If you recognise the title of this post then I was inspired by a BlackbaudKnowHow article of a similar name. In that article the author describes the differences between the three terms and how they relate to Blackbaud Enterprise CRM. This is a good overview and works well for Blackbaud Enterprise CRM. However it breaks down when talking about The Raiser’s Edge 7.

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I have been working with different bank checking software. Blackbaud Europe have written a plug-in for The Raiser’s Edge to update the bank record data such as the name and branch of the bank as well as the address based on the sort code. We recently developed a plug-in that processed the direct debit returns and unpaids from BACS and update the recurring gifts accordingly. In some cases a new bank would need to be created. I was asked to integrate the plug-in with their Blackbaud written plug-in.

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I was prompted to write this after seeing a tweet highlighting Altru’s history function. The tweet pointed to the Blackbaud Know How article about how you can see who changed what and when on a record. For those of you unfamiliar with Altru, it is one of the more recent applications released on the Infinity platform.

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