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<?xml-stylesheet type="text/xsl" href="http://forums.blackbaud.com/utility/FeedStylesheets/rss.xsl" media="screen"?><rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:slash="http://purl.org/rss/1.0/modules/slash/" xmlns:wfw="http://wellformedweb.org/CommentAPI/"><channel><title>The Spotlight</title><link>http://forums.blackbaud.com/blogs/patronedge/default.aspx</link><description>The Official Blog of  The Patron Edge</description><dc:language>en</dc:language><generator>CommunityServer 2007 SP2 (Debug Build: 20611.960)</generator><item><title>How Do You Welcome New Clients?</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/10/13/how-do-you-welcome-new-clients.aspx</link><pubDate>Mon, 13 Oct 2008 19:22:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:37473</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=37473</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/10/13/how-do-you-welcome-new-clients.aspx#comments</comments><description>&lt;div style="FLOAT:right;"&gt;&lt;img style="WIDTH:428px;HEIGHT:323px;" height="375" hspace="10" src="http://www.blackbaud.com/images/blogs/welcomesign.jpg" width="462" alt="" /&gt;&lt;br /&gt;&lt;em&gt;photo by &lt;a title="" href="http://flickr.com/photos/sparkys/"&gt;Crossing Sparks&lt;/em&gt;&lt;/a&gt;&lt;/div&gt;
&lt;p&gt;When patrons become associated with your organization, either by purchasing tickets or signing up to receive information, do they receive any kind of introductory materials? How do you go about getting lists of new people who have expressed this interest? One great, fully-automated way is to use the Welcome Letter feature within Patron Edge. Not many organizations are aware of what this is or how it works, but it can really save time in getting a list of new folks. When a CRM record is created, there is a field called Welcome Letter in the client details section; in order to include this record in a welcome mailing, be sure this field is set to Yes. 
&lt;p&gt;After records have been created, go into Administration, Client Management, Welcome Letter. This will throw up some options to help narrow down the list of clients to include in the mailing, like when the record was created or a ZIP code range. Run it a couple of times on small sets of clients to get an idea of how it works, and make sure to uncheck the Save to CSV File option until you know the list has who you want.&amp;nbsp; When the file is generated, the Welcome Letter flag on client records is updated so that they do not receive a letter multiple times. When the list looks good, check that box to Save to CSV and click Generate. Now you have a file with the same information that is listed in the report; you can take this into your favorite mail merge application and create letters or labels to send a welcome package. Following is one scenario showing how cool this feature can be:&lt;/p&gt;
&lt;p&gt;A client comes to your organization for the first time to see a show or an exhibit. He had a great time and signs up for your mailing list. At the end of the day, you generate welcome letters and run the CSV file through your preferred mail merge program. If you don&amp;#39;t use MS Office, I highly recommend doing your mail merge through the free, open-source &lt;a class="" href="http://www.openoffice.org/" target="_blank"&gt;OpenOffice.org&lt;/a&gt; suite (you may want to wait a couple days to download it though; version 3.0 just came out this week and their site is being hammered from the huge demand). One version of the letter is for those who have email addresses and the second one is for those who do not; the second letter is nuanced slightly differently to encourage the client to give you his email address. Along with the welcome letter, your packet includes a brochure about your history and mission and&amp;nbsp;a schedule of upcoming events. Now here&amp;#39;s the nice bit; you throw in two teaser coupons for a nominal discount that the client can give to a friend.&amp;nbsp;Some clients will use the coupons for themselves, but for the most part those who had a good time and signed up to receive information from you are the same kind of folks who will talk you up to their friends. You&amp;#39;ve just gotten free advertising from a credible source, and even better is that you can now track the coupon&amp;#39;s effectiveness as a&amp;nbsp;marketing tool!&lt;/p&gt;
&lt;p&gt;Add this into your welcoming process for new folks. Come up with something awesome and creative, and most importantly be sure to share your experience in the comments. The Spotlight currently has about 200 regular readers and I know there are some good ideas out there!&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=37473" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PE/default.aspx">PE</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge/default.aspx">Patron Edge</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Marketing/default.aspx">Marketing</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Administration/default.aspx">Administration</category></item><item><title>New information for PCCharge users</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/29/new-information-for-pccharge-users.aspx</link><pubDate>Mon, 29 Sep 2008 19:47:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:37163</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=37163</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/29/new-information-for-pccharge-users.aspx#comments</comments><description>&lt;p&gt;I would say it&amp;#39;s been a nice, relaxing weekend but I ended up not getting to do much relaxing (and I didn&amp;#39;t get to do Museum Day after all). I&amp;nbsp;recently started my own nonprofit with three other other people, and most of&amp;nbsp;this weekend was taken with meetings,&amp;nbsp;planning, contacting volunteers&amp;nbsp;and paperwork.&lt;/p&gt;
&lt;p&gt;In Blackbaud news, we just finished testing PCCharge Payment Server version 5.7.1 Release I SP 9a. It is compatible with Patron Edge 3.310 and will also be compatible with our upcoming PE 3.340 release.&amp;nbsp; As long as you&amp;#39;re on the latest, feel free to update PCCharge whenever you&amp;#39;d like.&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=37163" width="1" height="1"&gt;</description></item><item><title>Tomorrow is Museum Day!</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/26/tomorrow-is-museum-day.aspx</link><pubDate>Fri, 26 Sep 2008 20:01:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:37136</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=37136</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/26/tomorrow-is-museum-day.aspx#comments</comments><description>&lt;p&gt;&lt;a href="http://microsite.smithsonianmag.com/museumday/index.html"&gt;&lt;img title="museum day" style="WIDTH:444px;HEIGHT:101px;" height="101" alt="museum day" src="http://www.blackbaud.com/images/blogs/museum%20day.jpg" width="444" align="middle" border="0" /&gt;&lt;/a&gt;&lt;/p&gt;
