Database Standards Guide

Amanda Roffey
Amanda Roffey
Second Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi - Does anyone have samples of a Raiser's Edge Standards Guide or Policy and Procedure that you have developed for your organization that highlights the approved abbreviations used for addresses (e.g Street vs St., Avenue vs. Ave, etc.), how you format telephone numbers (e.g with brackets or without, with dashes or without), examples of what goes under attributes vs. relationships, how you are listing post-secondary institutions (eg. official University name vs. common name), etc.
Would love to see some examples. Feel free to email me directly at roffey.amanda@trafalgarcastle.ca

Thanks

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge 2025 bbcon Attendee Badge

    @Amanda Roffey for postal addresses we us USPS formats.

    Phone procedure:
    Phone number, IMO, with some type of punctuation is easier to read than 10 or 11 digits in a row. Just set your format in Configuration > Tables > Phone Types. Numbers should auto format when you enter them. We use ( ) -

  • Dana Burton
    Dana Burton
    Kudos 5 Third Anniversary Name Dropper Participant

    @Amanda Roffey, I started a post some time back where I share a link to Policy and Procedures I have created (as a guideline for you to create your own.) I add to it as more are made.


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