This is the Blackbaud Community Best Practices blog.

Untangling Or Creating Addressee & Salutation Configurations

Community Member, Elizabeth Johnson, shares a useful tip for these types of tasks in Raiser's Edge. Give this blog a "LIKE" to vote for it to win the bbcon blog contest!

A tip I learned from Naomi Harding BBU trainer extraordinaire is to break your configurations into categories to ease locating the ones you need and tuck the less desirable out of the way since they can not be marked inactive. See image for more details.

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Locking down editing rights and setting a policy that editable checkbox is solely used when there is a personal preference beyond a name change. It is a procedural requirement that any addr/sal that is marked editable also requires an addr/sal of “Preference” to spell out the request. When one looks at someone’s addr/sal tab they will know exactly why one is marked editable. As shown in the image above. It is easier to export the preference information for review as it is more uniform than it ever was in our previous dislocated method of storing as a note.


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Below is a sample language (the event is real, free, and open to the public) we use to encourage our donors to let us know what their preference is. After all, we can handle whatever they throw at us! We should listen to and honor their individuality.

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What tips and tricks have worked for you to keep this sometimes unruly tab tame?

Posted by Crystal Bruce on Sep 3, 2018 8:18 PM America/New_York

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Good luck, Elizabeth!
  • Posted Tue 04 Sep 2018 09:45 AM EDT
Either way, I hope to write a blog at bbcon for you all! The images didn't come out as big as I had hoped they would here. Looking forward to reading the others tonight!
  • Posted Fri 07 Sep 2018 05:52 PM EDT
My config is a mess for addressees and salutations.  I've been planning to do a little reorganization, but the terror of making a mess of our current data is holding me back.  Nice work.
  • Posted Wed 26 Sep 2018 09:49 AM EDT
Great tip! Thank you for sharing. Our Add/Sals definitely need an overhaul, and this is going to help.
  • Posted Tue 04 Dec 2018 11:21 AM EST