&lt;p&gt;I hope all of you museums out there are participating in the national Museum Day tomorrow, September 27th! Museum day is a great way to get those people who were interested in your organization but not willing to pay admission on the chance that the experience would be disappointing. Get them in, give them lots of information, and maybe even offer a one-day discount for purchasing a membership. For my readers out there from theatres and operas, go visit &lt;a class="" title="museum day" href="http://microsite.smithsonianmag.com/museumday/index.html" target="_blank"&gt;Smithsonian Magazine&amp;#39;s Museum Day&lt;/a&gt; site to find out what museums near you are participating. I&amp;#39;m trying to decide between &lt;a class="" title="old exchange and provost dungeon" href="http://www.smithsonianmag.com/museumday/venues/18863129.html" target="_blank"&gt;The Old Exchange and Provost Dungeon&lt;/a&gt; and &lt;a class="" title="drayton hall" href="http://www.smithsonianmag.com/museumday/venues/Drayton_Hall.html" target="_blank"&gt;Drayton Hall&lt;/a&gt; plantation. Have you participated in this event in past years? How has it affected visitors and membership? Leave a quick note in the comments.&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=37136" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Free+Stuff/default.aspx">Free Stuff</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Marketing/default.aspx">Marketing</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Stuff+I+Like/default.aspx">Stuff I Like</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/memberships/default.aspx">memberships</category></item><item><title>Blogging the AZA Conference, Part II</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/25/blogging-the-aza-conference-part-ii.aspx</link><pubDate>Thu, 25 Sep 2008 20:12:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:37103</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=37103</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/25/blogging-the-aza-conference-part-ii.aspx#comments</comments><description>&lt;p&gt;Continuing on with some more stuff I picked up at the conference, there was a big push on social media and keeping a well-maintained web presence. See below for the highlights and some ideas on how you can improve the web experience for your visitors, members and donors.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;The session:&lt;/strong&gt; Using Web 2.0 for Education, Advocacy, and Outreach&lt;font size="3"&gt;&lt;/p&gt;&lt;/font&gt;
&lt;p&gt;&lt;strong&gt;The concept:&lt;/strong&gt; The social web is here. If you ignore it you are doing your organization and your mission a big disservice. Having a presence on the social web does not mean creating an account on every social networking site, but choosing carefully which ones to participate in, based on where your market is.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;The details:&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;For those who still aren&amp;#39;t familiar, the main concept of the term &lt;a class="" title="web 2.0" href="http://en.wikipedia.org/wiki/Web_2.0" target="_blank"&gt;Web 2.0&lt;/a&gt; is that the web is no longer a one-way information portal. It now serves and connects people in new ways every day, with things like blogs, forums, wikis, podcasting, video sharing, social networking and other tools.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;You cannot afford to ignore your web presence.&lt;/em&gt; If you haven&amp;#39;t built your own web presence on at least one of the major social networking sites, someone else has probably already done it for you and may be accidentally (or deliberately) spreading incorrect information.&amp;nbsp;If you haven&amp;#39;t created an account on &lt;a class="" title="facebook" href="http://www.new.facebook.com/home.php" target="_blank"&gt;Facebook&lt;/a&gt; or &lt;a class="" title="myspace" href="http://www.myspace.com/" target="_blank"&gt;MySpace&lt;/a&gt;, take a quick look because it&amp;#39;s likely that a fan of your organization is running a page under your name. During this session there were real-life examples of where this had happened. Luckily in every case, the person running the page was very happy to give it over to the actual organization. Know where you are and what things say about you.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Your brand does not belong to you anymore.&lt;/em&gt; Since the web has become so social, the reputation economy rules. You can live and die by reviews and comments about your organization. That&amp;#39;s why it is so important to put out lots of your own content and work with individuals who are your fans. One zoo did a Flickr search for photos taken by visitors and found lots of images, some of them pretty high quality. They then went one better, sponsoring a Flickr photo contest with a prize (with rights to use the images on their site and in publications, of course), and this brought in hundreds of photos from individuals. People on the web are creating an impression of you that is out of your hands. Do what you can to mold that impression, and harness the creativity of the folks online who love what you do.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Be choosy about where you spend your time online. &lt;/em&gt;Instead of ignoring web presence, some people create the opposite problem by putting themselves on every social network they can find. Learn which sites your market is using and put a lot of time and effort into developing your presence on those sites. Don&amp;#39;t create a presence on 10 different social networks, because chances are that you won&amp;#39;t be able to keep up with all of them and those who do find you will only see outdated, half-finished content. My personal opinion is to skip MySpace altogether, it only provides any value as a place for bands to put music and concert schedules. Go with &lt;a class="" title="facebook" href="http://www.new.facebook.com/home.php" target="_blank"&gt;Facebook&lt;/a&gt;, and keep your eye on a newer social network called &lt;a class="" title="brightkite" href="http://brightkite.com/" target="_blank"&gt;BrightKite&lt;/a&gt;, which is a location-based network. I think this one is going to get huge in the next 1-2 years.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Many people prefer self-service when possible.&lt;/em&gt; This one is pretty simple and was thrown out as an afterthought, but it shouldn&amp;#39;t go unsaid. Your visitors and members want to be able to add and remove themselves from mailing lists, change their address and edit other personal details.&lt;/p&gt;
