Is there anything in particular you would like to discuss during this User Group? Let us know; What's on your mind!
I am sure I will come up with additional topics but this is sort of a pet peeve of mine. Is it possible to include the suffix in the name of the constituent when you search? We have quite a few juniors and if you don't know the address of the one you want, when you search you have to open each record.
Lisa Callahan
I have another problem for which I am trying to determine the best solution. I am in the process of reciprocating all our scholarship recipients to the scholarship itself through linking the individual record to the scholarship record in Raisers Edge. The issue into which I am running is that Raisers Edge does not link attributes or addresses. This makes for duplicate entry to make sure everything is correct in both places. Here is an example:
John Doe received The Wonder Woman Scholarship for $500.00 in 1999 (for his dedication to women's studies). There is an individual record for John Doe as well as an organization record for The Wonder Woman Scholarship (in order to track all the money awarded to it and so the brass can see everything in one place). When I import the amount awarded along with the dates to the organization record, it is not linked to the individual record. Conversely, when I link John Doe to The Wonder Woman Scholarship record, it only links his name, SS#, and addressee tab - his address remains on his individual record.
I understand Blackbaud's thought process on NOT linking these records as you may want to record a organizational address for the individual as well as different attributes. However, would it be possible to link them if we want to? Similar to when you change an address on an individual relationship you are asked if you want to change the address on all relationships associated with this record? If there is a check box or another way to link attributes and addresses to existing constituents manually and when doing mass imports, that would make my job a whole lot easier.
Did I explain that well or just manage to confuse you??
See you next week!
I do not know what the agenda will look like right now! I am checking with the account rep that will be there to see if I can't get that information for you now!
(I'm super excited -- I am actually going to be attending this User Group!!)