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The Raiser's Edge Enterprise

The Raiser's Edge Enterprise how-to documentation includes the help file in the program, the Raiser's Edge 7 for Beginners book, and the user guides. 

The Raiser's Edge 7 Help

Did you know the answers to your software questions are right at your fingertips? While working in the software, press F1 on your keyboard to open an extensive help file. Type keywords in the help file’s search field to find specific information about a process or function.

The Raiser's Edge Enterprise User Guides at a Glance:

Conversion, Installation, and Update

Conversion Planning Guide (PDF 723K) 19 February 2008
This guide helps you plan your conversion to The Raiser's Edge 7 and introduces you to critical components of the conversion process.

Conversion Guide (PDF 1.73M) 5 March 2008
This guide provides step-by-step instructions for upgrading from previous versions of The Raiser's Edge. It also includes steps you can take prior to the conversion to help you convert smoothly and recommendations for cleaning up your database and spot checking records after the conversion.

Quick Tips for Installing the Raiser's Edge 7.91 (PDF 66K) 26 May 2009
The Quick Tips sheet gives you a brief overview of what you need and what to expect while installing The Raiser's Edge. This tip sheet is not meant to replace the detailed information found in the Installation Guide.

Installation Guide (PDF 1.38M) 12 November 2009
This guide details how to install The Raiser’s Edge 7 on your computer or network. This book contains pre-installation considerations, installation instructions, and troubleshooting information.

7.94 New Features Guide (PDF 670KB) 20 February 2015
This guide includes detailed information about new features in The Raiser's Edge 7.94.

7.93 Update Guide (PDF 2.9M) 1 October 2013
This guide includes detailed information about updating network systems and standalone workstations to The Raiser's Edge 7.93. It also includes information about new features.

7.8 Update Guide (PDF 1.75M) 1 December 2005
If you are upgrading from version 7.71 or before, it is very important that you read this guide first, before proceeding with the upgrade. This guide contains steps that should be followed to ensure Gift Aid changes implemented in version 7.80 are correctly applied.

Oracle Installation & Administrator’s Guide (PDF 1.12M) 26 September 2008
This guide provides step-by-step instructions to install the Oracle version of The Raiser's Edge 7. It also includes information about working in the Blackbaud Management Console and maintaining your database.

RE:Anywhere for Remote Access Installation Guide (PDF 862K) 5 March 2008
This guide contains instructions for installing the Web-based version of The Raiser's Edge. It also contains pre-installation considerations, installation instructions, and security and troubleshooting information.

Web Services & Installation Setup Guide (PDF 110K) 19 June 2008
This guide includes detailed instructions on how to install and set up Web services, such as Blackbaud Gift Aid, in The Raiser’s Edge.

Creating The First Raiser's Edge Instance in Oracle Instruction Sheet (PDF 240K) 12 December 2006
These instructions cover the process of creating an instance of The Raiser's Edge 7.81 within your Oracle database. This is helpful if you are using The Raiser's Edge Oracle for the first time.

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Getting Started

Which Guide Should I Read? (PDF 122K) 12 February 2008
Many user guides accompany The Raiser’s Edge. This guide helps you decide which user guides to read, based on your job requirements, necessary tasks, and areas of The Raiser’s Edge used most often.

Payment Application Data Security Standards Implementation Guide (PDF 168K) 19 June 2009
This guide includes information about how to use The Raiser's Edge to help secure your constituents' credit card information in compliance with Payment Card Industry Data Security Standards (PCI DSS). It also provides information about steps your organisation can take, in addition to using The Raiser's Edge, to comply with PCI DSS.

Program Basics Guide (PDF 2.62M) 19 February 2008
This guide includes information on basic navigation and procedures, and how to set individual user options. Information is also provided to assist you in setting up a policies and procedures manual for your organisation, which can help maintain the consistency of your data.

Database Administration Guide (PDF 2.64M) 30 January 2008
This guide contains information on how to set up and maintain your database using the utilities available in the Blackbaud Management Console.

Keyboard Shortcuts (PDF 24K) 25 July 2007
This document lists keyboard shortcuts you can use to accomplish common tasks and navigate within the software. 

Getting Started With Query (PDF 565K) 1 June 2011
Check out this quick tutorial to get started with Query in The Raiser's Edge!

