All posts by David Zeidman

IDLookup Search

I am really excited to release this new version of IDLookup which contains a major new component: IDLookup Search. This allows users to bring the power of IDLookup into day-to-day searching, with a large variety of search fields for looking up constituents on the fly (including those organisations who have yet to upgrade to RE7.92). It also lets you have complete control over your search results using IDLookup’s powerful criteria sets so you can decide how tight your search should be and tweak results based on your business rules.

We think that the new search functionality in 7.92 is really good. We also know that there are some people who have complained that they are not able to control exactly how records are searched. Also there are a load of organizations that, for whatever reason, are unable to upgrade currently to 7.92. This solution gives them the power of IDLookup but for day to day searches.

Check out the screencast for a better overview of how it works.

Release of Biographica – Integrating The Raiser’s Edge and GMail

We are really excited to release Biographica. This application integrates The RAiser’s Edge with Gmail (or Google Apps). This means that from within your Gmail inbox you can see details of a supporter as their email arrives. At the current time we show the biographical details (name, address, email and phone), constituent code, solicitor/canvasser, a gift summary and recently attended events. We only show this information if it is available for the constituent (so we don’t leave a lot of blank headers and take up a lot of space). Check out the product and view the screencast on our Zeidman Development site: http://www.zeidman.info/Integration/biographica.php

Continue reading Release of Biographica – Integrating The Raiser’s Edge and GMail

Testing GoRaise Mobile for The Raiser’s Edge

I have been in the fortunate position to have been testing a new application for The Raiser’s Edge. GoRaise Mobile is a mobile interface to The Raiser’s Edge by Electric Plum. I have had a lot of contact with Shaun Sullivan, Electric Plum’s CEO in the past when he was CTO of Blackbaud. Those of you who have heard him speak at Blackbaud conferences will know that he is passionate about technology and is a real inspiration. Electric Plum’s, soon to be released product really shines and it is clear that this is a gap in the market ready to be filled.

Continue reading Testing GoRaise Mobile for The Raiser’s Edge

Documenting VB.NET and C# Code

If you are using VB6 then you are possibly somewhat limited as to the way you can document your code and then have it published automatically. (I say that from complete ignorance and somebody is very welcome to show me otherwise). However in VB.NET and C# there is the built in XML documentation. In both languages you simply place the cursor the line above the field, property, method or class that you wish to document. In VB.NET you type: Continue reading Documenting VB.NET and C# Code

Introducing RETweet Professional for The Raiser’s Edge

At the end of last year we released RETweet for all our newsletter subscribers (sign up to receive future offers and news). It was a great success allowing you to see your constituents’ Twitter feed directly from within The Raiser’s Edge. Now, with the release of RETweet Professional, you can search for any keyword, user or hashtag just as you would in Twitter. RETweet Professional brings you all the features of RETweet but also allows you to find out who is talking about your organisation and your mission. From the feed, RETweet Professional will look up the constituents using a fuzzy search [1], allow you create you own constituent if it cannot find it or you can search in RE using the regular search screen. The application gives you the option of connecting a Twitter user to a constituent and once you have done that you can save their tweet as a notepad. You can also set up a “love” attribute for use within RETWeet Professional. You can assign a value directly from the application and it will save onto the constiteunt record without you having to open it up.

Track the conversation that people are having about your organisation directly from within The Raiser’s Edge. Social media has been brought one step closer to your organisation.

Download RETweet Professional Demo (includes RETweet)

 

[1] On a technical note we are forced to do a fuzzy search as the only two identifying fields that we retrieve from Twitter are full name and location. We split up both of these fields into first and last name and city, state and country. For the location we attempt to see if the values we have assumed are in the code tables. If they are we know that we have assigned the values correctly. If they do not appear in the code tables then we do not assign the values on creating a constituent. When searching we give each term a weighting. Only constituents that match the last name or the first five characters of the organization name will ever appear in the fuzzy search results. After that each of the other terms’ weighting are added up to determine which results appear in the match. City and the full first name (as opposed to the person’s initial) are given a higher weighting so matches based on those values will appear more prominently.

MailChimp Offers Non-Profit guides – Works well with Chimpegration

At Zeidman Development we are big fans of MailChimp. We use it ourselves to send out our newsletters and we have integrated it with The Raiser’s Edge in the form of Chimpegration. MailChimp have now hired somebody to help non-profits make better use of MailChimp. Their latest blog post explains how to use merge variables in MailChimp.

Users of The Raiser’s Edge should be used to using merge variables given the built in tools that link RE to Word. The article explains how you use the corresponding functionality in MailChimp. What is really good is that if you set up merge variables in MailChimp you can easily link those variable to query output in Chimpegration. In the free version you are able to export your data to MailChimp and in the Pro version you can synchronize the data sets. That means you can use MailChimp merge variables as an online data source. If you tie it into your website, users can log in, update their merge variables themselves and all that is fed back into The Raiser’s Edge on synchronization. Sophisticated, flexible integration in one product.

