These are a series of member generated tips, tricks, and timesavers.

Blog Posts

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    Use Custom Artwork to Personalize Blackbaud CRM for Your Organization
    I’ve had a lot of clients over the years personalize their instance of Blackbaud CRM by giving it it’s own name and using their very own artwork. There are a number of image files that you can replace on the login screen and on the help/about screens [like the icon, and the banner at the top left] in order to achieve a more custom look and feel. The out of box ... more
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    Raisers Edge: Good Data Matters
    Does anyone else get sucked into the "hole" that is the internet sometimes? I mean all of those enticing cleverly worded headlines , a nd the ones with statistics ? F orget about it. In fact, back in 2003 I think that was the demise of my laptop , 74 opened tabs ...I digress. My point being , data is compelling . I t's drives who to mail to, what to mail, when to ... more
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  • Toes in water
    Step Into the Water...or How to Get Your Team to Get Their Feet Wet in RE NXT
    Has your organization made the transition to Raiser’s Edge NXT? Are you experiencing difficulty getting team members to make the mental shift from asking the DBA to run reports, get into the data or help plan out a trip of constituents to visit? There is relief in sight! First of all, if you have not yet joined Community, do so, and invite your co-workers to ... more
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  • Favorite things
    These are a few of my favorite things!!
    I’m all about timesavers, in every aspect of life! Taking back roads to skip the forever traffic lights that define SE Florida traffic, Using the Dunkin’ or Starbucks app to order ahead and pick up on the fly, preparing large batches of a dish and freezing in portions for stress-free dinners later on. You get the idea, right? My Raiser’s Edge timesavers ... more
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  • Zeus the powerful
    Feel As Powerful As A Greek God Using RE NXT Reporting
    Our 5th Grade here at The Benjamin School had their Greek Feast recently. Each Spring, for one day, they dress as Greek gods, parade through the campus and then have a breakfast feast in celebration of all they learned for the year in Language Arts Enrichment. My son, Benjaman, chose to dress as Zeus this year. Seeing him and how powerful the Zeus costume ... more
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    BBCRM Hidden Gems
    It has only been since August that we have been live at my organization, but there are a few important lessons that I have learned from my time using Blackbaud CRM. These might seem like small wins, but they can be huge sticking points if you miss out on them. We use the ad-hoc query tool to provide selections and quick data for all of our internal ... more
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    FE NXT Expense Management-Tips, Tricks, and Timesavers
    We recently switched our Purchase Cards to the new Blackbaud Purchase Card & told our staff that with these cards they would be using the Expense Management Module to input their purchase details online or on their mobile devices instead of the accounting staff doing it. Even though this may sound like we were creating more work for them they are ... more
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    Why Non Profit?
    Many moons ago I regularly wrote a blog. I rarely had trouble coming up with a topic to blather on about. For some reason I had trouble coming up with a topic. So not me, I have an opinion about everything and am not afraid to share. Crystal suggested talking about  a "day in the life of" or why I work in non profit.  I stumbled into non profit work. I started my ... more
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    The Benefits Of Certification
    As someone who has been using Raiser's Edge now for almost 20 years, I was excited when I first heard about Blackbaud Certification in Raiser's Edge and Financial Edge. Finally, a way for me to prove myself and my knowledge!  No more trying to explain the depth of my ability to someone who had never touched the program before!  And not only that, a way to ... more
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    Table It!
    An often underused feature of Raiser’s Edge, tables will improve accuracy of data, increase efficiency and help to keep your data clean, "query-able" and "report-able." Tables for constituent and gift attribute descriptions will prevent typos or differences in entry from one user to another user or even my own entry from one day to another. Tables ... more
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    Why You Should Learn Imports
    When I assumed the role of Database Administrator at my organization three years ago, one of the biggest headaches I dealt with was processing Employee Campaign checks. At that time we used a recurring batch for entering them into Raiser’s Edge. Entering gift amounts for 250+ employees one by one was tedious, time-consuming (taking up to 30-45 ... more
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  • Beehive
    Why Should You Be Part Of The Blackbaud Community?
