The User's Edge,13 February, 2007
The User's Edge
13 February, 2007

In This Issue:



Latest Product Information

New The Raiser's Edge 7.81.1334 Released
As previously announced, The Raiser's Edge 7.81.1334 (SQL Server) and The Raiser's Edge Enterprise version 7.81.1334 (SQL Server and Oracle) was released 7 January 2007. In The Raiser's Edge 7.81, you can:
  • Mask credit card, National Insurance Number, bank account numbers using new personal information security options.
  • Create custom reports using Crystal XI.
  • Register a participant for multiple events at once.
  • Copy event records to create new events.
  • Claim Gift Aid on split gifts.
  • Perform silent installations.
  • Add multiple overlapping Gift Aid declarations.
For a complete list of new features, review the 7.81 Update Guide (PDF 2.99M).

The Raiser's Edge 7.8 is available to all Raiser's Edge 7 organizations with maintenance. You can download the update from our Web site. To request an update CD, create a case on Case Central. Before updating, review the system recommendations and The Raiser's Edge 7.81 Installation Quick Tips (PDF 224K).

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Download The Raiser's Edge 7.81.1334 Cumulative Patch 6 Available for Download

If processing Direct Debits through Raiser's Edge 7.81.1334, the please install this patch before processing.

  • Download and install cumulative patch 6, released 13 February, 2007.
If you are not using version 7.81.1334 (select Help, About The Raiser's Edge from the menu bar to find your version), download and install The Raiser's Edge 7.81.1334, released February 5, 2007.

Important Notes:
We have previously announced the following compatibility issues. Review the referenced Knowledgebase solutions for details:
  • Blackbaud products have not been confirmed compatible with Microsoft Vista (BB263240).
  • The Raiser's Edge 7.81 is compatible with SQL Server 2005 Service Pack 1 (BB204458).
  • SQL Server 2000 Enterprise or Standard Edition Service Pack 3 or 3a are not compatible with The Raiser's Edge 7.81 (BB96666).

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Quick Tips

New in 7.81: Set up Personal Security Rights
After updating to version 7.81, you must set personal information security options for each security group. These settings determine the rights group members have to view and edit personal information such as National InsuranceNumbers, credit card numbers, and bank account and insurance policy information. Here's how:
  1. In Administration, select Security.
  2. Open the appropriate security group.
  3. In the Group Privileges frame, mark Personal Information Security.
  4. Click Options.
  5. On the Security Options screen, mark the appropriate checkboxes:
    • Personal Information Data Entry: A user can add, edit, or delete personal information but cannot view it after saving it or outputting it (e.g., in a report or export).
    • Personal Information Output: A user can output personal information but cannot add, remove, change, or view it on records or in Batch.
    • Personal Information View: A user can view personal information on records and in Batch but cannot add, remove, change, or output the information.
    • Credit Card Report: This option allows credit card numbers to be printed on the Credit Card Report in Batch. If the option is not marked, the credit card numbers are masked.

Security Options

  1. Click OK and save and close the security group.

For more information, review What is Blackbaud's recommendation for personal information best practices? (BB300104).

You can find this information in Knowledgebase (BB307010) when searching by What is Personal Information in Security and how to set up these rights?

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Improve Search Results with Wildcards
Wildcards are special characters you can use to search for records and to identify records in queries.
  • Use the question mark to replace a single character in the name of the record. For example, to look for constituents named either Smyth or Smith, search using Sm?th.
  • Use the asterisk to replace a series of characters. For example, to find anyone with a name ending in son, type *son.
  • Use brackets to query on a range of characters or to locate several characters. For example, use the criteria Last Name Begins with [A-C] to locate all records with a last name beginning with A, B, or C. When using the brackets with a comma between characters, you are searching for records with only the values listed. For example, the criteria Last Name Begins with [A,F,G] selects all records with a last name beginning with an A, F, or G.

You can find this information in Knowledgebase (BB44191) when searching by How to use wildcards.

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What would you like to see in The User's Edge? Send us your article ideas by emailing usersedge@blackbaud.com.

Blackbaud Forums: Share your ideas

Have a question for your peers? Post it on the Forums. You can read the answers online, or if you prefer to receive postings via email, just mark a checkbox in your forum preferences.

Specific Blackbaud Europe forum for Blackbaud Europe clients.

Want to know more? Review Forum Help.

Forums

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Be Prepared: Define Your Disaster Recovery Plan
Natural disasters, power outages, and hardware and network failures can lead to unrecoverable data loss. Is your organisation prepared?

Please take the time today to define your organisation's disaster recovery procedures, which must include plans to back up important files daily, test the backups regularly, store them in a secure, off-site location, and take a copy with you if you evacuate. For instructions, review How to back up the database (BB52243) and What are the recommended backup procedures? (BB291), which includes several data loss stories clients have shared.

