RE-Decoded

Gift Type IDs - A Reference

David Zeidman — Mon, 14 Jul 2008 11:15:30 +0000

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):

Gift Types ID	Description
1	Cash
2	Pay-Cash
3	MG Pay-Cash
4	Covenant Payment
8	Pledge
9	Stock
10	Stock (Sold)
11	Pay-Stock
12	MG Pay-Stock
13	Pay-Stock (Sold)
14	MG Pay-Stock (Sold)
15	Gift In Kind
16	Pay-Gift In Kind
17	MG Pay-Gift In Kind
18	Other
19	Pay-Other
20	MG Pay-Other
21	Write Off
22	MG Write Off
24	Net Covenant
25	Gross Covenant
26	Deposited Convenant
27	MG Pledge
28	Adjustment
29	Covenant Write Off
30	Recurring Gift
31	Recurring Pay-Cash
32	GL Reversal
33	Amendment
34	Planned Gift

VBA User Fields in Export

David Zeidman — Wed, 09 Jul 2008 08:59:35 +0000

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.

(more…)

Creating Attributes with the BatchAPI

David Zeidman — Thu, 03 Jul 2008 17:23:43 +0000

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. (more…)

Using the Batch API with Notepads or Attributes

David Zeidman — Fri, 20 Jun 2008 15:22:56 +0000

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.

(more…)

Latest version of IDLookup

David Zeidman — Fri, 13 Jun 2008 17:09:38 +0000

Zeidman Development is pleased to announce the latest release of IDLookup. With this latest release (version 1.1.4) we bring you some exciting additions:

Use your search criteria against a spouse record.
Previously we introduced address equivalents (a match against “1 High Street” would also match “1 High St”, or “1 High St.”). In this latest release we allow you to customize the address equivalents list so that you can add new equivalents and change existing ones.
A user guide. (a long sought after addition)

If you have not checked out IDLookup for a while then there are many new features including:

Matching on the first few characters of fields
Making your search accent insensitive (e.g. côté matches against côte, coté and cote)
Matching on maiden name
Filtering the results on specific constituent codes or constituent attributes.

If you already own a full license of IDLookup then download this latest version now for free. Otherwise download a full working version of IDLookup (restricted to the sample database)

If you need any help installing IDLookup, wish to purchase it or have any feedback then please do not hesitate to contact us

David

The Full Address

David Zeidman — Thu, 05 Jun 2008 14:48:30 +0000

I wanted to be able to get a constituent’s address from their record. Sounds simple enough. You just take the address block, the city, the state and zip. Although what happens if they are not in the States or Canada. When you change the country for example, to United Kingdom, the state field disappears and a county field appears in its place. Pulling the state field would just be a blank value.

(more…)

Using the RE Controls - Part 1

David Zeidman — Thu, 15 May 2008 13:07:00 +0000

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.

(more…)

Validating a Constituent Batch

David Zeidman — Wed, 30 Apr 2008 11:29:36 +0000

Previously I have integrated Quick Address from QAS with The Raiser’s Edge. I implemented their pro API in order to validate the address on saving the constituent/relationship/participant and on demand using the VBA macro button. I created a plugin to update addresses en masse using their batch API. I implemented their pro API to create a “silent” validation during import. The one thing that I didn’t do at the time was to validate addresses in a constituent batch. At the time this was not a requirement.

(more…)

RE7VBA tool not working as expected

David Zeidman — Mon, 07 Apr 2008 18:05:34 +0000

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.

(more…)

The Obsolete API

David Zeidman — Wed, 26 Mar 2008 12:56:53 +0000

Inspired by a posting on Wired (which in turn was taken from a Wiki on obsolete technologies) I wanted to give you a list of the top five obsolete areas of the RE:API.

(more…)