Sometimes you have to be smarter than the software. Knowledgebase solution BB16868 is a skeleton key to group records by comparing two different fields. The solution walks you through the process of finding constituent/spouse pairs that have the same (or different) last names and popping the records...

In my last post , I discussed how to add new soft credits to existing gifts. Now, let’s look at using import to update the soft credit gift amount on gifts that already have soft credits. In addition to the fields necessary to add a new soft credit (Recipient Import ID, Gift Link, Soft Credit Amount...

“Importing is like a box of chocolates , you never know what you’re going to get”. That might not be the exact quote, but there are many types of imports, each with its’ own flavor. Some imports are complex and require more information such as linked fields, while others are simple. Some imports allow...

Like calligraphy , making a soufflé , or playing the theremin , importing records into The Raiser's Edge requires practice and precision. In one of the first posts on The User's Edge Blog, Grace Strother shared her bag of import tricks . Among the tips Grace provided was to check import extensions...

Well, it wasn't a large bag, but I consistently used the tricks in it to help customers with puzzling import questions when I supported The Raiser's Edge . The "tricks" are pretty simple, but they may come in handy the next time you tackle an import. Use the Fields tab or create an...