Managing Security Settings in Raiser's Edge
Setting up security privileges in Raiser’s Edge can leave many database administrators scratching their heads. The overwhelming options for group privileges, record types, and the combinations for add, edit, and delete rights can cause an organization to have dozens of possible security groups. Read Kaylen's tips.
For Good Measure: Sizing Up Data Quality
As guardians of the database, you provide an essential service to your organization. Your empire is vast—how can you ensure that the data in your fundraising CRM is “good”? Consider the following attributes...
Blackbaud CRM: Five Steps to Re-ignite Your Vision
When your organization first envisioned implementing Blackbaud CRM, you had hopes and dreams for how things would work once you were using the software. Now, after a year of "normalization" and getting used to the basics, it’s a great time to re-ignite the vision, and ensure you and your Blackbaud CRM system have a great relationship.
Your Role in Driving the Software Demo
How preparation can ensure you get the system that best fits your organization's needs.
Teaching New Tricks: Weaning Your Team Off the "Old" System
To ensure a smooth transition from your old system to the new, it is essential to consider the human-side of the project by forming an integrated strategy for promoting user adoption. Here are our tips.
Avoiding the "Order Taker" Trap
End users don’t always realize they are asking Advancement Services to jump through hoops when they ask for something and say they need it “now." How do you break this cycle?
Selecting Your CRM Vendor: Tips for Checking References
Before you sign the contract, find out more about your final CRM vendor candidate using these tactics.
Why Isn't This Done Yet?
Learn why software implementations take longer than they should.