.blackbaud.com and includes fixes for the following reported issues: BB350540 - Error synchronizing membership for : Field is read only: Type...
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...
Save Time by Deploying RE Integration Files
Two of the most time consuming things with any client-server application are installations and updates. If you have both Patron Edge and The Raiser's Edge, you currently have an additional step after installing an RE workstation (or updating a PE...