When to Use Additional Addressee/Salutations
Addressees and salutations are used throughout The Raiser's Edge to determine how constituent names should be formatted. Primary addressee and primary salutations should display the way your constituents request to be addressed the majority of the time. Additional addressees and salutations add flexibility to format names differently, based on the task you are completing.
Let's say you're preparing invitations for a board meeting that is not open to spouses. Generally, the primary addressee and primary salutation include both members of a couple; therefore, they will not work for this mailing. You can add a new additional addressee (e.g., Board Addressee) to all board members and use it for the mailing. Here's how:
- Create
an addressee/salutation (BB26317) that contains only constituent
fields.
- Create a query of your board members.
- Add the new addressee globally in Administration (BB59918).
To learn more about using addressees and salutations in The Raiser's
Edge 7, review the Constituent Mailing Information chapter of the
Constituent
Data Entry Guide (PDF 5.50M).
To find this information in Knowledgebase, enter When to use additional addressee/salutations in The Raiser's Edge 7, select Raiser's Edge 7, and click Search. It's BB96322.
Querying on Cumulative Giving
With the end of 2007 approaching, you may be reviewing your constituents' cumulative
giving. Let's say you want to send holiday cards to donors who gave
gifts totaling £1,000 or more in 2007. By using the Total Amount
of Gifts field and specifying amounts and dates on the Edit Field
Criteria screen, you ensure your query groups the correct constituents.
Here's how:
- Create a new constituent query.
- Filter on Summary Information, Summary For Gift, Total Amount of Gifts.
- On the Edit Field Criteria screen's General tab, the operator is greater than
or equal to and the value is £1,000.
- Select the Edit Field Criteria screen's Filter tab.
- Add Gift Date equals Last calendar yr as criteria.
- Click OK.
Note: By default, the Total Amount of Gifts field includes
Cash, Pledge, MG Pledge, Stock/Property, Stock/Property (Sold),
Gift-in-Kind, Other, and Recurring Gift Pay-Cash gift types. Write
offs (Write Off) and matching gift write offs (MG Write Off) are
subtracted from totals. To summarise different gift types, filter
by Gift Type and select the types to include. For more information,
review What
are the default gift types and how to include other gift types when
querying on summary information? (BB66390).
To learn more about using addressees and salutations in The Raiser's Edge 7,
review the Work with Advanced Query Functions chapter of the Query
and Export Guide (PDF 2.90M).
To find this information in Knowledgebase, enter How to query on constituents' total giving within a date range, select Raiser's Edge 7, and click Search. It's BB339158.
From the Forums: Archiving Appeals In The
Raiser's Edge
Do you have a way of archiving past appeal codes? Pam Graham asked for feedback
on The Raiser's Edge 7 Forum. Join
the discussion.
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. Want
to know more? Review Forum
Help.
Where Would You Be if You Lost Your Database?
Planning ahead is the key to preventing data loss. We strongly recommend you ensure your data's safety by making database backups daily, testing the backups frequently, and storing the backups in off-site locations safe from fire, flood, and theft. If you need a push to get your plan in place, review the following articles on Microsoft's website:
Also 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.
Understanding the Readmes and Outstanding Issues List
To easily identify the "fixes" included in a new version or cumulative patch, review the appropriate readme file.
- The release readme lists issues resolved in the current version and patched in the previous version.
- The patch readme lists issues resolved in the current version's cumulative patch.
To review the issues we're currently evaluating, review the outstanding issues list. We update the outstanding issues list for each new version and each cumulative patch.
Wondering where to find these files? Each week, the Latest Product
Information section of The User's Edge includes links to the
release readme, patch readme, and outstanding issues list. To view
them on our website, select Downloads
from the Support menu.
