A Raiser's Edge query is a great tool for comparing specific values. For instance, if you want to find every record that has two $50 gifts, you can do so by creating a constituent query with the criteria Summary Information, Total Number of Gifts equals two, filtering on Gift Amount equals $50.
But what happens if you want to find records that have two gifts with the same amount, regardless of which amount you’re using?
If you have a great deal of patience and nothing else of any consequence to achieve in the next several months, you could set about using endless OR operators, or merging queries to find these records, but I wouldn’t recommend it. There’s also the higher math approach, which is to use RODBA to write a SQL query, but if you’re a Plain Jane end user like I am, that isn’t an option either. There is a third way to find these records, to compare one field against another without the tedium of entering every permutation into a query or using a more advanced tool like RODBA.
Sometimes you just have to be smarter than the software.
I have used Knowledgebase solution
BB16868 many times as a skeleton key to get the information I need. The solution walks you through the process of finding constituent/spouse pairs that have the same (or different) last names and popping the records into a query for you. The process involves query and export, which are familiar to most, as well as the great boogeyman of The Raiser’s Edge – Import. Don’t let the involvement of Import discourage you from trying this solution – there is only one field to import and you don’t even change anything on the records.
Depending on what fields you need to compare, you can either create a query of your records or export every record in your database. When you select your fields to export, you will only need to include three – the record’s Import ID, and the two fields you wish to compare. The KB solution compares constituent and spouse last names, but you could compare two different phone numbers on a constituent, or even Gift Amount and Soft Credit Amount on a gift.
Extensive knowledge of Excel is not required to use this solution. Assuming that you have a header row, and that the Import ID is in Column A, the solution you would enter in Column D would look like this:
=IF(B2=C2,"Yes","No")
Once you have entered this in Cell D2, copy it all the way down the rest of the column. For every record where the values in columns B and C match, you will have a “Yes” in Column D. Contra wise, if the records don’t match, the formula will return a “No” value. Once Column D has been populated, your goal will be to winnow down the spreadsheet until only the records you want remain. Your first step will be to sort the spreadsheet by Column D, so that you have all the “Yes” records in one group, and all the “No” records in another.
Using the example from the KB solution, if you want all the constituents whose last names do not match their spouses’, you would delete all the rows containing the “Yes” records. When only the “No” records are left, delete columns B, C, and D – you won’t need them where this process is going. When the Import ID column is the only one left standing, save the spreadsheet as a .csv file and go to Admin, Import in The Raiser’s Edge. Create an Import and select the .csv file you’ve edited and saved as the file to Import.
At this point, the process pretty much comes down to marking two options. The first of these is on the General tab, where you will mark Update existing records. Remember, since the Import ID is the only field you are importing, you won’t actually be making any changes to the record – you’ll just be tricking the software into thinking you are.
The other option to mark is on the Summary tab – Create an output query of records updated. When you click Update Now, you will be prompted to save that Query – once the Import is completed, you will have the query of the records you need. This process does take you a few paces off the beaten path, but it’s a handy way to put together a query when a more straightforward approach isn’t an option.
The answer to the Brain Buster in this month's edition of The User's Edge is the computer keyboard!
Did you know it’s possible to apply output limits in query? This feature seems to rarely be utilized, but can come in handy when trying to get a random sample of records, or obtain the top X number of records that meet your criteria.
The option to apply output limits is only available in a Static query. After setting up your criteria, you can narrow down your results by going to Tools > Query Options > Record Processing and marking Apply output limits. There are two types of output limits: Random sampling and Limit to top rows. The following examples demonstrate how each can be used.
Random sampling:
Your boss asked for a list of 25 random people who gave a gift of $100 or more last year:
- Create a Constituent Static Query
- Filter on Gift Amount is greater than or equal to $100 and Gift Date equals last calendar year
- Go to Tools > Query Options > Record Processing and mark Apply output limits: Random Sampling and type 25 for the number of records to include
- Run the query
** Note: Your output will show all records that meet your criteria. In order to view the list of 25 constituents, open a new constituent Export and include this query on the General tab.
Limit to top rows:
If something more specific is requested, such as the top 5 constituents who donated $100 or more last year, then you can limit to the top 5 rows using this function.
