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  • Re: Stage Aging Report

    I don't think there are any built in reports to accomodate what you are looking for. This is a prime weaknesses in Raiser's Edge 7 for our organization. I believe it will be addresses in RE 8 (at least based on what I've seen from the CRM product and the Blackbaud Labs). What we do is we track Moves status in Ratings and have MGOs add ...
    Posted to VBA/API (Forum) by Mitchell Gibbs on 07-28-2009
  • Re: preferrential selection of data across multiple fields

    Actually, I hoped it was an answer with just a bit more to figure out I was thinking that, even though you would be getting more than one e-mail address in the output, the first one would be the one you actually wanted and the others could be ignored or deleted - depending on the usage. Regarding the TableEntires - that's the weird thing. ...
  • Re: preferrential selection of data across multiple fields

    I feel like there is an answer possible using Export and exporting 2+ phone numbers restricted to the e-mail address types and specifying an Order By. Theoretically, if we can identify the correct Order By sequence, you will always end up with your desired e-mail in the first slot. I think there is still a bug/feature where if you only choose one ...
  • Re: RE and Constant Contact: advice

    Ariel- Did you ever figure anything out for getting RE to play nice with Constant Contact? We've got NetMail from Blackbaud which is, of course, very well intergrated with RE. However, it can only send to constituents in RE. We're looking to work with MailChimp, but are having difficulty working out a workflow that will let us coordinate ...
    Posted to The Raiser's Edge (Forum) by Mitchell Gibbs on 05-05-2009
  • Re: Suggestions on how to increase performance?

    I agree with most of what Ken said. However, your OS/Programs drive needs to be protected on a RAID array as well. Otherwise, a loss of that single drive will bring your server down catastrophically. Given your limitations, I recommend three RAID 1 volumes. If you had room for more drives, I'd be suggesting RAID 0+1 for the database for ...
  • Re: Donor Filing System

    Karen- If there are credit card numbers, then I believe you may be required to put them in a secure area to comply with PCI-DSS rules. We have our gift batch archives in a semi-secure room and are moving them into a more secure area shortly. Our main files are in PaperSave which is pretty secure. We're actually about to start a project for ...
  • Post to G/L

    Has anyone else written VBA code to post to a G/L? I've written custom code outside of RE, but it doesn't manage any of the Post flags in Raiser's Edge - it's entirely external. I'd be thrilled if I could borrow code from someone who has already worked it through. Thanks, Mitch
    Posted to VBA/API (Forum) by Mitchell Gibbs on 02-06-2009
  • Stimulus change to Fundraising under HIPAA

    I was wondering what other health care organizations are doing in relations to the Stimulus currently going through Congress. If you haven't already heard about it, the Stimulus package passed by the House redefines fundraising as NOT a part of healthcare operations. This would effectively prevent any access to patient demographics currently ...
    Posted to Healthcare (Forum) by Mitchell Gibbs on 02-06-2009
  • Re: Identify donors who are inpatients

    Lisa- We're currently not allowed access to the daily census for our hospitals - our legal department has a particularly narrow interpretation of HIPAA's "dates of service" clause - if a patient doesn't have a start AND end date, we're not allowed to have their information yet. We continue to work with them to expand ...
    Posted to Healthcare (Forum) by Mitchell Gibbs on 01-22-2009
  • Re: excel import file: deleting last '/n' from address line

    You could also use the SUBSTITUTE function to catch any lingering instances. TRIM(SUBSTITUTE(A1,"/n"," ")) will replace /n with a space and then remove trailing spaces. Mitch
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