For more information about Chimpegration take a look at our site: http://www.zeidman.info/downloads/chimpegration.php

Zeidman Development Customization Directory Update

Following Blackbaud’s site update (and possible before that) we noticed all the links to Blackbaud customizations in their knowledgebase broke. We are pleased to let you  know that these have now been fixed. If you spot any errors or omissions from the customization directory then please feel free to contact us and we hope to rectify the error.

You can check out our customization directory on Zeidman.info. While you are there if you have used a customization then tell others about your experience.

 

Raiser’s Edge Integration with REST webservice

I have been working on a new version of RETweet which will be released soon. In that version we are allowing users to create constituents from Twitter users. The amount of information that you get from Twitter about the Tweet and the person that tweeted is very limited. The real name of the Twitter user – and it is not always a real name – is given in one field so it could include the first and last name (this is the most common where it is not a Tweeting business).  To make this more useful the application reaches out to a webservice to determine the gender of the person.

The webservice takes the first name and returns gender information and which countries the name appears in. The web service is biased towards European and Western first names but does claim to cover some countries in Asia too.

This could also easily be integrated as a VBA solution so that when you save and close a constituent record, if the gender is unknown the VBA code reaches out to the webservice and populates the code. Here is some sample code that shows you how this is done. This is done using .NET as it is considerably easier to achieve than in the native VBA environment. It would, however, be easy to make a call to a COM visible assembly from the native VBA client to call this method.

 

' Determines the gender of the person by looking up useing Thomas Bayer's webservice.
Private Sub SetGender(firstName As String, constit as CRecord) 

   Dim xdoc As XDocument
   Try
      'Here we retrieve the XML document from the REST web service
      xdoc = sendXML("http://www.thomas-bayer.com/restnames/name.groovy?name=" & firstName)

      Dim result = xdoc.<restnames>

      'if there is an error then the gender cannot be found
      If result.Descendants("error").Count > 0 Then
         Return
      End If

      'This is not an ideal check as a name can be both male and female
      'but for simplicity we assume this is not the case
      If resultresult.<nameinfo>.<male>.FirstOrDefault.Value.ToLower = "true" Then
         constit.Fields(ERECORDSFields.RECORDS_fld_GENDER) = "male"
      Else
         constit.Fields(ERECORDSFields.RECORDS_fld_GENDER) = "female"
      End If
      Catch
         'If there is an error due to the web service we catch it here and don't bother the end user.
      End Try

End Sub

Private Function sendXML(ByVal uri As String) As XDocument

   Dim request As HttpWebRequest
   Dim response As HttpWebResponse
   Dim reader As XmlReader

   request = HttpWebRequest.Create(uri)
   response = request.GetResponse()

   reader = XmlReader.Create(response.GetResponseStream())
   Return XDocument.Load(reader)

End Function

 

Look out for our new version of RETweet. It will include this and a lot of other new features!

Top Blackbaud plug-ins and customizations visited for 2011

Its been a while since I did one of these postings. Here are the top 15 customizations visited in the Zeidman.info customization directory.

I realise that this is not very scientific (There is a definite bias towards those on the front page! – Maybe I should randomise the order that they appear on the directory)

Wishing everybody a very happy holiday season and a successful new year!

 

Action Reminder Updater http://www.zeidman.info/downloads/actionremupdate.php
Add Renewal Schedule Information plug-in http://www.blackbaud.com/kb/index?page=content&id=BB298706
The Mergician http://www.zeidman.info/downloads/themergician.php
Bill-O-Matic http://www.omaticsoftware.com/Solutions/BillOMaticElectronicStudentBilling/tabid/90/Default.aspx
Audit Trail http://www.zeidman.info/downloads/audittrail.php
Bank Checker Solution http://www.blackbaud.co.uk/files/bbe/BankChecker.pdf
Apply Phone Formats plug-in http://www.blackbaud.com/kb/index?page=content&id=BB472526
AFP http://www.blackbaud.com/esupport/esupport.asp?resourse=&number=0&id=BB311264
Alternate Address Deleter http://www.blackbaud.com/esupport/esupport.asp?resourse=&number=0&id=BB244790
IDLookup http://www.zeidman.info/downloads/idlookup.php
Chimpegration http://www.zeidman.info/downloads/chimpegration.php
BatchIt:Action http://www.zeidman.info/downloads/batchitaction.php
Blackbaud NetCommunity Integration http://www.blackbaud.com/esupport/esupport.asp?resourse=&number=0&id=BB199634
Alias Deleter http://www.zeidman.info/downloads/aliasdeleter.php
De-Duplicate Phones http://www.blackbaud.com/esupport/esupport.asp?resourse=&number=0&id=BB275666