- Create a Gift Static Query
- Filter on Gift Amount is greater than or equal to $100 and Gift Date equals last calendar year
- Go to Tools > Query Options > Record Processing and mark Apply output limits: Limit to top rows > Limit to 5
- Sort the query by Gift Amount (Descending)
- Run the query
** Note: Your output will show all records that meet your criteria. In order to view the list of 5 records, open a new Gift Export and include this query on the General tab.
These are just two of the secret talents of queries...
Not everyone has a Fenton Crackshell to keep track of their income, which is why The Raiser's Edge has reports like the Cash Receipts Journal, which is used to report on cash and stock/property gifts for a particular date range you specify. Like a lot of reports in The Raiser's Edge, this report can be run in both detail and summary. Both report types include grand totals.
The detail report lists details for each gift. In addition to the columns shown below, you can also add an optional column on the format tab.
The summary report summarizes totals for each gift type by campaign, fund, appeal, and/or constituent code, depending on the Detail options you select on the Format tab. The report also includes number of gifts and amount subtotals based on the summary field.
To run the report:
- Open Reports, Financial Reports
- Select the Cash Receipts Journal
- On the General tab:
- Select a date range
- In the report type menu, select Detail, Summary, or Both
- On the Format tab:
- If you are running the report in Summary or Both, select the field to Summarize by under Detail
- Under Optional Columns, select an additional column to include
- Click Preview
You can also read about this report in Knowledgebase solution BB79821.
The answer to the Brain Buster in this month's edition of The User's Edge is holes. If Robert adds holes to the barrel, the water will seep out and it will become lighter.
It has been said - by me 
- that there are reports in The Raiser's Edge that allow users to report on membership records. See a similar post which documents the canned membership report called 'Membership Statistics by Category.'
It's also been said that users like to see their reports match when looking at the same type of records, just for a little peace of mind.
Knowing these things, it is important to keep in mind that reports in RE can be looking at the same data, but be reporting with different options, as specified by the user. This produces an end result of exactly what the user is requesting...but one that is often misunderstood in review. Even one check box, if not considered, could skew totals. Often, users compare the Membership Statistics by Category report with the Comparative Membership Statistics report, and find things are not quite up to par with the numbers they expected.
While the Membership Statistics by Category report provides a snapshot of activity within each membership category for a time period you define, and can include information about upgrades, downgrades, total memberships, and income, the Comparative Membership Statistics Report compares the performance of membership categories in selected date ranges. This report includes the number of memberships or members for each membership level and the income generated.
Essentially, the difference is in the report preview and detail. The first report documents each individual membership by category and the complete detail of what might have happened with the membership in that date range. The second is more or less a start and end total of the membership categories, without going into this great detail.
They both follow the same general formula:
Total:
Memberships prior to (Start)
New
Renew Upgrade In
Renew Down In
Rejoin Same
Rejoin Upgrade In
Rejoin Downgrade In
Upgrade During Cycle In
Downgrade During Cycle In
Subtotal = X
Total:
Renew Upgrade Out
Renew Downgrade Out
Upgrade During Cycle Out
Downgrade During Cycle Out
Dropped
Lapsed **Only in the Membership Statistics by Category report, when 'Include only active memberships' is marked**
Subtotal = Y
Subtract for total:
X - Y = End Members as Of...
So, if they're looking at the same records, and both have the same formula, why shouldn't they match, right? Here are a few possible reasons:
- When reviewing the tabs of the Membership Statistics by Category report, you have the option 'Include only active memberships in 'Membership as of' counts'. While - generally speaking - this means, only count active memberships, there is a little more to this puzzle. With this option marked, certain columns of the report will not include the memberships that are not current (having a standing of Active or Lapsed) and some will. So, the 'Memberships Prior To' and 'Memberships As Of' columns will not consider dropped memberships...but the other columns will consider these dropped memberships in the count if they were part of the activity in the report. So, if a membership was dropped within your date range, you might see one transaction for that membership it in the Dropped column, but the Memberships As Of column will not include a record in the count for that membership. Essentially, this option to 'Include only active memberships...' is not a filter; rather, it is a tool for analysis.
- Further, we have to keep in mind that the Comparative Membership Statistics Report offers a filter option to include Membership records with a specific Standing. This will base the records included in the report on the current standing of the membership as of the day the report is run. This is a true filter in that it specifically excludes a membership that is Active (in an example where you're only filtering on Active memberships) as of 'today', or the date the report is run. So, filtering this report on memberships with an Active standing is not the same as marking the option above.
