Seven Data Issues to Look for When Converting from The Raiser’s Edge
Implementing a new CRM system can be a long and complicated process. One of the biggest hurdles can be cleaning, converting, and mapping data from a legacy system into a new CRM. Conversion to a new system provides an ideal opportunity to clean and organize your constituent data. In this blog, we lay out key data issues to look for when converting from The Raiser's Edge.
The Giving Pyramid—An Essential Part of Any Capital Campaign
If you’re about to launch a major capital campaign, it’s crucial that you have the right data and tracking tools in place to ensure you’re headed towards success. For most organizations, the Giving Pyramid is essential...
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.