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Constituents
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Phone numbers and
email addresses on the constituent record are no
longer part of the address block. Phone numbers,
email addresses, Web links, fax numbers, and any
other contact numbers are now in a tabbed grid below
the address block. The same grid appears on
relationship records, participant records for
events, and anywhere else address and phone
information are stored.
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Any phone numbers
and email addresses that were associated with an
address that was marked as anything other than
“Preferred” on the constituent record are now
considered inactive. To display these phone numbers
and email addresses, select Show inactive
phones and emails.
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The Source Record
column now appears in the contact information grid
on relationship records for individual to
organization relationships. This column helps you
identify which information applies to the
relationship, and which applies to the constituent.
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The Date Last
Changed and Comments
columns now appear on the contact information grid
of constituent records. These fields serve as a
reference to easily identify phone numbers, email
addresses, and other information on records.
User Options
Configuration
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To prevent duplicate phone and email
types on constituent records, you can now set a
business rule to prevent multiple phone numbers and
email addresses of the same type to be saved. The
phone and email options business rule is flexible so
that you can set different rules for phone numbers
and email addresses. You can also set the rule to
allow duplicate types if you prefer, or display a
warning each time a duplicate type is about to be
saved.
Custom Reports
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Due to the phone number and email
addresses change on the constituent record, any
phone numbers and email address that are associated
with alternate addresses will no longer appear when
you run your reports. To get those phone numbers and
email addresses to appear, you will have to edit
your report to include inactive fields.
Import
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Existing “Constituent Phone” imports
have been renamed to “Constituent Phone Legacy.” You
can still run them, but you cannot create new
“Constituent Phone Legacy” imports. Instead, a new
“Constituent Phone” import is now available. The new
import does not require address import ID, and the
Phone is primary? and Phone
inactive fields have been added to
all applicable import types.
Query and Export
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As a result of the
phone number and email address changes on the
constituent record, all existing queries with phone
fields will still return active phone numbers in the
results. However, if there were phone numbers or
email addresses that were associated with an address
other than the preferred address, they are now
considered inactive.
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When you create your queries and
exports, phone numbers are now nested under their
own Phones node. Email addresses,
Web links, fax numbers, and any other contact
numbers are under the Specific Phones
node.
Dashboard
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To use Dashboard,
you no longer need to have Microsoft Office Web
Components installed.
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There is now an automatic refresh
setting for Dashboard panels. Every time
the Dashboard module is opened in
The Raiser’s Edge, each panel that
is ready to be refreshed, based on the automatic
refresh time intervals you set, will reload with
up-to-date data.
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In Dashboard, you no longer
have the option to send a panel as an email or copy
the graph to your clipboard. Instead, you can now
save the panel as an HTML file. After you save a
panel as an HTML file, you can then attach it to an
email as you would any other file attachment.
Pivot Reports
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Pivot reports are now
generated in Microsoft Excel.
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Existing pivot reports will be
maintained in The Raiser’s Edge 7.95,
but you will need to re-create each axis to get
results to appear in Excel. In Excel, the
pivot report will be divide into three sheets: the
PivotChart, the data pulled from the query you
selected to use to create the pivot report, and the
pivot report itself.
System Requirements and Compatibility
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