- The Comparative Membership Statistics Report allows users to include or omit optional columns (Format tab, Optional Columns). We have to be looking at the same type of data if we have any hopes of comparing the memberships.
- While generally, the mismatch occurs because of one of the above options, it is important to keep in mind that there are other basic possibilities:
a. If we're including a query in one report, this exact same query should be included in the other.
b. Any specific date range we're reporting on should be the same in both reports.
c. If we're filtering on one specific value on the filters tab of one report, this same should hold true in the other.
d. And again, it is important to keep in mind that each report does not have identical options because they do different things. For example, that option to Include Active memberships is not available in both reports.
All other options remaining equal, we have great hopes of matching both report's start and end totals. Keep in mind that within the different columns of actual statistics, these totals are not designed to match, as they do analyze data differently.
Please also note our documentation on this issue in the following Knowledgebase solution: Membership Statistics by Category Report and Comparative Membership Statistics Report do not match.
After a long weekend I decided to write about something fun and exciting, enhancements in The Raiser’s Edge 7.91. This version, scheduled for release in late June, has several features that will help your organization and make your users smile. I’ve already posted about several changes (PCI Update, Password Changes, and Credit Card Changes), please read them if you haven’t.
Export specific attribute descriptions - You’ll be able to export attribute descriptions if the attribute data type is a table. For example, you may have an attribute for Interests; this has values of golf, soccer, football, baseball, etc. With this enhancement, you can select which value(s) to export rather than exporting all values.
Drag and Drop Queries into Folders - If you use the Query folder feature that was added in version 7.85, you’ll now be able to highlight and drop queries and drop them into your query folders.
SQL 2008 compatibility - This version of Raiser’s Edge is compatible with SQL Server 2008. If you use SQL Server 2000 or 2005, these editions are still supported.
There will be more posts about new this version on The User's Edge blog as we get closer to the release date.
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 Import ID, Gift Link, Soft Credit Amount), the Soft Credit Import ID is required. This tells The Raiser’s Edge which soft credit amount to update. The column header for the Soft Credit Import ID is SoftCreditImpID.
In Admin, Import, select Soft Credit from the Gift node. Click New and select the following parameters.
On the General Tab select:
• What do you want to do? Update existing records
• What file to you wish to import? Browse to the import file
• How do you want the system to identify existing constituents? Use the Import ID*
• What is the format of this import file? Delimited
On the File Layout Tab select :
• Field Separators and Text Qualifiers: Comma, Quotation
• Import Field Names: Field names are on the first line of the import file
• Sample Import Format: Verify the first few rows of the import file
On the Fields Tab:
• Ensure all rows in the Field to Import column are mapped to the correct field in the Raiser's Edge column.
On the Summary Tab select:
• Create control report. This report lists the criteria fields and operators selected for the import. The report also shows the import name and the directory path where you saved the import.
For more information on importing soft credits see Knowledgebase solution BB53726. This solution also contains a sample soft credit import file.
If there is a specific type of import you would like to see discussed next, please leave a comment and I’ll add it to my list of topics.
In the comments section of my post on the basics of importing, Mary Ellen asked about importing soft credits. You can both add new soft credits and update existing soft credits in import. I will discuss the first option in this post.
Importing new soft credits
In this scenario gifts are already in the database and we want to soft credit existing constituents for these gifts. Before starting we’ll need to know the following:
• Recipient Import ID - This is the import ID of the constituent being soft credited. When importing, it tells The Raiser's Edge whose record to add the soft credit to.
• Gift Link – This is the gift import ID of the hard credit gift. It tells The Raiser's Edge which gift to use as the hard credit when importing soft credits.
• Soft Credit Amount – This is the amount to soft credit to the recipient (whole or fraction of the actual gift).
Once this information is in an Excel file you can begin.
The column header for the Recipient Import ID is SoftCredRecip, Gift Link is GFTLink, and Gift Amount is SoftCredAmt. Save the file in .CSV format.
In Admin, Import, select Soft Credit from the Gift node. Click New and select the following parameters.
On the General Tab select:
• What do you want to do? Import new records
• What file to you wish to import? Browse to the import file
• How do you want the system to identify existing constituents? Use the Import ID*
• What is the format of this import file? Delimited
On the File Layout Tab select:
• Field Separators and Text Qualifiers: Comma, Quotation
• Import Field Names: Field names are on the first line of the import file
• Sample Import Format: Verify the first few rows of the import file
On the Fields Tab:
• Ensure all rows in the Field to Import column are mapped to the correct field in the Raiser's Edge column.