&lt;p&gt;Now get out there, join a social network, improve your website and leave a comment about your experience!&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=37103" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Marketing/default.aspx">Marketing</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/conferences/default.aspx">conferences</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/social+media/default.aspx">social media</category></item><item><title>Blogging the AZA conference, part I</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/22/blogging-the-aza-conference-part-i.aspx</link><pubDate>Mon, 22 Sep 2008 14:28:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:36691</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=36691</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/22/blogging-the-aza-conference-part-i.aspx#comments</comments><description>&lt;p&gt;Sorry for not getting any posts out last week. I was at the conference for the Association of Zoos and Aquariums in Milwaukee and was taking everything in. There were a lot of specific kinds of issues I didn&amp;#39;t realize that zoos face, but many of the problems and business practices do have a broader reach. In this series, I&amp;#39;m going to discuss relevant bits of information I picked up at various sessions and talk about how you can apply it to your organization to help achieve your mission.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;The session:&lt;/strong&gt; Membersip Marketing: Integrating Marketing Principles into your Membership Program&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;The concept:&lt;/strong&gt; The speakers discussed having strong reporting and knowing where your market is, and taking advantage of the web to increase your reach and enrich your members&amp;#39; lives. This session was pretty good overall, and while a lot of the things discussed are common sense there were some cool perspectives on membership marketing and really good stuff on member retention.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;The details:&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Get new members to visit you as frequently as possible during that first year.&lt;/em&gt; An actively engaged member is much more likely to stay a member for a long time compared to a member who has only visited you once or twice in a year and doesn&amp;#39;t know your mission. Have an inexpensive event or mixer for first-year members to get to know each other. If you&amp;#39;re a zoo, it can be as simple as a behind-the-scenes animal feeding with a zookeeper. If you&amp;#39;re an art&amp;nbsp;museum it could be a brief lecture by a local art historian about your latest exhibition. Get creative, but get those people in!&lt;/p&gt;
&lt;p&gt;&lt;em&gt;If members get messages that aren&amp;#39;t relevant, they will tune you out.&lt;/em&gt; With information overload in the form of mail, email, TV, radio&amp;nbsp;and the web,&amp;nbsp;you have to stay relevant in order to keep a person&amp;#39;s filter from coming down on you. Once a member has decided that you aren&amp;#39;t pertinent to his life, chances of renewing that membership are very low. If you send out electronic or print newsletters, there should be two versions; one that goes to visitors on your mailing list, and another one tailored specifically to members. Give the members something special, like an interview with a zookeeper/curator/creative director or extra detail about specific news items. Members aren&amp;#39;t just visitors, they support your mission and want to know what is going on.&amp;nbsp;The member-focused version should always include a web address to renew memberships on your site.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Tailor&amp;nbsp;your marketing efforts to different target groups.&lt;/em&gt; Make sure you know who your market is made up of, and then determine the best way to reach those groups that are important to you. Do some data analysis to find out what ZIP codes are attending most frequently; send different marketing/renewal materials based on new vs. mult-year members or based on frequency of visits. One zoo wanted to&amp;nbsp;to reach a large, Spanish-speaking market for membership, and did a lot of research rather than just sending out a direct mailing. The zoo determined that these folks have tightly-knit families and value family time greatly. They also frequently work overtime or more than one job, and want to relax on days off.&amp;nbsp;This zoo&amp;#39;s marketing materials described how there was &amp;quot;so much to see you can&amp;#39;t finish in one day&amp;quot; and this was a major turn off. The organization wrote new materials that focused on the family aspect, the ability to bring a picnic, etc, written in native Spanish (not just translating the English copy). It was a hit and the zoo saw a major increase in membership by that market.&lt;/p&gt;
&lt;p&gt;&lt;em&gt;Measure marketing results.&lt;/em&gt; Marketing involves quite a bit of testing to see what works. Every organization creates and sends&amp;nbsp;marketing materials,&amp;nbsp;but many fail to measure the effectiveness of those campaigns. Simply capture the marketing information at the time of sale by having a quick &amp;quot;how did you hear about us&amp;quot;, both at the point of sale and online. It doesn&amp;#39;t require any customization and you can get the data back out using canned reports like the Marketing Campaign Report. It only adds a couple of seconds to a sale but makes a big difference in finding out whether or not you are spending your marketing dollars wisely.&lt;/p&gt;
&lt;p&gt;&lt;font size="3"&gt;&lt;font size="2"&gt;Go take some of these ideas and run with them, and I&amp;#39;ll be back again soon with more information from this and other great sessions.&lt;/font&gt;&lt;/p&gt;&lt;/font&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=36691" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Marketing/default.aspx">Marketing</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/memberships/default.aspx">memberships</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/conferences/default.aspx">conferences</category></item><item><title>Because even the A-Team can't find your lost data</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/11/because-even-the-a-team-can-t-find-your-lost-data.aspx</link><pubDate>Thu, 11 Sep 2008 15:31:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:34287</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>1</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=34287</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/11/because-even-the-a-team-can-t-find-your-lost-data.aspx#comments</comments><description>&lt;p&gt;A few years ago there was&amp;nbsp;a Raiser&amp;#39;s Edge organization whose building flooded during a hurricane, irreparably destroying all their hardware. They didn&amp;#39;t have a solid backup plan, but they luckily found an old off-site copy of their data and only lost a few months of data instead of a few years worth.&lt;/p&gt;
&lt;p&gt;Backing up your database is one of those things that everyone knows they should do. However, since backing up feels like a chore with no reward, creating a backup strategy falls by the wayside to deal with more urgent issues, like calming down the red-faced patron shouting at the poor new kid about his seat location. But like Baracus, I pity the fool who don&amp;#39;t take daily backups!&lt;/p&gt;
