Raiser's Edge® - Blackbaud Community

Addressee/Salutations - Copying the Table from the ...

5 28

Hi all, We recently discovered that the spouse only records have their own addressee/salutations fields. Our org ...

Rachel Kauer Category Data Entry 2d

Answered

2d

@Rachel Kauer - based on how Add/Sals are set up within RE, ‘copying’ is a bit tricky. Your best bet is to set the ...

Total Gifts Raised question

6 72

Hi, We are having a difficulty in simplifying our reporting. For example we have a donor who makes a gift through his ...

Mark Bezanson Category Mail/Reporting 6d

Open for Discussion

6d

Hi @Mark Bezanson , I had a similar case, and here's how I solved it using Power BI. I had two queries from RE: one for ...

Admin #4

6 48

Thank you to those of you who responded about adding a fourth admin. As expected, the current president does not ...

Dana Burton Category Administration/Configuration 6d

Open for Discussion

6d

@Dana Burton - I see three options -

Put these three into a Security Group called “Admin” where they have all the ...

Planned Giving Module - Data Entry/Post Status - RE ...

3 18

Hi all, I'm looking to hear from others who have this module and are integrated with financial edge, how do you ...

Rachel Kauer Category Optional Modules 7d

Answered

7d

@Rachel Kauer I would either mark it as “Do Not Post” or manually change it to “Posted” (that way the gift cannot be ...

Another admin in the mix?

6 78

My org recently hired a new company president. = new admin The previous president is semi retired and on the payroll ...

Dana Burton Category Administration/Configuration 8d

Answered

8d

@Dana Burton - You are not being overly paranoid. You have a valid concern, and I was concerned by the second line of ...

How to Code Funds for Regular Donations vs. Endowed ...

2 25

Hi Everyone, I'm working with a program that receives two separate sources of funding: regular donations that are ...

Julie Salzman Category Data Entry 9d

Open for Discussion

8d

@Julie Salzman
The simplest thing to do would be to use Fund Category. Your categories could be Endowment, ...

Power Automate - Ad Hocs

1 41

(From my Facebook posting) - Those who know me, know that I do not brag about things - BUT - this one is too cool NOT to ...

Wil Alveno Category Raiser's Edge® General Discussions 9d

Open for Discussion

8d

@Wil Alveno
Well done!

Data Health Tools - DeceasedRecordFinder - Yay or nay?

9 81

Hi all, I'm looking to hear from others what your experience with DeceasedRecordFinder in the Data Health Center ...

Rachel Kauer Category Administration/Configuration 13d

Answered

12d

Answer

Absolutely @Rachel Kauer . When I ran DRF, I based it off a query. We received the data back with a report. It was ...