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...
Ask Me Anything: Forecasting
Forecasting can be a tedious process, but it is well worth the effort to get it right! Here are some things to keep in mind when you’re creating your forecasts for the upcoming season.
Maximize Blackbaud CRM: How to use Smart Query to analyze your data
You know how to create ad-hoc queries in Blackbaud CRM. You assign parameters, set your outputs, run your results, rinse and repeat. But, what if you want to dig a bit deeper into a query to further analyze data within that set? That’s when you want to use Smart Query.
Organizational Readiness: The five Cs
Let our five Cs of organizational readiness guide your team's conversation at the next planning meeting.
Ask Me Anything: Corporate Social Responsibility
What can be done differently to get people to give? The tricky thing is, you can't really force someone to donate...
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.
Do you need this CRM customization? Four things to think about.
Getting a new customization can be exciting, but without the right preparation you could miss an opportunity to optimize your software’s potential. Consider these four points before getting the customization you’ve had in mind...