&lt;p&gt;&lt;img title="The A-Team" style="WIDTH:355px;HEIGHT:357px;" height="357" alt="The A-Team" hspace="5" src="http://www.blackbaud.com/images/blogs/the_a_team.jpg" width="355" align="right" /&gt;&lt;/p&gt;
&lt;p&gt;Creating a backup plan is easy, so I encourage you to&amp;nbsp;take a few minutes and set up a process doesn&amp;#39;t break down when the database&amp;nbsp;administrator is on vacation.&amp;nbsp;There are four points to remember when creating your plan:&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Back up your data &lt;/strong&gt;- Use the Blackbaud Management Console or SQL Management Studio to create a backup schedule.&amp;nbsp; Knowledgebase solution &lt;a class="" title="BB94455" href="http://www.blackbaud.com/esupport/esupport.asp?resource=&amp;amp;number=0&amp;amp;id=BB94455" target="_blank"&gt;BB94455&lt;/a&gt;&amp;nbsp;can take you through doing it with the BMC; I promise it only takes five minutes.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Do it often&lt;/strong&gt; - Set your schedule to run at least once a day, especially if you do a higher sales volume. Buying a bigger hard drive or more tapes is a lot cheaper than losing a week&amp;#39;s worth of sales and memberships.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Take it home &lt;/strong&gt;- You don&amp;#39;t really have to take the backups to your house, but you definitely need off-site backup. In the case of the organization above, they took backups daily, but were keeping their backup tapes right beside the server. When the building flooded all of the backups were lost or damaged. It&amp;#39;s crucial to take your backups somewhere safe. If you don&amp;#39;t want to shuttle backup tapes between home and work everyday, you could hire Howling Mad Murdock to fly them in and out, or you can use online backup.&amp;nbsp;There are some great online backup options like &lt;a class="" title="Mozy Home" href="https://mozy.com/home" target="_blank"&gt;Mozy Home&lt;/a&gt; or &lt;a class="" title="Carbonite" href="http://carbonite.com/" target="_blank"&gt;Carbonite&lt;/a&gt; that offer unlimited space for $5/month and $50/year, respectively. There is &lt;a class="" title="Jungle Disk" href="http://forums.blackbaud.com/controlpanel/blogs/www.jungledisk.com" target="_blank"&gt;Jungle Disk&lt;/a&gt; which uses the ultra-reliable Amazon servers and charges for the amount of storage you use ($0.15/GB per month, plus $.10/GB data uploaded). And of course there are the &amp;quot;enterprise&amp;quot; online backup solutions like &lt;a class="" title="Symantec online backup" href="http://www.symantec.com/business/theme.jsp?themeid=globalsem_onlinebackup&amp;amp;header=0&amp;amp;footer=1&amp;amp;depthpath=0" target="_blank"&gt;Symantec online backup&lt;/a&gt;, which offer the same features and level of service as the folks listed above for an extra $400-500 a year.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Test it sometimes &lt;/strong&gt;- Backing up twice a day won&amp;#39;t save you if the backups are somehow being corrupted. This is rare but it happens, so at least once a month, attach the backup, &lt;a class="" title="BB102024" href="http://www.blackbaud.com/esupport/esupport.asp?resource=&amp;amp;number=0&amp;amp;id=BB102024" target="_blank"&gt;run an Integrity Check&lt;/a&gt;, and make a quick cash sale or two to make sure everything is working.&lt;/p&gt;
&lt;p&gt;Ahh, I do love it when a plan comes together.&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=34287" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PE/default.aspx">PE</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge/default.aspx">Patron Edge</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Administration/default.aspx">Administration</category></item><item><title>Important announcement regarding Patron Edge 3.340</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/03/important-announcement-regarding-patron-edge-3-340.aspx</link><pubDate>Wed, 03 Sep 2008 16:50:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:33558</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=33558</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/09/03/important-announcement-regarding-patron-edge-3-340.aspx#comments</comments><description>&lt;p&gt;We are making several important changes to the next version of Patron Edge in an effort to meet &lt;a title="PA-DSS rules" href="https://www.pcisecuritystandards.org/security_standards/pa_dss.shtml" target="_blank"&gt;PA-DSS rules&lt;/a&gt;. These changes are required in order for your organization to reach compliance with &lt;a title="PCI standards" href="http://en.wikipedia.org/wiki/PCI_DSS" target="_blank"&gt;Payment Card Industry standards&lt;/a&gt; and continue to process credit cards. The most important changes are these:&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Credit card storage&lt;/strong&gt; - Patron Edge 3.340 will no longer store credit card data. In the event that your database is compromised, you can now be assured that no one will be able to manipulate or decrypt the credit card numbers of your patrons.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;SQL upgrades&lt;/strong&gt; - Patron Edge 3.340 will no longer be compatible with MS SQL Server 2000. This is required for our new key management policy, which is the encryption key that your organization will set so that credit cards in transit (waiting to be authorized) cannot be compromised. This change will increase security as only your database administrator will know your encryption key. If someone were to obtain the older, Blackbaud-generated encryption key, your Patron Edge 3.340 database will not be vulnerable. So if your organization is not already running SQL 2005, now is the best time to start planning for an upgrade. &lt;/p&gt;
&lt;p&gt;More details will be coming related to our compliance measures as the next release approaches, both on The Spotlight and on the Patron Edge documentation page.&lt;/p&gt;
&lt;p&gt;Has your organization started planning for PCI compliance? Share your thoughts or best practices in the comments.&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=33558" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PE/default.aspx">PE</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Security/default.aspx">Security</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge/default.aspx">Patron Edge</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PCI/default.aspx">PCI</category></item><item><title>Save Time by Deploying RE Integration Files</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/08/21/save-time-by-deploying-re-integration-files.aspx</link><pubDate>Thu, 21 Aug 2008 20:11:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:33105</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=33105</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/08/21/save-time-by-deploying-re-integration-files.aspx#comments</comments><description>&lt;p&gt;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&amp;#39;s Edge, you currently have an additional step after installing an RE workstation (or updating a PE workstation) to copy some files into the The Raiser&amp;#39;s Edge\DRE folder and register a DLL. Without performing this step after each PE update, you risk breaking the integration with RE:Export. In order to make life a little bit easier, I have created a small tool that will allow you to perform this process with one click.&amp;nbsp; In a nutshell, it does the following:&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;
