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. Read the rest of this entry »

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. Read the rest of this entry »

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. Read the rest of this entry »

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. Read the rest of this entry »

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. Read the rest of this entry »

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.

Whenever I write a bespoke customisation for a client that needs to look up a constituent based on some biographical information I normally use the functionality available behind the scenes in IDLookup. If you are unfamiliar with IDLookup, it allows users to feed in an Excel or CSV file of names, addresses, aliases, attributes and all sorts of biographical information. Then based on criteria that you define, it will look to see if one or more constituents already exist in The Raiser’s Edge. I use much of the look-up functionality in other projects simply because Blackbaud chose not to make this functionality easily available. There is no back-end interface to their regular constituent look-up screen which is a real shame. The nearest feature is the IBBRecordFinder interface.

Read the rest of this entry »