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| Database Doctor: Keeping your database healthy |
| Speaker: Michelle Paget, Prince & Princess of Wales Hospice |
| Session Description: |
Just as check-ups are critical for the health and well-being of our children, pets and cars, regular tune-ups are critical for the integrity and performance of a database. Are you using The Raiser's Edge efficiently? Are there ways you can optimise the system? Learn what you and your IT staff can do to manage and maintain The Raiser's Edge database from Michelle Paget, Database Administrator for Prince & Princess of Wales Hospice
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| Maximising Data Entry Efficiency in The Raiser's Edge® |
| Speaker: Gordon Mitchell, Consultant - Blackbaud |
| Session Description: |
Have you ever mailed to a deceased constituent's widow and used the wrong salutation because you forgot to change it when her husband passed away? Maybe you spent the last six hours entering gifts into a batch only to discover that you used the wrong gift date in your defaults and now you're faced with editing 250 gifts before you can commit it. This session will present tips and techniques to address these issues and many more to help increase the effectiveness of your organization's use of The Raiser's Edge. After attending this session, you will receive a handout with many easy-to-implement suggestions so that when you get back to the office, you can get more accomplished in less time.
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| How we Manage our Can Collecting through The Raiser's Edge® |
| Speaker: Michelle Paget, Prince & Princess of Wales Hospice |
| Session Description: |
Join Michelle Paget as she shares her experiences from Prince & Princess of Wales Hospice around recording and managing their charity can collections through The Raiser's Edge.
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| Electronic Fund Transfer and The Raiser's Edge®: A Beginner's Guide |
| Speaker: Nikki Cameron, Consultant - Blackbaud |
| Session Description: |
A guide to processing credit card, standing order and other electronic payments. This session will take you through all aspects of the process from entering the pledge, requesting the payment and recording the money received. We will also cover all the security aspects required during this process.
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| Personalising The Raiser's Edge®! Using Custom Views, Home Page and Dashboards |
| Speaker: Graham Doherty, Consultant - Blackbaud |
| Session Description: |
No longer are you limited to a standard developer's layout, giving you a generic view of your constituent. Learn from this session how you can customise views, dashboards and your desktop that give you key metrics specific to each individual's unique needs.
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| Direct Debits – An Overview of The Direct Debit Process, in The Raiser's Edge® From Start To Finish |
| Speaker: John Anderson, Support Education Lead - Blackbaud |
| Session Description: |
In this day and age can any organisation afford not to have a Direct Debit scheme? Curious about how to process Direct Debits through Raiser’s Edge but unsure how to begin? This session will look at processing Direct Debits through The Raisers’ Edge from beginning to end – from BACS compliance, to processing transactions, to acknowledging the constituent’s donation. Using a mixture of presentation, industry statistics and practical examples of the process, this session will equip you to drive your organisation’s giving strategy forward. Can you afford to miss it?
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| Making the most of Actions in The Raiser's Edge®: Keeping track of your Prospects and Tasks |
| Speaker: Gordon Mitchell, Consultant - Blackbaud |
| Session Description: |
Do you need to schedule calls? Arrange follow up meetings? Set reminders for special dates? Flag reminders for others? Integrate your important dates with Outlook? All of these activities are possible by making full use of the Action process within The Raiser's Edge. Come along to this session and learn some new tricks to help make the most of Actions and make your tracking and prospect management easier.
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| Introduction to Importing – Importing External Data in The Raiser's Edge®: |
| Speaker: John Anderson, Support Education Lead - Blackbaud |
| Session Description: |
Do you have data that you have to move from an external source into The Raiser’s Edge? This session will look at the importing process for getting data into your Raiser's Edge database quickly, correctly and efficiently. Designed for beginners and those who have never used import and don’t know how to start, valuable tips and tricks will be shared on how to successfully prepare files for import outside of Raiser's Edge and bring that data into the system. By using practical examples and answers to the most common import questions, the speaker will prepare you with the importing skills required to get started as soon as you return to the office.
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| Advanced Mail Merging - Streamlining Mail Processing in The Raiser's Edge®: |
| Speaker: Jeff O'Toole, Solutions Engineer - Blackbaud |
| Session Description: |
Are you looking for advanced ways to streamline and improve your organization’s processes for mail merging? Spending too much time processing personalized letters manually? Capitalize on the power of both The Raiser's Edge and Microsoft® Word to create customised donor acknowledgement letters, membership renewals, action and prospect follow-up letters, honour/memorial acknowledgement letters, and more mailing functions. You will receive tips and tricks for selecting your data fields, extracting the information from the system successfully, and configuring your Microsoft® Word documents. You will leave this session with the tools necessary to create advanced mail merges immediately at your organization, saving you time and frustration!
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| How to Secure your Data in The Raiser's Edge®: |
| Speaker: Jean-Marc Rushton, Software Trainer - Blackbaud |
| Session Description: |
Do you have data in The Raiser's Edge that is not for public consumption? Do you retain sensitive data on celebrities, board members, donors and more? Do you have some staff who should only have limited access to the database? In this session you will learn how you can secure your data in The Raiser's Edge, a must if you answered yes to any of the questions above.
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Student Record Update:
A Simple Guide to Importing Student or Pupil Information |
| Speaker: Nikki Cameron, Consultant - Blackbaud |
| Session Description: |
It's the end of your school or university year. Your admissions office has just given you a file with details on all school leavers or graduates. Now what do you do? This session will introduce you to the concepts of importing names, addresses and educational histories. Importing data is an essential skill you should have, so if you don't know how to do it, please join us. Whilst this session is designed for the education sector, it is open to all and the principles discussed can be adapted to a wide range of import requirements.
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