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Here are last week's most popular forum discussions as well as unanswered posts: Most popular topics: Changes in The Raiser's Edge 7.91 Permissions for Data Entry Employees Tracking/Naming Events Board Members as solicitors or soft credits Unanswered...
Sometimes you have to be smarter than the software. Knowledgebase solution BB16868 is a skeleton key to group records by comparing two different fields. The solution walks you through the process of finding constituent/spouse pairs that have the same...
In my last post , I discussed how to add new soft credits to existing gifts. Now, let’s look at using import to update the soft credit gift amount on gifts that already have soft credits. In addition to the fields necessary to add a new soft credit (Recipient...
Here are the discussions that generated the most chatter in The Raiser's Edge forums last week: Write-off recognition problem Defining Government Contacts Query How to track competing solicitor teams (by prospects) NetCommunity and RE role refresh...
“Importing is like a box of chocolates , you never know what you’re going to get”. That might not be the exact quote, but there are many types of imports, each with its’ own flavor. Some imports are complex and require more information such as linked...
Like calligraphy , making a soufflé , or playing the theremin , importing records into The Raiser's Edge requires practice and precision. In one of the first posts on The User's Edge Blog, Grace Strother shared her bag of import tricks . Among...
Well, it wasn't a large bag, but I consistently used the tricks in it to help customers with puzzling import questions when I supported The Raiser's Edge . The "tricks" are pretty simple, but they may come in handy the next time you...
After working for days to set up an import file, you may be tempted to take your chances with The Raiser's Edge gods and import the entire file at once. But wait! Don't get too trigger-happy with that Import button, my friends. If there happens...