Tag Archives: php

Opening a link from a Constituent

There was a question recently on Blackbus asking how to open a link from a constituent record. For example if you had an external system that uses constituent ids to find individuals it would be very useful to be able to open a web page from the constituent window by pressing the macro button and going to the web page that is specific for the constituent. This requires the VBA module. Here is how it is done:

Continue reading Opening a link from a Constituent

Latest IDLookup Release

Zeidman Development are excited to announce the release of IDLookup 2.0.

It has been totally rewritten to give it a new look and feel but that is the least of it. The new version includes:

  • Instead of just one set of criteria you can have many. The plug-in will try to match against each criteria set until it finds either a unique match or the match with the fewest multiples. Save your criteria sets for later use.
  • Review multiple matches more easily. The multiples are now cross referenced to another worksheet in Excel so you can see the values from Raiser’s Edge and compare them to values in the file
  • Match last or organisation name on aliases
  • Match on date of birth.
  • Address equivalents are now customizable from within IDLookup in a new easier to use interface
  • User interface is localized for UK, US and for Canadian English language

And what is more Zeidman Development is keeping its pledge and making this latest upgrade to our existing users absolutely free.

Read more here

Top Plug-ins of 2008

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.

Latest version of IDLookup

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

Newly added plugins

Thank you Steve Best for the following five new entries to the plugin directory. If there are any more that have been missed any then feel free to add them. Thank you to all those who have added over the past months.

  • CanadianUpdateRE
  • Fix for Missing Schedule Starting On Date
  • Fix Constituent Notepads Actual Notes
  • Fix Dupe Primary Banks
  • Fix Appeals For Delete
  • 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.

    Additions to the Plugin Directory

    Since we started the plugin directory new plugins have been added. Here are the most recent additions to the plugin directory. If we have missed any then feel free to add them. Thank you to all those who have added over the past months.

  • Repair Receipt Type
  • Unmark DNC
  • Regenerate Import IDs
  • Fix Key Position Data for IndRecords2
  • Clean Static Queries
  • Fix Trailing Spaces
  • Expire benefit fix
  • Update Pending Transactions
  • Define Patronymic Prefix Excludes
  • Match Applications and Enrollment
  • De-Duplicate Phones
  • 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.

    Top Plugins in November

    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.

    Plugin Directory Sort and Filter

    The plugin directory has been upgraded to include the possibility to filter by product type e.g. Raiser’s Edge, NetCommunity, etc. This is slightly limited as it is currently only possible to give each plugin one product category even though some span two products.

     I have also added sort functionality so that you can sort alphabetically, by most highly rated and most highly viewed (based on the click through to more information).

     As previously if you have had any experience with any of the plugins add your comments as it will help others to decide their usefulness.

    Here is the link again: http://www.zeidman.info/php/plugins.php

    Plugin directory updated

    I am pleased to announce phase 2 of the plugin directory!

    You can now rate the plugins and add your own comments about them. If you have had some experience of some of the plugins listed then please do add your comments. Unlike adding or editing the plugins listed comments are not moderated so feel free to add what you think about them. The average rating is also given.

    Adding ratings requires that you are “registered” this is so that plugin ratings are not skewed. Adding comments does not required any registration and can indeed be anonymous.

    Check out the new features here:

    http://www.zeidman.info/php/plugins.php

    Look forward to reading your comments!

    Phase 3 will include sorting and filtering by product, rating and date added. Watch this space…