&lt;div&gt;Locates your Patron Edge Deploy folder&lt;/div&gt;&lt;/li&gt;
&lt;li&gt;
&lt;div&gt;Determines where The Raiser&amp;#39;s Edge is installed on the workstation&lt;/div&gt;&lt;/li&gt;
&lt;li&gt;
&lt;div&gt;Creates the DRE folder if necessary&lt;/div&gt;&lt;/li&gt;
&lt;li&gt;
&lt;div&gt;Adds CustomNodes.xml, overwriting the existing copy if necessary&lt;/div&gt;&lt;/li&gt;
&lt;li&gt;
&lt;div&gt;Adds and registers PEExport.dll, overwriting the existing copy if necessary&lt;/div&gt;&lt;/li&gt;&lt;/ol&gt;
&lt;p&gt;While not an official tool, it&amp;#39;s simple and safe to use. Just &lt;a class="" title="Deploy PE Export.zip" href="http://www.blackbaud.com/images/blogs/Deploy_PE_Export.zip" target="_blank"&gt;download it from here&lt;/a&gt;, unzip and run it on a workstation to deploy the files. System administrators could even have this run at startup as part of a startup policy script to push the files after updating the server.&amp;nbsp;Now workstation users can just launch Patron Edge to run the main update and you don&amp;#39;t have to walk 15 users through the steps of deploying the additional files.&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=33105" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PE/default.aspx">PE</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Free+Stuff/default.aspx">Free Stuff</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge/default.aspx">Patron Edge</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Administration/default.aspx">Administration</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/RE+Integration/default.aspx">RE Integration</category></item><item><title>Create maps of your patrons using free online tools</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/08/15/create-maps-of-your-patrons-using-free-online-tools.aspx</link><pubDate>Fri, 15 Aug 2008 19:20:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:32852</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=32852</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/08/15/create-maps-of-your-patrons-using-free-online-tools.aspx#comments</comments><description>&lt;p&gt;Check out the &lt;a class="" title="The User&amp;#39;s Edge" href="http://forums.blackbaud.com/blogs/raisersedge/archive/2008/08/15/create-maps-of-your-constituents-using-free-online-tools.aspx" target="_blank"&gt;guest post&lt;/a&gt; I wrote today on The User&amp;#39;s Edge blog. I explain how to use&amp;nbsp;the RE Export module and a free service called &lt;a class="" title="map a list" href="http://mapalist.com/" target="_blank"&gt;Map a List&lt;/a&gt; to create a Google Maps mashup.&amp;nbsp;These tools are not RE-specific though; you can run Marketing Mailing queries and generate a spreadsheet of address info, enabling you to get a visual of where your season ticket holders or major sponsors live.&lt;/p&gt;
&lt;p&gt;What do you think? Do you find it useful to be able to visualize trends about your patrons on a map?&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=32852" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PE/default.aspx">PE</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Free+Stuff/default.aspx">Free Stuff</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge/default.aspx">Patron Edge</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Marketing/default.aspx">Marketing</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Marketing+Mailing/default.aspx">Marketing Mailing</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Stuff+I+Like/default.aspx">Stuff I Like</category></item><item><title>Choose Your Own Order Details</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/08/13/choose-your-own-order-details.aspx</link><pubDate>Wed, 13 Aug 2008 18:49:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:32714</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=32714</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/08/13/choose-your-own-order-details.aspx#comments</comments><description>&lt;p&gt;Patron Edge contains a pretty nice feature that allows you to enter additional order information based on the price type chosen. While you will need to write your own reports for the captured data, you have a lot of flexibility with what it can do. Here are a few ideas for using special order details on price types:&lt;img title="supercomputer" style="WIDTH:308px;HEIGHT:498px;" height="498" alt="supercomputer" hspace="5" src="http://www.blackbaud.com/images/blogs/supercomputer.jpg" width="308" align="right" /&gt;&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;
&lt;div&gt;If your&amp;nbsp;organization participates in a reciprocal membership program, create a Member price type. Then use a drop-down to select from the available reciprocal membership programs you accept and a text field&amp;nbsp;to capture the membership ID. Now you can get an accurate count of how often these people come in on a weekly or monthly basis.&lt;/div&gt;&lt;/li&gt;
&lt;li&gt;
&lt;div&gt;If you give comp tickets to employees and staff, use a Staff price type. You can use a drop-down to record the department and have an idea of which group is coming most frequently.&amp;nbsp;You could approach it a little differently and create a Comp price type, where the drop-down contains entries like Staff, Volunteer, Press, VIP, etc.&lt;/div&gt;&lt;/li&gt;
&lt;li&gt;
&lt;div&gt;For classes, capture registration details, emergency contact information and status of a parental release form.&lt;/div&gt;&lt;/li&gt;
&lt;li&gt;
&lt;div&gt;Some grants are given to arts and cultural organizations to bring in a wider range of ages or ethnicities. You can capture these fields in order to present before-and-after information to a grant provider to determine the effectiveness of the grant.&lt;/div&gt;&lt;/li&gt;
&lt;li&gt;
&lt;div&gt;If your constituency is mostly local or in-state, you can create a field for County to see the geographic distribution of your patrons or visitors. This will help determine where your advertising dollars would be best spent.&lt;/div&gt;&lt;/li&gt;&lt;/ul&gt;
&lt;p&gt;Here is how to set up special order details based on price type:&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;Go to Administration, System Setup, Order Type Definitions and create a new order type 
&lt;li&gt;In the Code field, enter a value greater than 100 
&lt;li&gt;Enter a description, set Ticket Level Sale to Yes, and choose the appropriate options for the remaining fields. Click OK. 
