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I'm calling an emergency posting of Tips from a Troubleshooter, because I know a lot of you are awarding financial aid to students right now. I'll return to my series on Student Billing 6 vs. Student Billing 7 soon, I promise. The Financial Aid...
This is a guest post by Chuck Hays. Chuck is a Senior Educational Consultant for Blackbaud. Did you know we have an even easier way to correctly accrue payments for the next school year? First, let's touch on the accounting requirements. If you take...
You are working in the linking grid and see a record that does not belong, such as a withdrawn student. You right-click on the student’s row and open his Education Edge record, change his status to Withdrawn, and save and close the record. This ineligible...
Linking records through Integration can be a time-consuming task. It can be difficult to determine if matches are correct in the linking grid because sometimes students and parents happen to have the same names (i.e., Jr. and Sr.). Without opening their...
So I'm a parent and I open my bill, on the web in NetClassroom or through the mail and one thing is for sure: not much changes on it except the numbers. Maybe you see the next installment in your plan, but typically it's just your friendly monthly...
From my experience, I've seen many schools send bills out for next year while the current school year is going on. It's always good to stay ahead right? I'm guessing the thinking being, the sooner you bill for next year, the faster you collect...
Integration maps fields and relationships between two databases. The synchronization process looks at the database with the most recent update on these linked records. If the records in both programs were updated since the last synchronization, the most...
In version 7.78, we've added a Business button on the Bio 1 tab of Individual records so you can easily view the individual's primary business information without selecting the record's Relationships tab. When you click the Business button...
Hey ladies and gentlemen, I've got another new 7.78 feature to share! You can open records in a Person query by double-clicking on a row in the results. Now Person queries function the same as other query types. Brilliant! All the new features are...
Scenario: You're in version 7.77, cleaning up phone type table entries in preparation for integrating with The Raiser's Edge. After meeting with the Development Office folks, you decide to keep Cell as the phone type to describe mobile numbers...
We are making advance deposit data entry simpler. Yes, I said it. In our next release, version 7.78 which is due out this quarter, we have made some relatively simple, but very effective changes that will ease confusion around this cyclical process. In...