Forums

Hosting a Web Server

Sean Long — Fri, 20 Nov 2009 22:57:36 GMT

Hey guys!

I'm always interested in hearing about how you tackle things in your organizations, so I thought I would try to start a thread on people's experiences on hosting a website (not limited to PEO).

Who out there hosts their own website? Did you contract a design firm to design the layout or tackle it yourselves? What are some technologies that helped you (or would have helped you starting out)?

Class Of 2-Digit

Doug Baker — Fri, 20 Nov 2009 16:30:31 GMT

We are looking to add something to a constituent's record in order to track their 2-digit ('97) Class Of year. I was wondering how you guys track this in your system or any ideas of a good place to put that. We have the class of field already populated with the 4-Digit (1997) so that is off-limits as an idea, but anything else would be greatly appreciated.

Payroll End-of-Year Support Roundtable II

Jennifer Maroney — Wed, 11 Nov 2009 17:55:41 GMT

On Friday, January 8 from 2:00 - 4:00 p.m. ET, we are having another Payroll End-of-Year Support Roundtable session. Josh Grabia, a Financial Edge Support Specialist, will give an overview of the end-of-year process, including running end-of-year reports, creating W-2 forms through Aatrix, and making W-2 adjustments. After each section, there will be time for your questions. We only have 65 "seats" available so register today!

Action Tracks

Keith Tramantano — Tue, 28 Apr 2009 20:23:18 GMT

Hi everyone:

I feel like I've been living on this forum the last couple of weeks. My next question is about Action Tracks. I'm trying to decide if they would be a useful tool for my organization, but now I remember why I gave up trying to learn about them a year ago-- they seem more involved and rigid than they are worth.

I understand it is useful to devise a step-by-step plan for your donors and prospects and then have the system do the work reminding you of those steps. My question is in the mechanics. For instance, the creation of an action in a track is based on the completion of the previous action. So you can set conditions. Got it. But let's say your first action is a phone call to set up a meeting to discuss a possible major gift. You make the phone call, and if they agree to a meeting, the meeting itself is the next action. If the meeting is successful, your next action is a solicitation letter. If the letter is successful and they send a gift, your next action is an acknowledgement, and so on.

My question is, how do you communicate to the system that your previous action was successful? Right now, I see the option of setting conditions based on an action query(for instance, if action is marked as completed, if action status is closed, etc.), but just because a phone call was made or a meeting was had, does not qualify it as successful.

Maybe I am missing a step. Maybe we would need to set up action attributes for "successful, unsuccessful" or additional action statuses and then use those in our action query.

But overall it doesn't seem worth it to me. Maybe someone who is using the tracks successfully can provide another point of view.

Thanks very much,

Keith Tramantano

Posting to GL ALL at Once

Doug Baker — Fri, 20 Nov 2009 19:17:15 GMT

I was wondering if there was any way to post ALL gifts that have either been added or adjusted or changed in any way at once or if you have to create a Post Query for all the gifts and then post the reversals and adjustments separately?

Prospect Rating for Annual Gifts

Keith Tramantano — Fri, 20 Nov 2009 19:13:01 GMT

Hi everyone:

My organization is attempting to create a more stream-lined system for identifying prospects and their giving potential. We'd like to start with finding more annual donors between $1,000 and $10,000 giving level. The idea is to come up with some sort of ratings system based presumably on capacity and inclination and then generate reports from those ratings for departmental prospect meetings to discuss strategy. The point is to have a continuous pool of prospects for these giving levels and to find the best way to determine where our focus should be amongst that pool.

I'm wondering if anyone would be willing to share their own experiences with prospect rating. I'm also interested in hearing about how people use the database itself to identify potential annual giving donors. Does anyone run regular reports based on giving history, etc, to identify prospects for higher levels of giving? Any info would be greatly appreciated.

Keith Tramantano

Assistant Manager of Development Operations, The Jewish Museum

Database Associate - Outward Bound - NYC

Heather Metivier — Fri, 20 Nov 2009 18:57:45 GMT

Summary	The Database Associate is primarily responsible for the entry and acknowledgment of all donations to Outward Bound as well as maintaining the integrity of the Raiser's Edge database. The Database Associate will also be expected to run queries and reports to support the work of the Advancement Team.
Essential Duties and Responsibilities	· Receive, process, and accurately enter contributions into Raiser’s Edge database.· Work with Finance team to reconcile monthly cash. · Perform occasional research regarding gift restrictions, donor background and contact information.· Maintain contact with bank staff and managers to ensure checks are processed and scanned accurately in a timely fashion.· Generate, edit, proofread, and mail acknowledgement letters and other donor correspondence in a timely manner.· Process and manage monthly/quarterly recurring gifts.· Update donor records in Raiser’s Edge.· Manage online contributions through Net Community.
Secondary Responsibilities	· Create and update event donation web pages in Net Community as necessary.· Coordinate with event planning vendor and Director of Events in regards to RSVP list, solicitation process, and auction items.· Generate reports and queries based on informational requests from Regional Development Managers and Directors.· Maintain availability for special projects assigned by Director of Advancement Data Systems.
Knowledge and Skills	· Must be self-directed, highly organized and highly motivated. · Must be willing and able to take on new challenges and demonstrate initiative. · Must have advanced knowledge of and experience with Raiser's Edge (gift batching and acknowledgement letters, queries, reporting, etc.). Knowledge of Net Community is a plus. · Must be detail oriented, have strong inter-personal skills, able to handle multiple tasks, with the ability to work both independently and collaboratively. · Excellent oral and written communications skills required. · Must be flexible and able to work simultaneously on a number of projects. · Must have excellent working knowledge of MS Word, MS Outlook, MS Excel.
Education and Work Experience	· Bachelor's degree or equivalent experience preferred.· 2-3 Years experience working with Raiser’s Edge data entry.
Compensation	· Salary commensurate with experience. · This is a full-time benefit eligible position.
Application Instructions	· Please forward a resume and cover letter as application to Heather Metivier at hmetivier@outwardbound.org.

