The Raiser's Edge 7

The Raiser's Edge 7 how-to documentation includes help file from the beginners book and the user guides.

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The Raiser's Edge 7 Help

Did you know the answers to your software questions are right at your fingertips? While working in the software, press F1 on your keyboard to open an extensive help file. Type keywords in the help file’s search field to find specific information about a process or function.

The Raiser's Edge 7 User Guides at a Glance:

 

eReader Help: Do you want to learn the best way to view our PDFs on your favorite eReader? This simple set of beginner instructions lays out quick steps for viewing our user guides on Nooks, iPads, and Kindles.

Conversion, Installation, and Update

Before you install or update, we recommend you review the step-by-step instructions and preparation information. We also encourage you to familiarize yourself with the new features.

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Getting Started

Before you use The Raiser's Edge, we recommend you review the tools and features that appear throughout the program.

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How-to Videos

Review The Raiser's Edge how-to videos to better understand the latest new features and enhancements that appear throughout the program.

Raiser's Edge 7.92 Overview
Giving Score Overview
Giving Score Dashboard Panels
Giving Score Query
Query Lists
AddressFinder Process
Events Enhancements

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Records

The records guide help you learn all the step-by-step instructions for accessing, adding, and working with Raiser's Edge records including alumni, constituents, events, memberships, prospects, and more!

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Gift Entry

These guides help you learn all the procedures related to gifts including gift entry, EFT, and planned giving.

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Query & Export

These guides contain information on extracting information from The Raiser's Edge 7 and exporting data to other software programs.

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The Raiser's Edge Mobile Application

With The Raiser’s Edge mobile application, users can access information from their database in The Raiser’s Edge on a mobile device. You can view constituent records, queries, recent giving information, add actions and notes, navigate to constituent locations, and email, call, or text constituents all while on the go!

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Reports

These guides teach you how to run reports including explanations of the parameters for each report. You can also learn how to track the performance of your organization's solicitors, campaigns, funds, and appeals.

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Web Services

This guide includes detailed instructions on how to install and set up WealthPoint for The Raiser's Edge.

Canadian Guides

These guides help you with Data Enrichment Services, EFT, Receipting Guidelines, and PostalSaver for users in Canada.

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Asia-Pacific Guides

These guides help you with AddressAccelerator, EFT, Receipting Guidelines, and PostalSaver for users in Australia and New Zealand.

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