All posts by David Zeidman

Gift Type IDs – A Reference

Intermediate, , ,

A while ago I wrote an article about filtering on gifts. I find myself regularly having to reference the knowledgebase link which itself links to an Access database file. Here is a snippet from that other article.

A word on the GiftTypes filter. Here you can filter on cash, pay-cash, pledge, etc. However this is not simply the text but rather an id that the type refers to. This too is not well documented. There is a link in the knowledgebase (http://www.blackbaud.com/esupport/es…r=0&id=BB17413) that gives this information or it can be derived by looking at the SQL or a query.
For example:

oFilter.GiftTypes.Add 1, "Cash" oFilter.GiftTypes.Add 2, "Pay-Cash"

I got somewhat tired of having to download that mdb file each time and some of the gift types stuck, many I forget. So here is the list (mainly for my own reference but for the benefit of anyone else who needs this list):

Gift Types ID Description
1 Cash
2 Pay-Cash
3 MG Pay-Cash
4 Covenant Payment
8 Pledge
9 Stock
10 Stock (Sold)
11 Pay-Stock
12 MG Pay-Stock
13 Pay-Stock (Sold)
14 MG Pay-Stock (Sold)
15 Gift In Kind
16 Pay-Gift In Kind
17 MG Pay-Gift In Kind
18 Other
19 Pay-Other
20 MG Pay-Other
21 Write Off
22 MG Write Off
24 Net Covenant
25 Gross Covenant
26 Deposited Convenant
27 MG Pledge
28 Adjustment
29 Covenant Write Off
30 Recurring Gift
31 Recurring Pay-Cash
32 GL Reversal
33 Amendment
34 Planned Gift

Using the Batch API with Notepads or Attributes

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I have started to use the Batch API in earnest now. I have said previously that it is a great long overdue piece of functionality but I am beginning to understand why it was never included earlier. As with much of the API the newly added Batch API is not well documented. A good example of how to use it was given and can be found on Blackbaud’s knowledgbase (BB418575) but it is somewhat limited. It does not explain for example how to add an attribute or a notepad to a gift batch. This was discussed on a Blackbus thread.  Adding the items to the batch header was quite straight forward but adding the actual values proved more difficult. Here I try to shed some light on the process.

Continue reading Using the Batch API with Notepads or Attributes →

Latest version of IDLookup

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Zeidman Development is pleased to announce the latest release of IDLookup. With this latest release (version 1.1.4) we bring you some exciting additions:

  • Use your search criteria against a spouse record.
  • Previously we introduced address equivalents (a match against “1 High Street” would also match “1 High St”, or “1 High St.”). In this latest release we allow you to customize the address equivalents list so that you can add new equivalents and change existing ones.
  • A user guide. (a long sought after addition)

If you have not checked out IDLookup for a while then there are many new features including:

  • Matching on the first few characters of fields
  • Making your search accent insensitive (e.g. côté matches against côte, coté and cote)
  • Matching on maiden name
  • Filtering the results on specific constituent codes or constituent attributes.

If you already own a full license of IDLookup then download this latest version now for free. Otherwise download a full working version of IDLookup (restricted to the sample database)

If you need any help installing IDLookup, wish to purchase it or have any feedback then please do not hesitate to contact us

David

The Full Address

Beginner, ,

I wanted to be able to get a constituent’s address from their record. Sounds simple enough. You just take the address block, the city, the state and zip. Although what happens if they are not in the States or Canada. When you change the country for example, to United Kingdom, the state field disappears and a county field appears in its place. Pulling the state field would just be a blank value.

Continue reading The Full Address →

Using the RE Controls – Part 1

Intermediate, , , , ,

There are a lot of controls that The Raiser’s Edge uses and that you can use in your code to give it a similar look and feel. This article is an introduction to using one of these controls – the SuperEdit70Ex. Like most of the API this is not documented. Indeed this really is not documented. There is no extra documentation other than by looking at the object browser.

  Continue reading Using the RE Controls – Part 1 →

Validating a Constituent Batch

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Previously I have integrated Quick Address from QAS with The Raiser’s Edge. I implemented their pro API in order to validate the address on saving the constituent/relationship/participant and on demand using the VBA macro button. I created a plugin to update addresses en masse using their batch API. I implemented their pro API to create a “silent” validation during import. The one thing that I didn’t do at the time was to validate addresses in a constituent batch. At the time this was not a requirement.

Continue reading Validating a Constituent Batch →