On the Summary Tab select:
• Create control report. This report lists the criteria fields and operators selected for the import. The report also shows the import name and the directory path where you saved the import.
Stay tuned for Part II, where I’ll go over updating existing soft credits.
Here are last week's most popular forum discussions as well as unanswered posts:
Most popular topics:
Unanswered Posts:
A couple of users had questions about creating Policies and Procedures manuals this past week:
Join the discussion!
There were active forum threads about the Media tab both this week and a couple weeks ago, so a blog post about the Media tab seems appropriate.
The Media tab is a catch-all space to store newspaper clippings, letters, pictures, and graphs on constituent records. There are two ways to add a Media object to the record: by embedding the file in The Raiser's Edge and by saving a link to the file.
Embedding an object places a copy of the original file into The Raiser's Edge database. When you embed objects, it increases the size of the database by the size of the files. If you embed a file that is 1 MB, the database grows 1 MB. If you use the SQL Express version of SQL Server, Microsoft limits the database size to 4 GB. If you reach this size limitation, you will need to purchase SQL Server Standard or Enterprise.
If you are running SQL Server Standard or Enterprise, the database has no size limit and media storage isn't a concern. If embedding files would cause you to hit the 4 GB limitation, link to the object instead. When you link to an object, you add the path to the file, rather than copying it into the database.
Because they are stored in the database, embedded files are automatically available in The Raiser's Edge to everyone who can access the Media tab. Also, if changes are made to your server or network, these files would be unaffected.
With linked media objects, the files need to be stored on the network, where everyone can access the link. If you relocate the media files, you may have to update the links in your database. You can do this globally by running the Update Linked Media plug-in.
For steps on adding, editing and deleting Media objects, check out Knowledgebase solution BB42288.
Here are some web seminars coming next week. Web seminars are free, usually last about an hour, and discuss Blackbaud products and best practices for nonprofits. To register, select Web Seminars from the Events menu on our website, find a seminar you want to attend, and click Register Now. All web seminars are at 2:00 p.m. EST:
April 27: Measuring Donor Retention within The Raiser’s Edge: Learn about analyzing your current fundraising efforts in The Raiser’s Edge through standard workflow procedures, easy-to-use reports, and developing a retention plan using supporting, readily available industry data.
April 29: Blackbaud NetCommunity for Healthcare Organizations: Learn how Blackbaud NetCommunity helps healthcare organizations build stronger relationships by creating a personalized, interactive experience for constituents, donors, patients, and board members.
April 30: Blackbaud's Solution for Environmental Organizations: Learn about Blackbaud's commitment to helping environmental nonprofits succeed and fulfill their ever-important missions.
Monday's session (Measuring Donor Retention within The Raiser’s Edge) will discuss the Fundraising Effectiveness Plug-in, which we'll be talking about more on this blog.
To repeat the offer from my last post: The first topic suggested in the comment section on this post will be the subject of a post in the next week. Only suggestions related to The Raiser's Edge, please. Have a super weekend!
Here's a pair of unanswered forum posts from the past week:
Leslie Heisler of Southwestern Vermont Health Care has a question about issuing a receipt for a gift that was made by cashier's check. If you have experience with this, reply to Leslie.
Marla Strickland of the Peabody Essex Museum is working on sending Renewal letters to soft credit recipients. If you have a best practice for this, reply to Marla.
The April issue of Fundraising Well was sent today. Fundraising Well is a monthly nonprofit newsletter that features methods to improve fundraising efficiency through the use of modern technologies and philosophies. This month, Bob Cramer, co-founder, CEO, and chairman of ThePort™ Network, Inc., offers his insight on how social networking can help nonprofits in a down economy and how building online social communities to create more personal relationships with supporters can help your organization gain a competitive edge.
Subscribe to Fundraising Well to receive each issue in your inbox, and view past issues in the archive. Also, check out the new Fundraising Well blog, which you can follow with its RSS feed.
Last August, Kevin Brunson wrote a post about the Fundraising Effectiveness Project administered by the Association of Fundraising Professionals. In the coming weeks, look for additional posts about this project, and how it can help your organization.
On a lighter note, check out the April Fools Fun! thread to read about some of the shenanigans perpetrated by members of the community on April Fools Day and share your own stories.
