Alumni Data Entry Guide (PDF 492K) 12 March 2008
This guide contains information about Alumni Tracking. This module is designed for educational organisations to help contact, solicit, and better manage alumni. Through this you can track your alumni and their educational status.
Batch Guide (PDF 4.23M) 3 October 2008
This guide contains information about adding and committing constituents, gifts, and if you use Volunteer Management, time sheets to your database. Batch is an alternative method to adding constituents, gifts, and time sheets to your database. With Batch, you can enter and update information on constituent and gift records quickly because you do not need to open each individual gift or constituent record to add or update information.
Batch Quick Reference (PDF 32K) 25 July 2007
This document lists function keys, general shortcut keys, and Batch shortcut keys that will assist you in entering information in Batch quickly and efficiently.
Campaigns, Funds, & Appeals Data Entry Guide (PDF 1.65M) 19 June 2008
This guide shows how to set up these records and how they interact with each other. You can create campaigns to establish your overall objectives for raising money, funds to show the specific purposes for the money you raise, and appeals as the promotions and solicitations that bring in gifts. Additionally, you can assign canvassers to campaigns and funds, and establish packages to further analyse your expenditures on appeals.
Constituent Data Entry Guide (PDF 5.37M) 3 October 2008
This guide teaches you how to properly set up constituent records in your database. You learn how to manage biographical information, addresses, addressees and salutations, relationship information, attributes, notes, media items, and appeals. You learn how to create a letter, set up a relationship tree, add a constituent annotation, merge constituent records, and convert an individual record to an organisation record and vice versa. You also learn how to properly set up action records, assign canvassers, and set up canvasser teams.
Event Management Data Entry Guide (PDF 5.32M) 12 May 2009
This guide helps you manage all aspects of your organisation's events. You learn how to set up an event record, which encompasses the General, Prices, Expenses, Jobs, Actions, Attributes, Media, and Notes tabs of the event record. You also learn how to add participants to an event by using the Participants tab of the same event record.
Mapping Guide (PDF 516K) 29 May 2009
This guide provides instructions for Mapping, which integrates with Microsoft MapPoint and enables you to find where your constituents are geographically.
Membership Data Entry Guide (PDF 1.67M) 6 March 2008
This guide includes detailed procedures on how to add, edit, and delete membership records. For example, you can learn how to add a gift of membership and rejoin a membership. Use this guide if you use Membership Management.
Prospect Data Entry Guide (PDF 1.1M) 31 March 2008
This guide is used with Prospect Research Management. The guide includes detailed instructions about managing all types of prospect information - tracking gifts made by prospective donors to other organisations; financial information, such as sources of wealth, annual income, and real estate holdings of prospective donors; and how your organisation can create proposals, documenting amounts solicited, amounts funded, and ratings data.
Tribute Data Entry Guide (PDF 340K) 12 March 2008
This guide helps you use Honour/Memorial Tracking to effectively manage your honour/memorial records. It provides instructions to add and edit tributes and view gifts given to a tribute.
Volunteers & Jobs Data Entry Guide (PDF 1.51M) 19 February 2008
This guide teaches you how to track all aspects of your volunteers. You learn how to track volunteer information on the Volunteer tab of a constituent record. Information includes volunteer types and statuses, emergency contact information, volunteer qualifications, medical information, special needs and availability, checklists of tasks a volunteer must complete before starting a job, award information, and how to assign volunteers to job records in your database. You also learn how to set up job records in your database.
The Raiser's Edge and Blackbaud NetCommunity Integration Guide (PDF 514K) 11 November 2009
This guide provides information about integrating Blackbaud NetCommunity with The Raiser's Edge. It includes detailed information about the data downloaded from Blackbaud NetCommunity and where this data appears in The Raiser's Edge.