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Flexible Reporting
The Raiser's Edge includes standard reports to help you get the most from your data. Each report has multiple tabs, allowing you to define the report criteria and format.

Need a report with specific data or a unique look? You can use Crystal Reports to create custom reports. Review Crystal FAQs for tips on getting started, formulas, and report examples.

Need assistance creating custom reports? Our Report Writing Services team can design a custom report template and provide the file to run the report as often as you need it.

Sample custom reports for The Raiser’s Edge include:
  • Custom Gift Summary Report
  • Custom Pledge Reports
  • Custom Prospect Reports
  • Donor List
  • End of Year Pledge Schedule Report
  • Moves Management Report
  • Volunteer List

Contact your account manager at solutions@blackbaud.co.uk or 0845 658 8590 for more information, including a free, no obligation estimate.

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Got Questions? We've Got Answers Printer-friendly version (PDF 109K)
Visit our Web site at www.blackbaud.co.uk:
  • Select Knowledgebase from the Support menu to find answers to how-to questions and resolutions for error messages.
  • Select FAQs from the Support menu to find answers to the most common questions.
  • Select Forums from the Support menu to discuss best practices with your peers and review Client Documents they've shared.

Are you a new user? Review Welcome to Blackbaud.

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Latest Product Information

Microsoft Vista and The Raiser’s Edge 7
The Raiser's Edge 7 has undergone extensive testing with Microsoft Vista throughout its beta and release process. We have identified some compatibility issues with the release version of Microsoft Vista and are making changes to address them. We will complete further testing to ensure product compatibility. At this time we anticipate being compatible by the end of February. Do not install Microsoft Vista until compatibility has been confirmed.

We will update the system recommendations and Knowledgebase solution BB263240 when compatibility is confirmed.

For more information on how we test operating systems, review Knowledgebase solution BB59871.

Always refer to your product's system recommendations before purchasing new hardware and installing or upgrading third-party software.

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Upcoming Events

Training Courses

Classroom Training Dates for 2007

Our London and Glasgow training centres are fitted with state-of-the-art computer projection equipment so everyone can view the step-by-step demonstrations of software features. Each individual benefits from their own computer workstations for hands-on training.

At Classroom Training, you are removed from the day-to-day distractions and interruptions common in most office settings. Here, you can focus all of your energy on learning.

Classroom Training provides you the opportunity to exchange ideas with other software users. You will learn alongside your peers who are facing the same challenges you are. Hearing how others are using their Blackbaud products, or planning to use them, is a valuable benefit of the learning process. Just listening to questions being asked by fellow users pays immense dividends.

If you would like some more details on the training courses, please e-mail Solutions@blackbaud.co.uk.

Spaces on the following courses in our London and Glasgow training venues are available now.

 

Course Name

 

Duration

 

Location

 

Start

Essentials Part I 2 Days Glasgow 1st March
Essentials Part II 3 Days Glasgow 5th March
Essentials of The Raiser's Edge 7 for Executives 2 Days Glasgow 12th March
Tools For The Power User 3 Days Glasgow 10th April
The Raiser's Edge Event Management 1 Day Glasgow 23rd February
Volunteer Management 0.5 Day Glasgow 15th February
RE7 Reports 1 Day Glasgow 22nd February
Crystal Reports 1 Day Glasgow 21st February
RE7 Refresher 1 Day Glasgow 19th March
Gift Aid Management 1 Day Glasgow 20th March
Import 1 Day Glasgow 26th March

 

Course Name

 

Duration

 

Location

 

Start

Essentials Part I 2 Days London 27th February
Essentials Part II 3 Days London 7th March
Maintaining Your Raiser's Edge 7 Database 2 Days London

12th March

Essentials of The Raiser's Edge 7 for Executives 2 Days London 4th April
The Raiser's Edge Event Management 1 Day London 15th February
Managing Memberships 0.5 Day London 26th February
Volunteer Management 0.5 Day London 26th February
RE7 Reports 1 Day London 15th March
RE7 Refresher 1 Day London 5th April
Gift Aid Management 1 Day London 2nd March
Import 1 Day London 16th February

 


For further information on courses for The Raiser's Edge Version 6, please contact your account manager or email solutions@blackbaud.co.uk. Also check http://training.blackbaud.co.uk

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Web Seminars
We offer a variety of one-hour Web seminars for you to learn more about specific topics. There is no cost to attend; simply register online.
Event Management for Fundraisers— 14 February, 2007 at 10:30 a.m.
Learn how Events can ease the administration of planning or hosting an event

To view the list of available seminars, select Web Seminars from the Events section of our Web site. For more information, email solutions@blackbaud.co.uk.

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Subscription

 

Your subscription is a benefit of your Blackbaud maintenance program.

Modify your subscription to this and other publications by visiting Manage Subscriptions

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