What's What In The Web And Database Views
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The database view — familiar to those with Raiser's Edge 7 experience — has many similar features as the web view, but some have different names. If you're familiar with a feature or concept that doesn't appear in the web view, it's possible it's just known as something else!
Annotations/Alerts. In the database view, you use annotations for reminders or special instructions to someone when they open a constituent's record, such as to not update the address before first contacting the assigned fundraiser or to handle a high-priority donor with care. In the web view, you use alerts to raise this flag with a message you can set to appear whenever the record opens. For more information, see the Alerts Help.
Attributes/Custom fields. While records provide many fields to track specific information, you can store specialized details — such as a constituent's dietary preferences or interests — as attributes in the database view. To better describe the intent of this feature, which enables your organization to manage fields unique to its needs, you store this information as custom fields in the web view. For more information, see the Custom Fields Help.'Cash' and 'Pay' gifts/Donations and Pledge payments. In the database view, you track charitable donations of money — regardless of payment method — as cash gifts. To help avoid confusion between these gifts and other payments or gifts paid in cash — as a payment method — as donations. Similarly, payments toward pledge installments appear as pay gifts in the database view, together with the payment method — such as Pay-Cash, Pay-Stock, or Pay-Other. To better explain the relationship these payments have with other gifts, they appear as pledge payments in the web view. On a gift's record, you can view how the donor paid for it under Payment information. For more information, check out the Gift Types Help.
Media/Attachments (sort of). In the database view, you can save collateral gathered about a constituent — such as correspondence, artifacts from prospect research, and pictures or videos from fundraising events — as media on their record. In the web view, you save these files to constituents — and other records — as attachments and enjoy additional features and benefits. For more information, including details about the relationship between media and attachments, see the Attachments Help.Nicknames/Preferred names. In the database view, you can track the informal name a constituent prefers in familiar situations — like Rob instead of the more formal Robert — as their nickname. In the web view, this moniker appears in the Preferred name field under the constituent's name on their record. For more information, check out the Profile Information Help.
Proposals/Opportunities. With Prospect Research Management, you can plan and track your efforts to cultivate donor relationships and secure major gifts as proposals in the database view. To better reflect all the work — the identification, research, planning, and so on — that leads up to the ask (or proposal), you manage these efforts as opportunities in the web view. For more information, see the Opportunities Help.
Solicit codes/Communication preferences. In the database view, you can configure and track the rules of contact for constituents — such as to not call after 8:00 p.m. or on weekends — as solicit codes. To better convey the impact these rules have on positive relationships with constituents, they appear as communication preferences in the web view. For more information, see the Communication Preferences Help.Solicitors or Canvassers/Fundraisers. In the database view, the people who research and interact with constituents, manage actions and proposals, and ask for gifts — in short, all the work required to successfully fund-raise — on behalf of your organization are called solicitors (or canvassers, in the UK). To better convey the types of work these people do, as well as the diversity of who should receive this title, they appear as fundraisers in the web view. For more information, see the Fundraisers Help.
For more information about these terms, or to stay current on additional differences, see the Database-to-Web View Translations Help.
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Blackbaud Raiser's Edge NXT® Blog
05/04/2017 2:34pm EDT
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