&lt;li&gt;Go to Pricing, Price Types and edit the desired price type 
&lt;li&gt;In the Order Type Definition field, select the order type created above&lt;/li&gt;
&lt;li&gt;Go to Administration, System Setup, Order Type Details and create new details as needed for the new order type. If you have never added order details before, see Knowledgebase solution &lt;a class="" title="BB213578" href="http://www.blackbaud.com/esupport/esupport.asp?resource=&amp;amp;number=0&amp;amp;id=BB213578" target="_blank"&gt;BB213578&lt;/a&gt; for a walkthrough.&lt;/li&gt;&lt;/ol&gt;
&lt;p&gt;For reporting, all of this information is stored in the TicketExtraInfo table of the database. Each entry here links to the Tickets table, so you can get to any other tables you need from there. If you are not familiar with writing Crystal reports, Blackbaud provides this service (of course, cash-filled envelopes&amp;nbsp;sent to my home address also work!).&lt;/p&gt;
&lt;p&gt;How does your organization make use of order type fields? Leave a note in the comments.&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=32714" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PE/default.aspx">PE</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge/default.aspx">Patron Edge</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Marketing/default.aspx">Marketing</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Reports/default.aspx">Reports</category></item><item><title>Selling out is a beautiful thing</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/08/08/selling-out-is-a-beautiful-thing.aspx</link><pubDate>Fri, 08 Aug 2008 22:22:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:32599</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=32599</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/08/08/selling-out-is-a-beautiful-thing.aspx#comments</comments><description>&lt;p&gt;&lt;em&gt;The PEO Labs series brings you information or advice on items that are geared towards users who can take&amp;nbsp;high-level concepts or sample code and run with them. Please note that many of the things discussed are not supported.&amp;nbsp;That doesn&amp;#39;t mean that an item is a warranty-voider; it just means that the Support Analysts can&amp;#39;t walk you through it or troubleshoot it if it breaks.&lt;/em&gt;&lt;/p&gt;
&lt;p&gt;In Patron Edge Online 3.3.3, we started work on a feature that will allow you to continue to display sold out events on your website rather than having them get removed. This is a great feature in a couple of ways. First, the marketing folks will love it because patrons who visit your site can see how popular your events are and won&amp;#39;t wait until last minute to make a purchase. A press release that says your last ballet performance sold out on the first day of sale is a great boost to your reputation. From a customer service perspective, it&amp;#39;s also a win because people who visit your website can see that the event they want is already sold out instead of calling the box office to see if it has gone on sale or if there are still tickets available.&lt;img title="PEO Labs" style="WIDTH:308px;HEIGHT:111px;" height="111" alt="PEO Labs" hspace="5" src="http://forums.blackbaud.com/blogs/patronedge/PEO%20Labs.png" width="308" align="right" /&gt;&lt;/p&gt;
&lt;p&gt;The reason this is a &lt;em&gt;PEO Labs&lt;/em&gt; post is because the feature requires the help of a DBA to implement so it isn&amp;#39;t something that a support analyst will take you through. But with a tech person and 15 minutes of free time and you can get this up and running.&amp;nbsp;Here&amp;#39;s how:&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Set up Patron Edge&lt;/strong&gt;&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;
&lt;div&gt;Go to Administration, User Setup, User Groups&lt;/div&gt;&lt;/li&gt;
&lt;li&gt;
&lt;div&gt;Edit the Internet user group and set Update Events Active Data Table to Yes. If you don&amp;#39;t see this option, just use the Design toolbar to turn on the field.&lt;/div&gt;&lt;/li&gt;&lt;/ol&gt;
&lt;p&gt;&lt;strong&gt;Create the SQL job&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;In Enterprise Manager or SQL Management Studio, create a SQL job to run against the PE database with the following command: exec CalcEventsActiveDataView. This is the part where you want the tech person involved. Set it to run on a schedule as frequent as your PE/PEO sync runs. By default a partial sync runs every hour, but you may want to set this more or less frequently; your mileage may vary on how long a sync takes.&lt;/p&gt;
&lt;p&gt;&lt;strong&gt;Add the sales point to Patron Edge Online&lt;/strong&gt;&lt;/p&gt;
&lt;ol&gt;
&lt;li&gt;
&lt;div&gt;Go to Administration, System Setup, Sales Points&lt;/div&gt;&lt;/li&gt;
&lt;li&gt;
&lt;div&gt;Create a new entry that uses the number of the Internet sales point. The description can be anything you want; I would set it to the same description as you have in PE for clarity&amp;#39;s sake.&lt;/div&gt;&lt;/li&gt;&lt;/ol&gt;
&lt;p&gt;&lt;strong&gt;Configure Site Settings&lt;/strong&gt;&lt;/p&gt;
&lt;p&gt;Here is where&amp;nbsp;all of the business logic comes in. Your tech person can do the configuration, but the box office manager and marketing manager need to make some business decisions.&amp;nbsp;&lt;/p&gt;
&lt;p&gt;Set Display sold out events to 1 (leave at 0 to remove the event from the site altogether when it is sold out).&lt;br /&gt;Set Display sold out shows to 1 (leave at 0 to remove the show altogether when all of its events are sold out).&lt;br /&gt;Set an expression for Sold-out behavior, using one of these examples:&lt;/p&gt;
&lt;table class=""&gt;

&lt;tr&gt;
&lt;td class=""&gt;Option&lt;/td&gt;
&lt;td class=""&gt;Value&lt;/td&gt;
&lt;td class=""&gt;Explanation&lt;/td&gt;&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=""&gt;&amp;lt;empty string&amp;gt;&lt;/td&gt;
&lt;td class=""&gt;&lt;/td&gt;
&lt;td class=""&gt;Events will never be defined as &amp;quot;Sold Out&amp;quot;&lt;/td&gt;&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=""&gt;Numeric value&lt;/td&gt;
&lt;td class=""&gt;5&lt;/td&gt;
&lt;td class=""&gt;Event is Sold Out once number of empty seats = 5&lt;/td&gt;&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=""&gt;Percentage&lt;/td&gt;
&lt;td class=""&gt;10%&lt;/td&gt;
