A while ago I wrote an article about filtering on gifts. I find myself regularly having to reference the knowledgebase link which itself links to an Access database file. Here is a snippet from that other article.

A word on the GiftTypes filter. Here you can filter on cash, pay-cash, pledge, etc. However this is not simply the text but rather an id that the type refers to. This too is not well documented. There is a link in the knowledgebase (http://www.blackbaud.com/esupport/es…r=0&id=BB17413) that gives this information or it can be derived by looking at the SQL or a query.
For example:

oFilter.GiftTypes.Add 1, "Cash" oFilter.GiftTypes.Add 2, "Pay-Cash"

I got somewhat tired of having to download that mdb file each time and some of the gift types stuck, many I forget. So here is the list (mainly for my own reference but for the benefit of anyone else who needs this list):

In export for a recurring gift it is not possible to pull out the bank details specific to that gift. You can only pull the name of the bank or all the banks on the constituent’s record. It is not possible to pull the account number and sort code. This is really important when there are bank issues with recurring gifts that need to be sorted out.

Read the rest of this entry »

Following my previous article on creating a batch with a notepad I am following it up with a some code that adds attributes. This is more or less shown on the Blackbus thread that I referenced but I wanted to clarify some of the steps having gone through the procedure myself. Read the rest of this entry »

I have started to use the Batch API in earnest now. I have said previously that it is a great long overdue piece of functionality but I am beginning to understand why it was never included earlier. As with much of the API the newly added Batch API is not well documented. A good example of how to use it was given and can be found on Blackbaud’s knowledgbase (BB418575) but it is somewhat limited. It does not explain for example how to add an attribute or a notepad to a gift batch. This was discussed on a Blackbus thread.  Adding the items to the batch header was quite straight forward but adding the actual values proved more difficult. Here I try to shed some light on the process.

Read the rest of this entry »

There are a lot of controls that The Raiser’s Edge uses and that you can use in your code to give it a similar look and feel. This article is an introduction to using one of these controls - the SuperEdit70Ex. Like most of the API this is not documented. Indeed this really is not documented. There is no extra documentation other than by looking at the object browser.

  Read the rest of this entry »

When you write code using the RE7VBA tool that compiles the VBA code into a DLL to be deployed, the environment is very similar to the built in VBA environment. There is the same development environment and access to the same code. So you would think that switching between the two would not be a problem.

Read the rest of this entry »