Tag Archives: search criteria

IDLookup Search

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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.

Introducing RETweet Professional for The Raiser’s Edge

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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.

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