&lt;td class=""&gt;Event is Sold Out once percentage of empty seats = 10%&lt;/td&gt;&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=""&gt;Min(Value, Percentage)&lt;/td&gt;
&lt;td class=""&gt;Min(5,10%)&lt;/td&gt;
&lt;td class=""&gt;Event is Sold Out once percentage of empty seats = 10% number of empty seats = 5, whichever is lower&lt;/td&gt;&lt;/tr&gt;
&lt;tr&gt;
&lt;td class=""&gt;Max(Value, Percentage)&lt;/td&gt;
&lt;td class=""&gt;&lt;br /&gt;Max(5,10%)&lt;/td&gt;
&lt;td class=""&gt;Event is Sold Out once percentage of empty seats = 10% number of empty seats = 5, whichever is higher&lt;/td&gt;&lt;/tr&gt;&lt;/table&gt;
&lt;p&gt;And with that, I bid you good weekend. Now take this stuff, run with it, and come back to leave comments about how&amp;nbsp;it&amp;#39;s working for you.&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=32599" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PEO/default.aspx">PEO</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Usability/default.aspx">Usability</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PEO+Labs/default.aspx">PEO Labs</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge+Online/default.aspx">Patron Edge Online</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Marketing/default.aspx">Marketing</category></item><item><title>Save time on the Administration site with Favorites</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/08/06/save-time-on-the-administration-site-with-favorites.aspx</link><pubDate>Wed, 06 Aug 2008 15:10:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:32552</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=32552</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/08/06/save-time-on-the-administration-site-with-favorites.aspx#comments</comments><description>&lt;p&gt;Sorry for not posting anything last week; I&amp;#39;ll give you two great posts this week to make up for it!&lt;/p&gt;
&lt;p&gt;Patron Edge Online version 3.3.3 introduced a completely new, redesigned Administration site to organize things better and make running the site easier. One of the best new features is Favorites. You can save all of the site pieces you frequently hit to your Favorites and access them from the Home tab with one click. The best part is that it&amp;#39;s very intuitive. Here&amp;#39;s how to create your first Favorite:&lt;/p&gt;
&lt;p&gt;1. On the Administration site, browse to Content, Events, Shows&lt;br /&gt;2. Now click the blue star icon in the upper left part of the screen&lt;br /&gt;3. When prompted, enter a name for your favorite or just leave the caption as is, and click OK&lt;br /&gt;4. Lather, rinse, and repeat, until you have all your most frequently used items favorited&lt;/p&gt;
&lt;p&gt;When you log into the Administration site you start on the Home tab. Now you can just click Favorites and choose the place you want to go, eliminating the distraction of all entries that aren&amp;#39;t relevant to your needs. A site administrator would choose items like Site Settings, Start Sync, Esro Logs and Check Connection as Favorites. For a designer or content creator, Favorites might be Shows, Designs for Tickets, and Interfaces.&lt;/p&gt;
&lt;p&gt;What Administration features do you use most? Has the Favorites feature helped you save time?&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=32552" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PEO/default.aspx">PEO</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Usability/default.aspx">Usability</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge+Online/default.aspx">Patron Edge Online</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Administration/default.aspx">Administration</category></item><item><title>Validate form fields in Patron Edge Online</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/07/24/validate-form-fields-in-patron-edge-online.aspx</link><pubDate>Thu, 24 Jul 2008 14:10:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:32242</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>3</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=32242</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/07/24/validate-form-fields-in-patron-edge-online.aspx#comments</comments><description>&lt;p&gt;Patron Edge Online can be a double-edged sword when it comes to data entry. A user has the ability to enter his own address and phone information so that you don&amp;#39;t have to try to track it down elsewhere later on, but when you don&amp;#39;t enforce any kind of formatting standard, searching or reporting on it in the system can become a pain. Luckily PEO has a built-in feature that allows you to validate form fields using something called a regular expression. If that phrase means nothing to you, don&amp;#39;t worry. We have a regular expression builder that will walk you through it. If you are familiar with JavaScript regular expressions, you can write them manually and bypass the builder tool.&lt;br /&gt;&lt;/p&gt;Regular expressions are a great way to test for valid phone and email formatting, so be sure to take a few minutes this week and set up a few. To illustrate how to use the builder, here is an example that forces Email to have an @ symbol and at least one period. 
&lt;ol&gt;&lt;li&gt;Go to Administration, System Setup, User-Fields Rules 
&lt;/li&gt;&lt;li&gt;Edit the row for Email 
&lt;/li&gt;&lt;li&gt;Click the regular expression builder button beside Regular Exp 1 
&lt;/li&gt;&lt;li&gt;From the Begins with drop-down list, select &amp;#39;any char&amp;#39; that occurs &amp;#39;once or many&amp;#39;&lt;/li&gt;&lt;li&gt;In the Followed By section, select &amp;#39;the char&amp;#39;, enter the @ symbol, and select occurs &amp;#39;once&amp;#39;. Then click Add&lt;/li&gt;&lt;li&gt;Change Followed By to &amp;#39;any char&amp;#39; that occurs &amp;#39;once or many&amp;#39; and click Add&lt;/li&gt;&lt;li&gt;Change Followed By again to &amp;#39;the char&amp;#39;, enter a period and select occurs &amp;#39;once&amp;#39;. Click Add again&lt;/li&gt;&lt;li&gt;In the Ends With section, select &amp;#39;any char&amp;#39; occurs &amp;#39;once or many&amp;#39;&lt;br /&gt;&lt;/li&gt;&lt;li&gt;To test, enter various combinations of values in the Validate field and 
click Validate. An alert box will tell if the values pass the rule or not. 