What would you like to read about in an upcoming blog post? The first topic suggested in the comment section on this post will be the subject of a post in the next week. Only suggestions related to The Raiser's Edge, please.
Here are the discussions that generated the most chatter in The Raiser's Edge forums last week:
If you have advice or insight to share, join the discussion today!
Memberships are a great way for NPOs to maintain revenue. Because memberships can go through a lot of activity in a lifetime, The Raiser’s Edge has the capacity to track this data for your analysis. In the span of a constituent’s membership, he may lapse periodically; he may decide that he has to drop his membership but eventually rejoin; he may decide that he wants to tentatively downgrade or upgrade based on financial or family situations.
For you, the NPO, this is important information. It is helpful to understand the flow of your memberships. This way, you can determine whether or not you want to promote specific membership categories, understand which options are most often selected, and just have a better idea of what goes on in the day-to-day activity of your organization.
With this data, you can run specific Membership reports that provide the statistics you need to understand these patterns. One such report is the Membership Statistics by Category report. This provides a starting number of Memberships within each category, then lists the different memberships that had activity in a specific set year or months. For the memberships in the Start optional column, this activity includes upgrades, downgrades, drops, lapsed memberships, and renewals. More specifically, you can analyze the data between your programs, categories, and subcategories. This way, you can determine whether a specific program seems to have lost a lot of attention – and where it might have gone.
Let’s say you’re an organization geared towards helping animals, and one of your Programs is the Adopt an Animal program. You have several categories in this program – Family, Individual, and Couple. You’re noticing that you haven’t seen a large number of families walking through your doors lately, so you run the Membership Statistics by Category report. This confirms your thoughts – of the 30 Family memberships you had starting out at the beginning of this calendar year, 15 have dropped, and 10 have downgraded out of this category. The next time you have an event, you might want to consider promoting the Family membership category of the Adopt an Animal program – maybe throw a few benefits into the terms of the membership.
The report parameters look similar to other canned reports with date filters, a Filters tab, a Gift Types tab (when choosing to base the records to include on Gift Date as opposed to Membership Date), options to filter on Attributes, as well as include a graph. One unique option in this report is the option Include only Active memberships in ‘Membership as of’ counts. To clarify, this means that, when calculating the Memberships Prior to, Lapsed, and Memberships as of values, you’re only looking at memberships that are Active during your date range.
Below is a sample of the report:
One membership (Program.Category.Subcategory format – i.e., Adopt an Animal.Couple.Koala) at a time, the report lists the memberships before your specified time period (Start Memberships, or ‘Memberships prior to…’ is an optional column, selected on the Format tab). Next, you’ll find new memberships that started during your desired date range.
In the next set of columns, the report lists the numbers within each of the other possible activity actions. Members can Renew or Rejoin, into or out of the membership. With this in mind, depending on your membership hierarchy, they can upgrade or downgrade their memberships – all of this activity is listed as well.
In certain circumstances, members may upgrade or downgrade during their cycle (versus upgrading or downgrading after their lapsed memberships – which is calculated in the previous section). Finally, they can drop their memberships during your date range.
This report takes all of this activity into account, then provides a final total (column titled ‘Memberships as of…’).
This formula is calculated as follows:
Beginning number = Start Memberships (Memberships prior to…)
ADD x:
New + Renew Up-In + Renew Down-In + Rejoin-Same + Rejoin Up-In + Rejoin Down-In + Upgrade During Cycle-In + Downgrade During Cycle-In
SUBTRACT y:
Renew Up-Out + Renew Down-Out + Upgrade During Cycle-Out +Downgrade During Cycle-Out + Dropped ( + Lapsed only if the 'Include only Active memberships in ‘Membership as of’ counts' option is marked)
So:
Start Memberships + (x – y) = Memberships as of…(end of date range)
NOTES:
The following activity is not accounted for in this formula, for the reasons listed:
- Renewals - Same: This membership is already accounted for in the Start membership value, so including it in the totals here would be double counting the membership
- Rejoin Up-Out: This membership is not included in the start membership value for this membership so its activity is included elsewhere in the report, to the membership to which it was upgraded
- Rejoin Down-Out: This membership is not included in the start membership value for this membership so its activity is included elsewhere in the report, to the membership to which it was downgraded
For more information on this report, refer to the following Knowledgebase solution:
'What is the Membership Statistics by Category Report, how to run it, and how does it calculate?'
Several times a week, we offer free, hour-long web seminars on our website. The seminars usually focus on Blackbaud products or best practices for nonprofits.
