This screencast of IDLookup shows you how perform a lookup based on data coming in from an online donation page. The data is downloaded from the website without constituent ids. We run IDLookup and find several matches. We are now able to import the data into The Raiser’s Edge with existing constituent information being updated and new constituents being created.
For more information about IDLookup or to download a fully working version (tied to the sample database) visit the IDLookup download page.
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:
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.
This question has been eating away at me for ages. When you go to the Plug-ins module in The Raiser’s Edge and see the various plug-ins installed I often wonder is there any kind of order to them. Some of them appear to be in alphabetical order but then one will sneak up on you and mess up the theory. They are not in date installed order as you often get the Blackbaud plug-ins coming in the middle. The only one common theme is that the .NET plug-ins appear to come last. Come on Blackbaud what’s the deal here? I need to know!