NEW Raisers Edge Tips & Tricks Chelsea DeRoch #bbcon2017 - - PowerPoint PPT Presentation

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Nov 05, 2023 334 likes •598 views

NEW Raisers Edge Tips & Tricks Chelsea DeRoch #bbcon2017 Level of Experience? 1. Im new to Raisers Edge. 2. I use Raisers Edge regularly, but am self -taught or taught by a colleague on only the areas I need. 3. Im pretty

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Chelsea DeRoché

NEW Raiser’s Edge Tips & Tricks

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Level of Experience?

1.I’m new to Raiser’s Edge. 2.I use Raiser’s Edge regularly, but am self-taught or taught by a colleague on only the areas I need. 3.I’m pretty experienced, but I’m here at BBCON for MORE! 4.I read the User Guides for fun. In fact, I could lead this session!

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Database View

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Shortcut Keys

F1 Help
F2 Apply defaults
F3
Today’s Date
Same surname as spouse
F5 Note Time Stamp
F7
Opens Calendar
Opens Search
Opens Code Table
F8
Switch to/from Constituent

Window in Batch

AddressAccelerator

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Default Sets

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User-Defined Business Rules

Be Creative!!

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Query List – Change Log

Right click>Change Log

View menu>Change Log

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Query Favourites

One-time set up saves tons of time and effort later.

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Batch Global Change

Click in column to change. Tools>Global Change ________ Select value and whether to overwrite existing values.

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Legend/Columns

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Keeping Organised

Query/Export Category Dividers Code Table Dividers Sort with most-used at top Prefixes for sorting

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Reprint a Receipt

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Exporting Standard Reports to Excel

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Exporting Standard Reports to Excel

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Plug-Ins

Remove Blank Address Lines Mark Phones Primary

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Web View (NXT)

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Communication Preference Alerts

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Prospect Status Alerts

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Configuring Received/Committed Revenue

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Attachments

Constituents
Opportunities (Proposals)
Gifts
Actions
Campaigns
Funds
Appeals

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Custom Areas in Map Filters

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Online Express

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Adding Photos on Thank You Emails

Ctrl+V

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Transaction Options

Strategically use transaction

ptions to batch gifts together,

even when not using bulk processing.

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Did that leave you inspired, wired, or fired up? Tell us in a session survey on the mobile app, and you’ll be entered to win a complimentary pass to bbcon 2018!