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Outlook integration (RSS)
  • Re: Outlook 2010 vs. 2007 media item problem

    Erica - Not sure if this helps, but I just checked my documentation on Media and I have a note: - When saving Outlook emails (.msg or .txt) for media, check the "Link" button but DO NOT check the "Display as Icon" button. If we don't leave the Display as Icon unchecked, then we...
    Posted to Forum by Gina Gerhard on 08-31-2011
  • Email acknowlegements through MAIL and Outlook?

    We have a number of donors each week that snail mail a donation but request an email acknowledgement. Currently we run our non-electronic acknowledgements through Mail with a conditional mail merge. How do other organizations handle email acknowledgements? Ideally I’d like to be able to create a conditional...
    Posted to Forum by Rebekah on 08-23-2011
  • Re: Outlook Integration

    We are still planning integration and have already run into significant obstacles. Our organization has, until now, used Outlook as it's primary database for constituent contact info. When considering a sync with RE, we realized that constituent data a) is spread across many users, b) lives in the...
    Posted to Forum by Kelly Masley on 06-21-2011
  • Re: Windows 7 and Outlook 2007 synchronization issues with RE 7.91.36.5

    Hi Danielle; Did you ever solve this problem? I just discovered this post. We recently moved to Windows 7 and I am now discovering the same symptoms. Mike
    Posted to Forum by Michael McIntyre on 01-17-2011
  • Business Card scanners and RE

    Our organization is researching business card scanners. Has anyone had success in scanning business cards into RE? Any input or ideas welcome! Thanks! Darcy Law Lower Cape Fear Hospice and LifeCareCenter
    Posted to Forum by Darcy Law on 09-08-2010
  • Windows 7 and Outlook 2007 synchronization issues with RE 7.91.36.5

    We have been using Outlook 7 to populate actions from emails for some time without problem, however, a couple of team members have recently been upgraded to Windows 7 and the functionality seems to not work any longer. I have the addins active, but we get errors when Outlook goes to create the action...
    Posted to Forum by Danielle Repic on 08-03-2010
  • Outlook Synchronization-- how to integrate starting with contacts in Outlook

    Hi. I have just done all the setup to integrate/synchronize Outlook and Raiser's Edge... so if you have specific questions about it, I can help because it was not easy, but it is a great tool! My question is this... when the origin of the contact begins in Outlook... what are the steps you take to...
    Posted to Forum by Michelle Friedline on 07-23-2010
  • Re: Response to email

    If you sync with Microsoft Outlook, you can create an action right from the email message. It will bring up a window where you can select the constituent record to save it too.
    Posted to Forum by Shirley Dempsey-Anderson on 07-13-2010
  • Email Functionality with Reports

    Does anyone have issues with sending emails from FE after running a report? We receive an "allow" message from Microsoft Outlook and holds the email function from going without having to say "allow", "deny" or whatever other option is has. I called support and I was told...
    Posted to Forum by Jammie Harden on 06-24-2010
  • Re: Checking to make sure gifts are applied to outstanding pledge

    Hi Kendra, I'm responding to the latest Blackbaud User's Edge newsletter which had a link to your contact regarding a question about Raisers Edge and Outlook integration. We are still trying to synchronize these databases and have encountered some difficulty in pulling the organization name and...
    Posted to Forum by Judy Ozbun on 04-16-2010
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