Regular Supporters Implementation Guide (PDF 3.05M) 9 October 2008
This guide shows how to manage aspects of your regular supporter programmes. It directs you to tools you need to maintain recurring gifts, accept donations electronically, keep donors committed, attract new donors, increase numbers and donation amounts, and communicate effectively to donors about where their money is going. You also learn about reports that analyse how your programmes are doing, how many donors you have lost, how many have upgraded their donations, and who you should target next. It also talks about Gift Aid.

The Raiser's Edge & Microsoft Office Integration Guide (PDF 3.52M) 11 April 2011
This guide contains information on integrating The Raiser's Edge with Microsoft Outlook, Word, and Pivot Tables. With these features, you can simplify mail merges using Word, and create versatile Pivot Reports. You can also synchronise Raiser's Edge records with Outlook contacts, appointments, and tasks.

VBA Essentials Guide (PDF 1.38M) 3 March 2008
This guide provides detailed instructions on how to use VBA to customise The Raiser's Edge 7 for your organisation's policies and procedures. Using VBA, a program developer can develop custom business rules, design custom screens, create Web site interfaces, and much more.

API Essentials Guide (PDF 1.29M) 28 February 2008
This guide provides detailed instructions on how to use API to customise programs that integrate with your Raiser's Edge database.

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Records

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.

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Gift Entry

Gift Records Guide (PDF 5.07M) 12 May 2008
This guide contains information and explanations for all procedures related to adding, editing, and deleting gift records. For example, you can learn how to reschedule a pledge and add a matching gift record. In addition, you can also learn about posting to nominal ledger and globally writing off pledges in this guide.

Electronic Funds Transfer (EFT) Guide (PDF 1.55M) 11 November 2009
This guide provides instructions for automatically generating and processing direct debit and credit card transactions using an electronic funds transfer. Electronic funds transfer is a general banking system by which transactions, such as deposits or bill payments, are made electronically from a donor's bank account or credit card to your bank account.

Event Gifts Guide (PDF 696K) 9 October 2008
This guide contains information and explanations for all procedures related to adding and editing event gift records. For example, you can learn how to link a gift record to an event as an other donation and learn how to pay an existing sponsoring pledge from a gift batch. Use this guide if you use Event Management.

Legacies Guide (PDF 960K) 23 June 2010
This guide contains information on using Legacies to track legacy giving in The Raiser's Edge.

Membership Gifts Guide (PDF 1.11M) 19 February 2008
This guide contains information and explanations for all procedures related to adding and editing membership gift records. For example, you can learn how to apply a pledge payment toward an existing membership and learn how to apply a Recurring Gift transaction to an existing membership. Use this guide if you use Membership Management.

Paperless Direct Debit Guide (PDF 548K) 19 February 2008
This guide contains information about processing paperless direct debits in The Raiser's Edge. This guide shows you basic gift entry in Records for instruction records, how to send the advance notice letter in Mail, and how to automatically generate instruction records, enter rejection codes, and automatically update the instruction information for gift records in Batch.

Proposal Gifts Guide (PDF 285K) 12 March 2008
This guide contains information and explanations for all procedures related to adding and editing proposal gift records. For example, you can learn how to link a gift to a proposal record for another constituent and you can learn how to break the link between a gift record and a proposal. Use this guide if you use Prospect Research Management

Tribute Gifts Guide (PDF 312K) 12 March 2008
This guide contains information and explanations for all procedures related to adding and editing tribute gift records. For example, you can learn how to add a tribute gift in a gift batch and edit tribute information entered on a gift record. Use this guide if you use Honour Memorial Tracking.

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Query & Export

Query & Export Guide (PDF 3.64M) 27 April 2009
This guide contains information on extracting information from The Raiser's Edge and exporting data to other software programmes.

Reports

Reports Guide (PDF 5.14M) 2 April 2010
This guide includes detailed descriptions of each report, procedures for running reports, detailed explanations of parameter tabs and each item on the tabs, and tutorials.

Sample Reports Guide (PDF 1.66M) 31 March 2008
This guide includes descriptions of each report along with a sample of each and the parameter tab settings used to generate that report.

Summaries Guide (PDF 2.3M) 9 April 2008
This guide provides instructions for creating summaries to track the performance of your organisation's canvassers, campaigns, funds, and appeals and to view a constituent's giving history.

