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

When you open up a constituent record wouldn’t it be good to see a one line overview of the most important distinguishing features of their record even if they are on different tabs? This tip shows you how to put this information into the window dialogue title.

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I just noticed Blackbaud have added a code sample to their Blackbaud Labs site. This appears to be the same code sample as was released on CodePlex but it will no doubt get a larger audience here.

My initial thought about this code are that it is unnecessarily complicated. Creating an embedded HTML resource, creating a specific control, putting in the correct GUID into to the HTML page and then getting it all to work seems to be somewhat of a long winded approach. Read the rest of this entry »

In this post I hope to offer some help in installing IDLookup. Many people have downloaded it but it may not be so straight forward to install. Note that these instructions can also be used for installing Query Manager.

If you do not know what IDLookup is here is a brief outline. IDLookup is  a plugin that I have created to lookup records in Raiser’s Edge given a list of constituents and their address details. This is useful where you have a third party list given that does not contain your constituent ids (such as many giving sites e.g. JustGiving, FirstGiving, CharityWeb, etc)  or cold lists that you want to ensure really are cold. The application can be found on Zeidman Development ->IDLookup. This is a demo version that is tied to the sample database.

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The other day I was trawling the knowledgebase for some code to quickly look up the primary organization record for a constituent. It is the sort of thing that I could have worked out myself very easily but sometimes it is just convenient to see if Blackbaud already have the code available.

I found exactly what I was looking for, or so I thought. KB BB54132: How to write code to find the Record ID for the Primary Organization relationship. Seeing the solution reminded me of the time I first took over the reigns of RE customisation developer at my first position in San Francisco.

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Every so often you discover something useful from the vault of information that is the API/VBA help file. The help file is a reference guide for the whole API but in order to really make use of it you have to study the various classes carefully. This is generally not something I enjoy doing.

I stumbled across a useful solution to a problem that could easily have been solved another way. I had been manipulating address objects (CConstitAddress) but did not have the name and constituent id of the constituent that the address referred to. Read the rest of this entry »

Welcome to RE Decoded. My aim with this blog is to share some techniques used in the Raiser’s Edge API to solve day to day problems that the ordinary user may have. Feel free to add your own comments if you have solved a problem differently. Its the best way to learn.

This first entry is less technical than the other entries. I need to break you in gently.

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