I am currently working on a project involving two different Raiser’s Edge databases. One of the problems that I thought that I would have was having to first open one instance of Raiser’s Edge only to find that I needed a piece of information from the other one. I would have to exit and sign out of the one and then log in to the other one. This to-ing and fro-ing, I thought, would drive me crazy.
Continue reading Multiple Versions of The Raiser’s Edge Open at one time
As I mentioned in a previous post I have been working on some sample demonstration material for The Blackbaud Conferences in London and Washington DC. I got a timeout error previously on saving data in a custom form. I was able to fix it entirely by fluke without knowing how I did it. However now I have got it again and it has been driving me crazy.
I am currently working on a project where I need to copy a gift record from one constituent to another. There are 213 fields on the regular gift object i.e. CGift. That is without looking at any of the other areas of the gift such as attributes, notepads, etc. It would take a lot of typeing to copy between each field so to do this I use the meta data that is supplied with each object. Continue reading Using meta data to copy records
If you did not get Zeidman Development’s newsletter (you can sign up here) then you would not have heard about our latest plug-in – The Mergician. The Mergician allows you to merge constituent records en masse. Currently The Raiser’s Edge allows you to merge two records together. Built off of the same functionality, The Mergician allows you to merge all your duplicates in one process. Continue reading Globally Merge Constituents using The Mergician
I have been doing some preparation for my two Blackbaud conference sessions (in London and in Washington D.C.). Each year I present at the Blackbaud conferences I develop some new code to show. This year is no exception and without going into too much detail I am sure this will not disappoint those who are excited to see what can be done on the Infinity platform that The Raiser’s Edge platform code only ever dream of doing!
The SDK has some great integration with Visual Studio. For starters you are given very many template items to build your own components from. Intellisense works well in both the XML specs that you have to write and also in any corresponding .NET code. Continue reading Visual Studio and Blackbaud Enterprise CRM
When you get a visit from Nato you start to wonder whether this blog is going in the right direction…
Zeidman Development are pleased to announce the release of our latest plug-in for The Raiser’s Edge – BatchIt:Action
BatchIt:Action allows you to enter actions en masse in a batch. This is the first of a series of modules in the Batch:It range.
Efficiency
Entering actions one by one is slow. Importing actions in one go is not always practical. BatchIt:Action provides the solution to simply and efficiently entering accurate data.
Templates
Create templates for different types of actions. For example, do you use actions to represent an event, or a request for information. Populate the template with defaults and hide pre-populated fields just as you would in a gift batch.
Custom Validation
For users with advanced requirements set up a custom validation file that implements your organisation’s business rules. Does your event actions always need a t-shirt size? Should a phone action be prevented if the phone number is international? Create custom validation rules to enforce this or let us help you create them. (Requires coding skills, additional custom validation module required)
Demo
More information can be found on our website where you can download a fully working version tied to the Sample database. There is also a screen-cast showing BatchIt:Action in use. If you have any questions then please contact us.
I have been working on a new product which will hopefully be released soon. In this new product the user needs to be able to look up a constituent in as few key strokes as possible. The approach that I took was to use the same functionality as the Quick Find mechanism that you see on the records page in The Raiser’s Edge. This is dependant on your user settings so that you can either put in a constituent id, the first name followed by the surname or the surname comma the first name. While I was testing it on the sample database it worked perfectly. However when I tested it on a client’s very large database there were issues. Continue reading The Problem with Quick Find
A while ago Blackbaud released Blackbaud Enterprise CRM. For me as an observer of all things Blackbaud related I don’t remember exactly when BBEC was released. There was no big announcement but instead there were small releases of information over an extended period of time. First it was snippets of information about the Infinity platform, then announcements that various organisations had selected BBEC and then finally mutterings of information about RE8. The gradual increase of information about the product range has, over time, increased the expectations of Blackbaud’s customers towards the release of RE8. This was no bad thing. Such releases of information, whether officially from Blackbaud or just speculation from within the community creates a buzz around the product. (Such a model has worked wonders for each of Apple’s releases). Unfortunately buzz can lead to hype which can lead to frustration. RE8 has this mythical quality about it. While most people realise that it is more than just vaporware (given the release of BBEC) there is nothing, as yet, tangible. Continue reading RE8 and the risk for Blackbaud
There has been much discussion on various forums and between different organisation about the rumour that Crystal Reports is not going to be supported on the Infinity platform. While I don’t have any inside information from Blackbaud about this I can dispel a couple of myths.
Currently in Raiser’s Edge 7, Crystal Reports is used as the reporting engine for all canned reports. Blackbaud use components that feed their data into various Crystal Reports so that you need merely click on a button and the report appears. These reports have a predefined format and although the user can change some aspects of this it is very limited.
In RE8, BBEC and the Infinity platform the canned reports do not use Crystal Reports as the reporting engine but rather SQL Server Reporting Services (SSRS). This is server based and comes with SQL Server. Blackbaud currently bundles Crystal Reports with their software but this version is client based. To bundle the server version would clearly mean a greater expense for them (and ultimately their customers).
When it comes to custom reports there is some uncertainty. I am not sure how the Infinity platform handles custom reporting. I am sure that there will be some kind of function to integrate custom reports with RE8 but most probably via SSRS.
There is a lot of investment in Crystal in the community so it is obviously of concern to think that Crystal will no longer be used. This, though is not strictly the case. It should be quite possible to use Crystal against the BBEC and RE8 database. After all Crystal can run against any kind of database. Many RE7 users develop reports that run directly off of the database rather than using the custom mechanism inside of RE. This offers much more flexibility.
One other possibility that I am currently looking into is developing a Crystal Report engine to integrate with the Infinity platform. That way data can be exported from RE8 and BBEC and linked to a Crystal Report in the same way as is currently the case in RE7. It does seem a shame to waste all the Crystal knowledge out there. Watch this space…
What are your thoughts on the shift to SSRS? Do you currently use SSRS with RE7 or other products and how does it compare to Crystal Reports. Let us know your thoughts in the comments below.