This is completely off topic but I want to shower my web hosting provider with praise. Why now? Well no particular reason other than I have been thinking about doing it for a while. When I lived in the States I had my website on one of the big providers. It was OK but when I ran into problems they could not fix it, they left me waiting and my site was down. It left a bit of a bad feeling.

I now have my website with Evohosting and have done for the past several years. The contrast could not be different. I am not quite sure how large they are but they give the impression of being very personal. In my previous hosting their emails would be signed off as “support staff” or something equally generic and impersonal. With Evohosting I know the names of those that contact me. Their response times to queries are always very fast and I have yet had a problem that they could not help solve. I am not sure about how much these things should cost but they have always struck me as being very competitively priced for the packages that they provide and certainly for the service that they offer.

In a world where people rant and have a go at bad service Evohosting is a refreshing change. Thanks

In an earlier post I looked at the way in which it is possible to open up a Crystal Report from VB or VBA code in The Raiser’s Edge. That was with version 8.5 of Crystal Reports. I tried to do the same thing recently with a report created in Crystal Reports 11 and the code broke. I rewrote the code using a newer object and technique.

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Normally when we look up at a Raiser’s Edge constituent we use a variety of identifiers to find the specific record we are looking for. It may be that we are using biographical data such as surname, first name and parts of their address. To find a one unique record we need to search by unique identifier. The most obvious that we think of is the constituent Id. This is the most common unique Id available to us on the constituent search screen. Of course there is the national insurance number (also known as social security number in the US), and the membership Id (for those with the optional Membership module).

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One of the methods for writing VBA code that fires when, say a constituent is saved, is to write a VBA DLL. I have covered this previously so I won’t go into details in this post. However what do you do if you need one VBA DLL to talk to another one? For example if I make a change to a record in one VBA DLL and have installed Zeidman Development’s Audit Trail application (excuse me for the gratuitous plug there) how do I tell the audit trail to make a note of this change? The VBA events are only fired when the Raiser’s Edge GUI opens up or saves a record and not when the code does so.

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I have just seen a new book about to be released called:

Fundraising with the Raiser’s Edge: A Non-Technical Guide by Bill Connors. Bill was my first inspiration to go into business with The Raiser’s Edge when he was a consultant at Blackbaud and visited the Jewish Community Federation of San Francisco where I worked at the time. He really inspired me to take my development work further. I have never met anyone with a better knowledge of The Raiser’s Edge and fundraising combined and no doubt this will be reflected in his book.

From Amazon.com

or

From Amazon.co.uk

Most definitely a recommended read.

Custom where clauses are  a great way of filtering the results of all the top object collections (where the method exists). However there are some pitfalls. One such pitfall can be found when you try to write sub selects to link to other tables. For example, say you want to find all the individual relation records that have the surname “Zeidman” and are spouses. You would write a sub select in the custom where clause as shown below:

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Zeidman Development are pleased to announce a new customisation for Blackbaud Enterprise CRM. The bank validation customisation validates UK financial institutions and constituent accounts. For the financial institutions the branch name and address will also be updated. For the constituent accounts the account will be flagged as whether it is valid for direct debit processes. The customisation introduces the ability to query on constituent accounts and in doing so allows for them to be globally validated.

As this is on the Infinity platform it will most likely work for Raiser’s Edge 8 when it is released.

Check out the video at the link below for more details:

http://www.zeidman.info/downloads/BBECBankVal/BankValBBEC.html

Sorry to get your hopes up but I am reliably informed that you cannot do this. And the reason? “PCI Compliance”. Read the rest of this entry »

Blackbaud Enterprise CRM (eCRM or BBEC as it seems to be called interchangeably) is enormous. It is a big change to The Raiser’s Edge but then that is not surprising as it is not actually the replacement for The Raiser’s Edge 7. It is an application way beyond RE 7. Nevertheless you cannot help comparing the two as long as there is no RE8 to compare to. As a software developer it is a whole new paradigm. Of course even if you know how to develop software customisations for BBEC you still need to know how the program works from a user perspective. That is why I am not only learning a new development environment but I am learning a whole new program. Some of the concepts are very similar, some are different. As I learn I have come across some quite small changes that, for whatever reason, fill me with a “wow that’s great” feeling. These are not earth shattering improvements but just things that I am sure people will appreciate. So this post is dedicated to the small differences. Read the rest of this entry »

I have just returned from day one of the Blackbaud’s 2009 Relationship Management Conference. For those of you who were at my presentation then thank you for coming. If you were not there or you did not get a USB drive then you can view the whole presentation on Zeidman Development at this link.