&lt;/li&gt;&lt;li&gt;When finished, click OK. &lt;/li&gt;&lt;/ol&gt;
&lt;p&gt;If you are familiar with creating regular expressions, you can type directly into the Regular Exp 1 field and skip the builder. In the above example, you can type 
the expression ^.+@.+\..+$ directly into the field. Advanced users note: the regular expression field 
does not support the Replace or Split methods, only the Test method.&lt;/p&gt;&lt;p&gt;What other regular expressions are you using to keep your data in a nice, clean format? Leave a note in the comments. &lt;br /&gt;&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=32242" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PEO/default.aspx">PEO</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Usability/default.aspx">Usability</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge+Online/default.aspx">Patron Edge Online</category></item><item><title>Patron Edge 3.310 patch 7 is now available</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/07/22/patron-edge-3-310-patch-7-is-now-available.aspx</link><pubDate>Tue, 22 Jul 2008 12:04:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:32184</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=32184</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/07/22/patron-edge-3-310-patch-7-is-now-available.aspx#comments</comments><description>&lt;p&gt;It&amp;#39;s that time again folks. Patch 7 for Patron Edge is now available for &lt;a href="http://downloads.blackbaud.com" title="Downloads" target="_blank"&gt;download&lt;/a&gt;. This patch fixes a couple of critical issues related to posting from Patron Edge to The Financial Edge. If you do not integrate with The Financial Edge, there&amp;#39;s no need to download the patch at this time. The following Knowledgebase solution references the fixed item:&lt;/p&gt;&lt;p&gt;&lt;a href="http://www.blackbaud.com/esupport/esupport.asp?resource=&amp;amp;number=0&amp;amp;id=BB480350" title="BB480350" target="_blank"&gt;BB480350&lt;/a&gt; - &lt;span class="soldisp"&gt;GL Pre-Post Report is out of balance&lt;/span&gt; &lt;br /&gt;&lt;/p&gt;&lt;p&gt;Make sure you have a patch plan and can handle the downtime it takes to
apply a patch, and don&amp;#39;t forget to see Knowledgebase solution BB346664
to make sure any products you integrate with are compatible.&lt;/p&gt;&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=32184" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PE/default.aspx">PE</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge/default.aspx">Patron Edge</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patch/default.aspx">Patch</category></item><item><title>Six tweaks to improve performance</title><link>http://forums.blackbaud.com/blogs/patronedge/archive/2008/07/18/six-tweaks-to-improve-performance.aspx</link><pubDate>Fri, 18 Jul 2008 19:46:00 GMT</pubDate><guid isPermaLink="false">f90a95a0-00e2-4810-8af8-0bbdde08f853:32157</guid><dc:creator>Nicholai Burton</dc:creator><slash:comments>0</slash:comments><wfw:commentRss xmlns:wfw="http://wellformedweb.org/CommentAPI/">http://forums.blackbaud.com/blogs/patronedge/rsscomments.aspx?PostID=32157</wfw:commentRss><comments>http://forums.blackbaud.com/blogs/patronedge/archive/2008/07/18/six-tweaks-to-improve-performance.aspx#comments</comments><description>So you&amp;#39;ve loaded the latest SQL patches and Windows service packs, updated
Patron Edge and PEO to the latest version and &lt;a href="http://forums.blackbaud.com/blogs/patronedge/archive/2008/06/30/five-ways-to-cut-transaction-time.aspx" target="_blank" title="Five ways to cut transaction time"&gt;trimmed
down transaction times&lt;/a&gt;, but your database just can&amp;#39;t keep up with you.
Before going out and buying a brand new, top-of-the-line server for your
database, try some of these tweaks to get a bump in performance.

&lt;p&gt;&lt;b&gt;Update your compatibility level&lt;/b&gt; - If you updated at some point from
SQL Server 2000 to version 2005, chances are your database is still running in
SQL 2000 compatibility mode. Microsoft claims performance gains by updating to
2005 so &lt;a href="http://forums.blackbaud.com/blogs/patronedge/archive/2008/03/03/pe-peo-and-sql-2005-compatibility.aspx" target="_blank" title="PE, PEO and SQL 2005 compatibility"&gt;make
sure that your database is taking advantage of it&lt;/a&gt;.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Keep things tidy&lt;/b&gt; - Imagine you
are making dinner and having a conversation at the same time, and end up
putting a corkscrew in the wrong drawer. The next time you need the corkscrew it
takes longer than usual to find it, right? So after a while you go and reorganize
everything to find things quickly again. Just like you need to reorganize the kitchen
cabinets every once in a while to find the things you need, you also need to
reorganize your hard disk and your database to make data easier to find. See &lt;a href="http://support.microsoft.com/kb/314848"&gt;this article&lt;/a&gt; for defragmenting
the physical filesystem, and Knowledgebase solution &lt;a href="http://www.blackbaud.com/esupport/esupport.asp?resource=&amp;amp;number=0&amp;amp;id=BB120081"&gt;BB120081&lt;/a&gt;
for steps on rebuilding the database indexes.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Update statistics&lt;/b&gt; - SQL Server
keeps statistics about all of your tables and idexes. This includes things like
the number of rows in a table and helps SQL determine the best way to build a
query and return data. Keeping statistics up-to-date allows queries to run
their fastest. Check out Knowledgebase solution &lt;a href="http://www.blackbaud.com/esupport/esupport.asp?resource=&amp;amp;number=0&amp;amp;id=BB137060"&gt;BB137060&lt;/a&gt;
for a how-to.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Split your database files&lt;/b&gt; - Reading
and writing from the hard disk is one of the biggest performance bottlenecks of
SQL Server. To reduce the time it takes to read and write from a disk, put the
database file on one hard disk and the log file on a second disk (on the same
machine). See solution &lt;a href="http://www.blackbaud.com/esupport/esupport.asp?resource=&amp;amp;number=0&amp;amp;id=BB113761"&gt;BB113761&lt;/a&gt;
for steps to do this. If you have three hard disks, put the ‘Tempdb’ database
on a third disk for the best performance. It’s not too difficult to do, but you’ll
want to consult your system administrator first.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Check out your memory&lt;/b&gt; - Another great
way to improve performance is to ensure that the server has enough memory.
Right-click the taskbar and select Task Manager. On the Performance tab, check the
Commit Charge total against the Physical Memory total. If the Commit Charge is
regularly jumping higher than the Physical Memory, the machine is attempting to
convert hard disk space into memory, which is slow. This is a good case to buy
more memory for the server.&lt;/p&gt;

&lt;p&gt;&lt;b&gt;Give SQL an edge over other
applications &lt;/b&gt;- By default, Windows is configured to give running programs
priority over background services. We can switch this so that SQL Server and
other services have priority over programs run in the foreground. To do this,
go to Control Panel, System, Advanced. In the Performance section click
Settings and click Advanced in the new window that comes up. Finally, set the
Processor Scheduling section to Background Services and click OK.&lt;/p&gt;

&lt;p&gt;Are there other tweaks you&amp;#39;ve found to get more out of your database server? Share your experience in the comments.&lt;br /&gt;&lt;/p&gt;
&lt;img src="http://forums.blackbaud.com/aggbug.aspx?PostID=32157" width="1" height="1"&gt;</description><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PEO/default.aspx">PEO</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Performance/default.aspx">Performance</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/PE/default.aspx">PE</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge/default.aspx">Patron Edge</category><category domain="http://forums.blackbaud.com/blogs/patronedge/archive/tags/Patron+Edge+Online/default.aspx">Patron Edge Online</category></item></channel></rss>