If the wife was the donor, we hard credit her for the gift and soft credit her husband for the gift too. I don't see why you should merge the 2 records - you don't want the husband's business information or education relationships or attributes to merge over to the wife's record. To see actual giving (hard money only) you should select the ...

We also do the reciprocal relationship as ''Board'' and the relationship as ''Trustee'' or ''Board Member'' or ''Overseer''. Raja Mukherjee Database Manager & Coordinator of Prospect Research Worcester State College Worcester, MA 01602 [Email Removed]

I would find out the figures for each month for the last 5 years and then try some trending - try the Gigt Detail and Summary report under financial reports and change the date range to one month of one year at a time. If you are good with Access or Crystal reports - you could output 5 years' worth of data at one go and then group by month/year ...

We included everyone in our database for our recent electronic wealth screening - which meant our Board, other volunteers, faculty and staff. Raja Mukherjee Database Manager & Coordinator of Prospect Research Worcester State College Worcester, MA 01602 [Email Removed]

I would set up an export (in the Blackbaud Report Writer Database format) and then create a custom report (using Crystal Reports for Blackbaud) to set up the report query. That way, you just run the custom report and when the export is rfreshed, you put in the date / date range or whatever paramenter you are using and get the output as a crystal ...

I have used it (though not very frequently) and have had no problems at all - including doing global adds, changes etc. Raja Mukherjee Database Manager & Coordinator of Prospect Research Worcester State College Worcester, MA 01602 [Email Removed]

Found the solution thanks to Blackbaud - I was doing the database linking through ''ODBC'' instead of ''Database Files'' in the data explorer under Crystal reports. Though the Blackbaud Export file has MDB as the file extension, it is not really an ODBC connectable file. Raja Mukherjee Database Manager & Coordinator of Prospect ...

Hi, I had been exporting to excel/access and creating and running Crystal Reports outside of Raiser's Edge since I started working with Raiser's Edge, last July. It was suggested to be by our account manager, Court Creeden that I should use Custom Reports, so I wouldn't have to do the reports in a two step process (first do the export and ...

Hi, Has anybody ever added the Preferred address ZIP code (01602 in the example below) to the title bar? I want the title bar to show: William R. Smith, 1980, Alumnus, 01602 Thanks Raja Mukherjee Database Manager & Coordinator of Prospect Research Worcester State College Worcester, MA 01602 [Email Removed] [i]--- ...

If all the constituents can be gathered by a query (or merge queries), then you can do a global change (to update actions) or global add (to add actions_ - under the Admin menu. But be very sure you know what you are doing and try it out with one or 2 constituents before doing the global adds or changes. Of course, you'll need to have the ...