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Mail

Mail Guide (PDF 3.93M) 1 October 2010
This guide explains how to use each tab on all mail tasks in Mail to produce effective mailings, such as receipts, reminders, appeal cards, acknowledgement letters, labels, envelopes, and even Rolodex cards and name tags. You can learn how to create and send mailings, filter records to include, select addresses, and use address attributes. It also explains how to use PostalSaver to reduce costs by appropriately sorting your mailings.

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Batch

Batch Guide (PDF 4.22M) 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.

Administration

Configuration & Security Guide (PDF 2.99M) 17 March 2011
The Configuration chapter of this guide contains complete information on setting up tables, addressee/salutations, business rules, and the other features in Configuration. The Security chapter provides comprehensive information about such things as the different types of security, establishing security groups and users, and assigning and changing passwords.

Import Guide (PDF 3.39M) 1 November 2010
The Import Guide provides how-to instructions for importing data into The Raiser's Edge from various sources including other fundraising software. This book can be helpful to anyone who uses the program, but it is ideally suited for the user who is familiar with The Raiser's Edge.

Global Add, Delete, & Change Guide (PDF 2.43M) 11 November 2009
This guide contains detailed information about performing global functions in The Raiser's Edge.  

Queue for Task Scheduling Guide (PDF 4.2M) 31 March 2008
This guide helps you set up a series of tasks to run automatically and unattended. It explains each module you can use in a queue - Admin, Batch, Mail, Export, Query, and Reports - and the different procedures you can run.

Data Enrichment Services Guide (PDF 1.91M) 31 March 2008
This guide covers the services located under this link on the Administration page. See the Address Validation chapter for information about updating and certifying addresses in your database.

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Configuration

Configuration & Security Guide (PDF 2.99M) 17 March 2011
The Configuration chapter of this guide contains complete information on setting up tables, addressee/salutations, business rules, and the other features in Configuration. The Security chapter provides comprehensive information about such things as the different types of security, establishing security groups and users, and assigning and changing passwords.

Custom View Guide (PDF 1.77M) 29 February 2008
This guide provides detailed information about creating custom views of constituent records in your database. By creating these customised screens, you can select and view only what is important to your organisation. Using Custom View, you can easily select and organise only the fields you want to appear for a constituent record.

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Membership Scanning

Membership Scanning Guide (PDF 1.7M) 19 February 2008
This guide provides detailed instructions about scanning barcodes to retrieve membership information from your Raiser's Edge database. You can also change membership status, such as upgrade or renew memberships, in Membership Scanning.

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NetSolutions

NetSolutions Guide (PDF 7.16M) 10 May 2011
This guide provides detailed instructions on how to set up and use this powerful tool to capture donations, and manage events and appeals via the Internet.

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Dashboard

Dashboard Guide (PDF 2.33M) 29 November 2010
This guide contains in-depth instructions on how to take a snapshot of your fundraising success at any given time. Dashboard is ideal for Development Directors, executives, or any user who needs to quickly access data. Because Dashboard does not require a complete working knowledge of The Raiser's Edge, it is convenient for infrequent users.

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Tutorials

Creating Custom Crystal XI Reports Tutorial (PDF 2.82M) 19 February 2008
This tutorial takes you step-by-step through the basics of planning and creating a custom Crystal report. It also walks you through the steps of creating two of the most common custom reports: a phone list and a gift detail report.

Creating Custom Crystal 8.5 Reports Tutorial (PDF 0.98 M) 9 September 2005
This tutorial covers the basics of creating a custom report in Crystal 8.5 using The Raiser's Edge 7.80. For information about creating reports in Crystal XI with the most recent version of The Raiser's Edge, see the Creating Custom Crystal XI Reports Tutorial.

Import Tutorial Guide (PDF 2.08M) 31 March 2008
This tutorial shows you how to create a gift and constituent import file in The Raiser's Edge, change files in a Microsoft Excel spreadsheet, and import the updated data back into The Raiser's Edge 7. You also learn how to create an import file in Excel and then import the Excel data into The Raiser's Edge.

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Serving the non-profit, charitable giving, and education communities for more than 35 years, Blackbaud (NASDAQ:BLKB) combines technology solutions and expertise to help organisations achieve their missions. Blackbaud works in over 60 countries to support more than 35,000 customers, including non-profits, schools and higher education institutions, healthcare organisations, foundations, and other charitable giving entities, and corporations.

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