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.
Continue reading Customizations, SDKs and API’s, Oh RE
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.
Continue reading Bank Checking Software Compared
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.
Continue reading Audit Trail on the Infinity platform versus The Raiser’s Edge 7
I mentioned in a previous post how a service I was using to record screencast, ScreenToaster, dissappeared. When they dissappeared so did many of my screencasts. Well I am pleased to bring back to life Google Calendar Integration with The Raiser’s Edge and with Enterprise CRM.
Continue reading Google Calendar Integration with The Raiser’s Edge and Blackbaud Enterprise CRM
When I wrote an article a while back about the setting up a non-production database, I thought that I had the registry and how Blackbaud use it well understood. Of course that was before Vista, Windows 7 and elevated admin rights.
Continue reading Some New (to me) Raiser’s Edge registry settings
UK Fundraising are reporting the release of Zeidman Development’s latest release – Audit Trail Free. Nice to see the company in the NP Tech media (even if it was a press release – but still!)
Zeidman Development are pleased to announce the release (well re-release) of our Audit Trail customisation. The Audit Trail tracks changes made to records on The Raiser’s Edge. The three versions come in varying degrees of complexity.
Audit Trail Free – tracks constituent deletions and reports them to a log file
Audit Trail Basic – tracks constituent deletions, additions and updates and records them in a table that can be reported on, filter by, sliced and diced etc
Audit Trail Professional – does all of the above but also tracks gifts, relationships, actions and participants.
All three versions tell you who made the change and when. They also tell you the previous values and the updated values.
Audit Trail no longer requires the VBA module – so the free version is truly free!
Check out an overview video. Warning – it’s cute.
For more information including a breakdown in the differences between the versions and to download Audit Trail check out the product page on our website
I have just finished Paul Gibson’s Workflow workthrough. At the two Blackbaud conferences I attended recently there was much fan fair about Workflow and how it will blow our minds away. Having just started to look at it in some depth, why were they understating this technology implementation! This did more than blow my mind away. The potential is very clear. All of a sudden very complicated applications can be created without the need to write a single line of code. Move over SSIS and bring on Workflow.
What this space for some more customizations in the future using Workflow.
I am sitting in the plane on my way back to the UK following the Blackbaud conference in Washington DC. There were no new announcements about the generation eight products (few seem to refer to it as The Raiser’s Edge 8), no new major applications and no new major personnel changes (that I was made aware of). However there was a new branding. The new logo should represent a more open Blackbaud. At first I was unsure about the design. It seemed somewhat cartoon like but now it has grown on me. To put the record straight the tag-line is not as in this post’s title but rather “Your purpose -> Our passion”. I ought to remember it. The free WIFI from Blackbaud at the conference used this as the username and password. Instead I managed to use each permutation available. If we take this tag-line at face value what can we expect?
Continue reading Blackbaud – My purpose is their passion
If you don’t receive my somewhat irregular newsletter (and you can sign up for it here if you want…) then you will, perhaps not have heard that I will be speaking in both London and Washington DC over the next couple of weeks.
I shall be speaking on the differences between customisations on the Infinity platform versus those on The Raiser’s Edge platform. I have a several customisations created for the conferences one of them an integration with Mailchimp, the email delivery provider. The session is not going to be technical (there will be no code) so it is open to everyone. If you are going to be at either of the conferences then it would be great to meet you.
I am looking forward to some exciting announcements from Blackbaud. Here are a couple of my predictions:
Look forward to seeing you there!