Administration
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The Import Control Report
now includes constituent import IDs in the Reason
column for all potential duplicates.
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The Duplicate Constituent Report now
displays spouse name, phone number, email address, and
the date each constituent was added to The
Raiser's Edge.
Blackbaud Payment
Service
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Enhancements to Blackbaud Payment
Service have been made to
reduce the impact of intermittent connectivity problems.
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If an internet
connectivity error occurs while you are uploading a
batch of transactions to Blackbaud Payment Service, checking the status of a
batch that is being uploaded to Blackbaud Payment
Service, downloading
authorization and rejection codes from Blackbaud
Payment Service, or
uploading a batch of credit card information to
Blackbaud Payment Service,
the system will immediately retry five times with no
delay between attempts. This prevents the operation you
are trying to perform from failing if internet
connection is lost for only a few seconds. If the
operation does not succeed after five attempts, an error
message appears.
Configuration
Events
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From the Participants tab
of an event record, you can now easily mark registrants as
attended or not attended on the action bar.
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Helpful information such as
number invited, number registered, and number attended
appear at the bottom of event records.
Export
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To help manage and organize
the export records you create, you can create categories
in which to group them, such as by user or by the
export's intended use. You can drag and drop exports
from the export list into the appropriate category.
Data Health Center
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Target Analytics' Giving Score is a
statistical tool that assigns a prospect rating of VIP,
Fan, Acquaintance, or Long-Shot to every individual with
an address in the United States in
your database based on their giving history and capacity
to give. To determine Giving Score ratings, Target
Analytics also considers gift data such cash and
recurring gifts. With this information, you can determine how
best to communicate with each supporter and focus on the
best candidates for your fundraising efforts and appeal
mailings.
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To use the Giving Score, you must
submit your data through the Data Health Center
to Target Analytics to be scored. This analysis
does not change or remove any information in your
database, but rather categorizes your supporters based
on their Giving Scores.
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After your data is scored, you return to
the Data Health Center to download the
information into The Raiser’s Edge.
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You can view the Giving Score Control
Report to view a summary of how your data was scored.
Constituents
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If your data has been scored by Target
Analytics for the Giving Score, Giving Score ratings
now appear on the status bar of the
constituent record.
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You can also view Giving Score ratings
under Ratings on the Prospects tab.
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To assign a different Giving Score
rating, you can manually override the rating from
the status bar on the constituent record.
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When you search
for constituents, results are now displayed in the order
of most likely match. Information such as criteria
matched on appear in the results grid.
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When you search
for constituents, you can now search on criteria such as
middle name, suffix, spouse name, phone number, and
email address.
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By default, enhanced search is enabled.
This means that searches are "fuzzy," allowing for exact
results as well as similar results. For example, if you
enter "Neal" in the First name criteria field,
first names with exact or similar spellings will appear
in the results, such as "Neal," "Neil," and "Noel." This
can help account for misspellings, but could possibly
increase the length of time it takes to perform the
search. If you deselect this checkbox, searches will not
be "fuzzy." For example, if you enter "Neal" in the
First name criteria field, only first names that
contain those letters will appear, such as "Neal" or "Neale."
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If you prefer the way the constituent
search results grid appeared before
the release of 7.92, click Options on the search screen,
and select Show classic search view when using
enhanced search to revert the grid to its
previous appearance.
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When you add a new constituent and click
Save, if the constituent you entered is a
potential duplicate in your system, the Duplicate Search
Results screen appears. You can select to save the
constituent as a new record if it is not a duplicate, or
if it is a duplicate, you can discard your changes. On
this screen, you can click Selected Record Is Not A
Duplicate so that the two records will never again
be considered as potential duplicates in your system.
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If you do not use the optional module
RE:Search for prospect management, the Ratings tab
appears on the constituent record. The Ratings tab
contains all constituent ratings information, such as
WealthPoint and Giving Score ratings.
Dashboard
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If your data has been scored by Target
Analytics for the Giving Score, you can use the
Giving Score dashboard panels to view and analyze Giving
Score ratings assigned to your constituents. You can
also use these panels to access Giving Score queries
that have been created.
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You can use the Giving Score Rating
Summary panel to analyze a summary of how your data was
scored for the Giving Score. The Giving Score panel
provides the number of constituents who received each
rating, as well as the number of constituents who
received a score of No Rating.
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You can use the Giving Score Queries
panel to view each Giving Score query created in your
system. Giving Score queries allow you to create lists
of constituents based on their Giving Score ratings,
such as to make a list of all your VIP’s for use in a
mailing. You can also create a new Giving Score query
from the Giving Score Queries panel.
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You can use the Giving Score by
Constituency panel to view the number of Giving Score
ratings for each constituency, such as to view the
number of board members who were given each rating.
Query
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You can use Giving Score queries to
create lists of your constituents to be used in other
processes throughout the program, such as in mailings.
The lists you create are based on the Giving Score
ratings your constituents receive when your data is
scored for the Giving Score through the Data Health
Center, or when you manually assign a Giving Score
rating.
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The query results on a Giving Score query
record appear as a list. You can perform a number of
actions to customize and manage the constituents in each
list.
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From a Giving Score query record, you can
search for specific constituents in the list, filter the
list, add and remove constituents to the list, assign
solicitors to constituents, override Giving Score
ratings to assign new ratings, view giving history, view
WealthPoint results, and
create notes and actions.
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You can now create query lists from any
existing query in your system. Query lists take the
results of an existing query and place them into a list
you can edit and save separately for use in other
processes throughout The Raiser's Edge,
such as in mailings. You can add or remove the
constituents, individuals, and organizations that appear
in the results of your query list as necessary.
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On the Query page, you can view where in
the system each query is currently being used. When you
select a query in the grid, under The selected query
is used in the following... at the bottom of the
page, you can view the name of the process where it is
used, what type of process it is, and who created the
process.
Reports
SQL Server Compatibility
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The Raiser's Edge 7.92 is
now compatible with Microsoft SQL Server 2008
Service Pack 3.
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The Raiser's Edge 7.92 is
now compatible with Microsoft SQL Server 2008
R2.
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The Raiser's Edge 7.92 is
now compatible with Microsoft SQL Server 2008
R2 Service Pack 1.
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The Raiser's Edge 7.92 is
now compatible with Microsoft SQL Server 2008
Express.
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The Raiser's Edge 7.92 is
now compatible with Microsoft SQL Server 2008
R2 Express.
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The Raiser's Edge 7.92 is
now compatible with Microsoft SQL Server 2008
R2 Express Service Pack 1.
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