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. |
|
The Raiser's Edge 7.82.1514 Cumulative Patch 7 Available for Download
Review the Patch
Readme and Outstanding
Issues List for more information. These are updated one business
day after the patch release. Download
and install cumulative patch 6, released 15 November, 2007. If you
are not using version 7.82.1514 (select Help, About The Raiser's
Edge from the menu bar to find your version), download
and install The Raiser's Edge 7.82.1514, released 29 August, 2007,
and RE:Anywhere, if your database includes this optional module.
Important Notes:
We have previously announced the following compatibility issues. Review
the referenced Knowledgebase solutions for details:
- The Raiser's Edge 7.81 revision 10 or higher (SQL) is compatible
with Microsoft Vista, including Vista Business, Ultimate, and
Enterprise 32-bit and 64-bit versions (BB263240).
- The Raiser's Edge 7.82 is compatible with Microsoft Office 2007
(BB315290).
- The Raiser's Edge 7.82 is compatible with SQL Server 2005 Service
Pack 2 (BB204458)
and SQL Server 2000 Enterprise or Standard Edition Service Pack
4 (BB96666).
Coming Soon - The Connector
Blackbaud Europe will soon offer for subscription The User's Edge's
sister publication for Blackbaud NetCommunity users, The Connector.
Just like The User's Edge, The Connector will include Quick Tips,
Latest News, Latest Product Information and Upcoming Events, although
on a monthly basis.
Watch this space for further information coming soon.
Preview the New Forums
We're excited to announce that we're getting closer to implementing
the new forums we've been telling you about for the past few months.
The new forums contain many new features that you have requested,
including:
- The ability to attach documents to posts
- Improved forum search capabilities
- Forum polls and voting systems
- A member points system based on posting activity and feedback
from other users
- Avatars associated with your forum profile
We hope you'll like them. We are looking for volunteers to preview
and test the new forums. If you are interested in participating,
please email websitesupport@blackbaud.com.
Thanks for your participation and your input.
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 |
13th Dec |
| Essentials Part II |
3 Days |
Glasgow |
17th Dec |
| Essentials of The Raiser's Edge 7 for Executives |
2 Days |
Glasgow |
21st Jan |
| Tools For The Power User |
3 Days |
Glasgow |
5th Dec |
| The Raiser's Edge Event Management |
1 Day |
Glasgow |
10th Dec |
| Volunteer Management |
0.5 Day |
Glasgow |
11th Dec |
| RE7 Reports |
1 Day |
Glasgow |
12th Dec |
| Crystal Reports |
1 Day |
Glasgow |
4th Dec |
| RE7 Refresher |
1 Day |
Glasgow |
3rd Dec |
| Gift Aid Management |
1 Day |
Glasgow |
30th Dec |
| Import |
1 Day |
Glasgow |
21st Dec |
|
Course Name |
Duration |
Location |
Start |
| Essentials Part I |
2 Days |
London |
5th Dec |
| Essentials Part II |
3 Days |
London |
12th Dec |
| Maintaining Your Raiser's Edge 7 Database |
2 Days |
London |
30th Nov |
| Essentials of The Raiser's Edge 7 for Executives |
2 Days |
London |
17th Dec |
| The Raiser's Edge Event Management |
1 Day |
London |
20th Dec |
| Managing Memberships |
0.5 Day |
London |
19th Dec |
| Volunteer Management |
0.5 Day |
London |
22nd Feb |
| RE7 Reports |
1 Day |
London |
6th Feb |
| RE7 Refresher |
1 Day |
London |
4th Dec |
| Gift Aid Management |
1 Day |
London |
26th Nov |
| Import |
1 Day |
London |
18th Dec |
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
Webinars
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.
Watch this space for announcements on forthcoming
webinars...
To view the list of previous webinars
, select Webinars
from the Events menu on our website. For more information, email
solutions@blackbaud.co.uk.
Your subscription is a benefit of your Blackbaud maintenance
program.
Modify your subscription to this and other publications by
visiting Manage Subscriptions

Blackbaud Europe | The Tower Building, 11 York
Road | London, SE1 7NX | +44 (0) 207 921 9600
|