    I joined the Blackbaud Community because my account manager told me about it, thinking it could be of use in helping to solve one problem I was having with Raiser’s Edge and how to pull out some data.  It has turned out to be one of the best moves I’ve ever made! The ability to tap into the hive mind and “poll the audience” has been so great for so many reasons.  ... more
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  • Performance Reviews are Coming
    Making the Ask: Tips on How to Get Your Raise
    As we near the end of the fiscal year, for a lot of us that means it’s time for the dreaded or highly anticipated annual performance reviews. For those of you who don’t receive annual performance reviews, I highly suggest that you advocate for them. Even if your organization does not give out bonuses or raises, it is a good metric of all the hard work us ... more
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  • Magic
    Conditional Formatting your Exports in Excel
    Full disclosure: I am an Excel nerd.  That said, there are so many quick and easy tips and tricks for Excel that can take a list of meh to a list of YEAH ! One of those is to export your lists and apply conditional formatting to any field of interest. Say, for instance, you want to run a travel list of prospects to see if there is anyone worth contacting in a ... more
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    3 Wishes In A Nonprofit Technology Career
    When I think about tips, tricks, and timesavers – I think about wishes - what I wish I’d known, what I wish I’d remember more often, and what I wish I remember when my career is winding down. Wish #1: What I wish I’d known before getting into nonprofit technology Oh, without questions, in a big way, I wish someone had sat me down and told me how ESSENTIAL it is to ... more
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  • Office trashed
    Picking up the pieces: a view of change in the workplace
    When you come into a new job and it looks like someone murdered your position. more
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    Misc. Entries in A/P Invoices
    My biggest discovery in posting A/P invoices was the Miscellaneous Entries option under the GL Distribution tab. My predecessor never used this and I discovered that it is a great way to make adjusting entries to a vendor's account, using Papersave to record backup documentation. At my company, we have many subsidiaries whose invoices are paid from ... more
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    Blackbaud Grantmaking: HTML Coding Tips
    When developing application and reporting forms here are a few basic tips on formatting using hyper text mark-up language (HTML) coding. HTML is used to format web pages, so can be used in your online applications and reporting forms. more
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    Blackbaud Training
    For the past few years, we have subscribed to the Learn Everything training package. Not only has it given us a greater understanding of RE, it has also helped widen our knowledge of the fundraising sector. A great course that I took back in 2018 was ‘Process Improvement, Tips and Tricks’. Some of the time saving tips that were given during those three ... more
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    RE Saving Time With Favorites
    My favorite timesaver is to use Raiser’s Edge favorites. As a Data Analyst, I run many queries and reports at the end of every month.   How can I keep these organized? Add them as Favorites to my home page. Any query, export, or report can be added as a Favorite. Simply open the query, export, or report and select Favorites from the top menu, then Add to ... more
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  • Time Saver Header
    RE Event Module Time Savers
    Fenway Health hosts two fundraising galas every Spring and we use the Event Module in Raiser’s Edge to manage seating, special meals, and ticket payments. Each year I learn a new ‘trick’ to make things more efficient and wanted to share some of these in the hopes that it will help others.  Perhaps others have even better ways to do some of this, which would ... more
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  • lessons learned
    What I Wish I Knew....K-12 ON Implementation
    Our school is in the process of implementing K-12 ON, and in this process I've come across several "I wish I knew" scenarios.  I'd like to share one with you here that will hopefully help you "know" before you make the same mistake!    My Oops: We are currently going on a roadshow across our campus meeting with small groups of faculty and staff to introduce ... more
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  • Excel got you Bananas?
    IF Statements In Excel... And Other Cool Tricks
    IF you've ever wished Excel would do a little more for you, this may be what you're looking for. more
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    Mistakenly Courageous: Mitigating Mistakes at Work
    This month, Dr. Bren é  Brown debuted a Netflix special called  Bren é  Brown: A Call to Courage . Along with her previously successful  Ted talks  about vulnerability and shame, it seems the connected world is buzzing with these formerly taboo topics. This got me thinking about how vulnerability, courage, and shame might apply to my daily life as a ... more
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    Save time - take the shortcut!
    Here are a few tips, tricks and timesavers that I use in order to make my job a bit more fun. Batch shortcuts- Don’t forget that you can save a batch template to use over and over again. I have a batch template saved as, “Use this” so when I’m setting up a new batch, I go to the fields tab and click, “load from existing batch” and type * Use (the * is a wildcard which, ... more
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