Category Archives: Not Code

A first look at Blackbaud’s Infinity platform

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What better way of starting the new year than taking a look at the next generation of Blackbaud’s products that are based on their Infinity platform. A couple of products have already been released but unlike many other products released into the IT wild Blackbaud has chosen, wisely in my opinion, to make the release a quiet affair and not a must have upgrade. I have managed to take a look at Blackbaud CRM. This product is aimed at the larger fundraising organisation and its flexibility certain shows this.

Continue reading A first look at Blackbaud’s Infinity platform →

Top Plug-ins of 2008

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A few days shy of the end of the year, I hearby present to you the top visited plugins of 2008 (unless of course there is a sudden rush on any of them before midnight in which case the list will be adjusted accordingly). This list is based on the top number of clicks through to the more information about each plug-in supplied by each plug-in author.

Audit Trail
Blackbaud NetCommunity Integration
Bank Checker Solution
Clear Invalid Spouse IDs
Constituent Document Linker
Code Insert Custom Part
Convio DataSync Connector RE
ID Lookup
Action Reminder Updater
CanadianUpdateRE

Thank you to all that have added to the directory during the year and to those that have rated the plug-ins.

Blackbaud European Conference 2008 – Some thoughts

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I have been at the Blackbaud European Conference for the past two days and had a great time. My session seemed to go well enough and I hope that those that were there found it useful. Again if you want see the slides again then look at the posting below. (Note that you can watch it full screen using the second from right icon at the bottom of the presentation).

If you don’t remember anything else about my presentation remember this: You do not need to purchase RE:API to create a plugin. You are not going to hear that from Blackbaud too often but I have been told from high up in the company that this is the case. You are able to develop your plugin against the sample database (where all the modules are unlocked) and then deploy it to your production database.

I had a good conference and learnt a great deal about BBEC (Blackbaud Enterprise CRM) and the new Infinity platform. (Thank you Ben). Watch this space for more about my experiences of that product.

Blackbaud European Conference 2008

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I am really looking forward to the Blackbaud European Conference. Apart from the fact that I will be speaking there it will be great to meet a lot of the people whose posts I have read on the Blackbaud forums and on Blackbus.

If you are going to be there then come along to my session: The Raiser’s Edge Decoded – A first look at the Raiser’s Edge API. This will be a non-technical look at what can be done with the API. I will be looking at real live examples of how the API can be used to improve your organisations efficiency. The session is at 13.30 on Monday 20th October. I shall be at the conference both days and available to answer any questions you may have

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

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 →

In a .NET plugin “deleting makes Raiser’s Edge go backwards”

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OK so the title can be interpreted in many different ways but what is says in essential the truth.

 I had a complaint from a client who was testing a plugin that I had created. She said that “deleting makes Raiser’s Edge go backwards and that the arrow keys were broken too”. Of course it took some probing for me to work out what she really meant but here is it is.

  Continue reading In a .NET plugin “deleting makes Raiser’s Edge go backwards” →

Top Plugins in November

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Here are the most popular plugins for the month of November from the plugin directory. This is based on the click through for more information link.

  1. Audit Trail
  2. Action Reminder Updater
  3. Convio DataSync Connector RE
  4. Blackbaud NetCommunity Integration
  5. Constituent Document Linker
  6. Bank Checker Solution
  7. Create Preferred Address
  8. Alternate Address Deleter
  9. AFP
  10. Custom Reports

Cannot find the plugin that you are looking for? Get in contact with us and find out how we can make your Raiser’s Edge processes more efficient and make savings in both time and money.