Decoding marital status code, country code etc

Ajit Dhaliwal — Fri, 20 Nov 2009 17:59:02 GMT

Hi,

We are trying to extract data from our Raiser's Edge system so that we can use it on our website. We have extracted the data in an Access document but we are having trouble decoding values such as the marital status code and country code among others. For example we have a marital status code of 3288 but we cannot find a table that will tell us what this code means in words. We are having the same issue with country codes and many others. Can any one tell me where I can find the table that will let us decode these?

Thanks a lot

If you can’t find the answer to your question in Knowledgebase, do you use Case Central or do you call?

Jennifer Maroney — Thu, 19 Nov 2009 22:50:11 GMT

If you have any specifics, please leave comments because we’re striving to improve your online experience and would love to hear your opinions.

[Poll]

Upgrading from MS Server 2000 to MS Server 2008 and RE 7.71-7.85

Franklin King — Fri, 20 Nov 2009 17:09:40 GMT

Are any of you Upgrading from MS Server 2000 to MS Server 2008 and RE 7.71-7.85? We are doing this at Wycliffe, and I actually built the server in the Summer, but due to issues with our Serenic NAV upgrade to NAV 5.02, RE was sent to the back burner.

We have reprioritized the RE upgrade now, and it is back at the top of the list...though NAV is still working through the bugs and issues.

Have any of you completed this upgrade, or are any of you doing this now, or are contemplating doing this soon?

I would like to touch base with you and see what you dealt with and maybe get some good tips. :-) Also, how did it all work with your existing Crystal Reports?

Thanks,

In His Service,Franklin KingApplications AdministratorWycliffe Bible Translators407-852-3623 (Office)407-883-8562 (Wireless)407-852-3601 (Fax)franklin_king@wycliffe.org

How Do You Use Transaction Codes?

Jennifer Maroney — Thu, 08 Oct 2009 14:11:47 GMT

If you have the Project, Grants, and Endowments optional module, you can use Transaction codes (also called T-codes) to track transactions and maintain fund balances by and across fiscal years. They are similar to attributes, but the information is carried over to the General Ledger. In GL, you can filter reports by the transaction code to view the activity. What types of activity do you track using T-codes?

Coupons

Farah Dunks — Thu, 30 Apr 2009 19:08:01 GMT

Does anyone know where I can find a report that will show a complete list of each coupon that a cashier used during their shift? The only thing that I can find is a report that adds all the discounts/coupons for the day. I know that the discount report is corrupt but we have a custom report that we use. If anyone can give me any direction it is greatly appreciated!!!

Student Billing - Posting to General Ledger

Grace Wang — Tue, 27 Oct 2009 07:54:30 GMT

I have a question about posting to general ledger via student billing.

I am unable to see the details of summarized posting. Is there a way for users to see what make up the summarized amount?

Usually I am able to use the journal batch and line item to track the source record / transaction. I am able to use GO TO function when the transaction is shown as summarized.

Thanks in advance.

Emailing SB Statements

Rachel Welsh — Tue, 03 Nov 2009 12:28:10 GMT

I know that BB doesn’t have a way for us to email statements but I’m wondering if anyone has anyone has used an export in combination with MS Word email merge for doing this? While we do this for our conduct reports (it works very well), I’m slightly uncomfortable with emailing a statement that is not in PDF form.

Can you expand the details section based on the size of a field

Robin Evans — Thu, 19 Nov 2009 23:19:20 GMT

I am creating a Crytal Report that will show write-off activity for a particular period of time. One of the fields we want to include is write-off notes. In a couple of cases the write-off notes are quite long. I know how to make the details section larger by dragging down the bottom edge of the section, but then I end up with a lot of white space where the notes are not as long. Is there a way to have the row size vary from line to line based on the number of characters in a field?

Installation fails

Matthew Daubert — Fri, 20 Nov 2009 14:39:23 GMT

Error 1935 An error occurred during the installation of assembly component. This happens when installation a fresh copy of Raiser's Edge 7.91 on Windows Server 2003. No problems when installing on clients. Couldn't find any information in the knowledge base about this error.

Policy & Procedure Manual

Laura Dickerson — Fri, 01 Aug 2008 16:50:54 GMT

This is my organization's Policy & Procedure Manual. It is not complete yet, and it's tailored to my own company, but it might be a good jumping off point for your organization to get started.

I always appreciate feedback and/or suggestions.

Hope this helps.

Knowledgebase Polls

Jennifer Maroney — Thu, 19 Nov 2009 23:19:43 GMT