I have always found attributes to be odd to work with in The Raiser’s Edge API. For some reason Blackbaud treat them somewhat differently than other child objects on a record. I have already spoken about that a few years ago but I wanted to elaborate on a couple of issues.

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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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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.

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I have been developing some updates for The Mergician. There are some nice additions coming soon including clean up of duplicate attributes and appeals following the merge. However one item that has been added is the request to select a record as the primary constituent if it has a NetCommunity Login associated with it. Read the rest of this entry »

Valid date to cannot be less than Valid date from

I got this error message the other day when developing with the membership module. In my opinion the membership module is the most complicated module to develop code for. Possibly because of this (and the fact that it is an optional module) there appears to be the least documentation about it. When I searched the knowledgebase for this error I did get a hit. It referred to NetSolutions. It suggested that the membership record did not have an expiry date.

This was not the case in my data. I had an activity date and an expiry date as required.

I worked out what the problem was. The issues happened when adding a membership card. I share this code between new memberships and a case where you may want to add a new membership card to an existing transaction. For a new membership card I was setting the card date as the same as the transaction date. The expiry date, by default was being set to the same as the membership’s expiry date. This worked fine for new memberships.

When I went to add a membership card to, say, a lapsed membership, (why this would happen in reality is uncertain but it was happening in my case), the start date was set to the transaction date i.e. today but the expiry date was in the past so the card’s expiry date was also in the past.

I checked for this scenario and set the membership card’s start date to one day before the expiry date if the expiry date was not after the start date.

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.

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Fundraising UK are reporting that Blackbaud have released a new version of The Raiser’s Edge. This is clearly not the new version that very many people have been waiting for. It is not RE8 nor is it on the Infinity platform. It does appear to be useful however for those organisations that want an enhanced, internet aware version of The Raiser’s Edge. The Raiser’s Edge (i) as  it has being called (more details on Blackbaud’s site) is a new hosted package that incorporates a web presence as well as donor maintenance application.

As this new product has just been released, it is hard to imagine that Blackbaud will be announcing RE8 on the Infinity platform any time soon. Combine this with the fact that no major enhancements to The Raiser’s Edge version 7 application are expected, many organisations are surely feeling frustrated by Blackbaud’s apparent inertia. I have worked with Enterprise CRM and know how far advanced that application is from the existing version of The Raiser’s Edge. I have said on numerous times that it is worth wait and I still think it is. The question is how long will others hold out. An organisation that is thinking of upgrading functionality will not wait forever for Raiser’s Edge on Infinity and will certainly be tempted to look elsewhere.

I have been using Visual Studio 2010 for a short while now ever since the prospect of developing workflows for Enterprise CRM became a reality. One thing that I noticed when working with The Raiser’s Edge API however is that it is much faster to type out everything.

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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

A few days ago I put a question on both Blackbus and the official Blackbaud forums asking if anybody had written a plug-in in C#. I have written a number of customisations in C# (VB.NET is my most common programming language – although I do enjoy using C#) but I had never written a plug-in before. It has always been a web service of application of some kind. I managed to work out how to do it and thought that I would share my solution here. Read the rest of this entry »