To register, select Web Seminars from the Events menu on our website, find a seminar you want to attend, and click Register Now. Once you submit the enrollment form, you’ll receive an email with instructions for viewing the online presentation, as well as the telephone access number. If you’d like to enroll for additional seminars, click Continue after you fill out the enrollment form.
Here are some of the web seminars coming up next week:
April 20:
Fundraising in Difficult Economic Times, 1:00 p.m. EST: Learn positive steps to take in order to fortify fundraising efforts and increase efficiency in the following areas: donor relations, annual giving, major giving, planned giving, and special events.
April 21:
Blackbaud NetCommunity for Cause-Based and Service Organizations, 2:00 p.m. EST: Learn how Blackbaud NetCommunity helps cause-based and service organizations build stronger relationships by creating a personalized, interactive experience for constituents, donors, and members.
Introduction to The Raiser’s Edge – Sphere Data Connector, 3:00 p.m. EST: The Connector synchronizes data between Sphere eMarketing and The Raiser’s Edge to produce reports and develop marketing campaigns.
April 22:
Let's Go Paperless! PaperSave for The Raiser's Edge, 1:00 p.m. EST: PaperSave is a comprehensive electronic storage system and audit trail for your documents.
Activate Online Marketing and Engagement: An Overview of Blackbaud NetCommunity Grow, 2:00 p.m. EST: Blackbaud NetCommunity Grow is for organizations who want to improve their online marketing and communications, but lack web development resources or expertise.
April 23:
Best Practices for Data Integrity, 2:00 p.m. EST: Learn how integrating The Education Edge and The Raiser’s Edge has helped Landmark Christian School save time and ensure all offices have access to the most up-to-date information possible.
Have a super weekend!
Here's a list of unanswered posts from the past week:
If you have advice or insight to share, join the discussion today!
The answer to the Brain Buster in this month's edition of The User's Edge is either one or zero. Since most animals can't talk, the traditional answer is that none of Robert's animals would be able to say they are the same animal as Yoshi's. Of course, since some parrots can talk, and one of Robert's animals is a parrot, it's possible that one of his animals could say it is the same animal as Yoshi's. 
This applies to organizations that store credit card data in The Raiser’s Edge, and authorize credit card transactions by exporting or printing credit card numbers. If your organization uses IATS or ICVerify to authorize credit cards in the Batch module, or you don't use The Raiser's Edge to store credit cards, these changes do not affect you.
As a result of new credit card regulations covered under PCI, The Raiser’s Edge 7.91, scheduled for release in the second quarter of 2009, will no longer store full credit card numbers. To achieve compliance Blackbaud has removed storage of full credit card numbers from all products, including The Raiser's Edge 7.91.
In The Raiser’s Edge 7.91 full credit card numbers are replaced with reference tokens. These tokens map to the full number stored in the Blackbaud Payment Service (BBPS). Only the last four digits of credit cards will display on constituent and gift records and in the Batch module. Credit card numbers will appear as 12 asterisks followed by the last four digits of the card (i.e. ************7864).
After installing this update, you will no longer be able to view, print or export full credit card numbers, or authorize credit cards by printing or exporting credit card data.
To authorize credit card transactions in The Raiser's Edge, you must create an account with a supported credit card processor. Current supported processors for The Raiser’s Edge are IATS and ICVerify.
• IATS is an online solution that has a direct interface with The Raiser’s Edge. To create an account with IATS or to learn more, please see Knowledgebase solution BB142121.
• ICVerify is a third-party software application that is installed on any workstation you use to authorize credit card transactions. For information on purchasing ICVerify, see Knowledgebase solution BB126. If you use ICVerify you must be on version 4.03 SP2 or higher.
If your organization selects to remain on your current version and continue processing credit cards by exporting or printing credit card numbers, we strongly recommend that you contact a Qualified Security Assessor (QSA). A QSA can advise your organization on how to secure your credit card data and authorize credit card transactions in accordance with PCI.
To learn more about PCI or to take the PCI self-assessment questionnaire, please visit the PCI Security Standards Council's website.
We will continue to provide information about PCI compliance on our PCI compliance page, our PCI Compliance blog, and in our newsletters. Subscribe to the PCI Compliance blog RSS feed to be notified when new posts are made.
For even more information, check out the PCI FAQs. The FAQs are updated as additional information becomes available.
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