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

NEW Raiser’s Edge Tips & Tricks Chelsea DeRoché #bbcon2017

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! #bbcon2017

Database View #bbcon2017

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 #bbcon2017

Default Sets #bbcon2017

User-Defined Business Rules Be Creative!! #bbcon2017

Query List – Change Log Right click>Change Log or View menu>Change Log #bbcon2017

Query Favourites One-time set up saves tons of time and effort later. #bbcon2017

Batch Global Change Select value and Click in column to change. whether to overwrite Tools>Global Change ________ existing values. #bbcon2017

Legend/Columns #bbcon2017

Keeping Organised Prefixes for sorting Code Table Dividers Sort with most-used at top Query/Export Category Dividers #bbcon2017

Reprint a Receipt #bbcon2017

Exporting Standard Reports to Excel #bbcon2017

Exporting Standard Reports to Excel #bbcon2017

Plug-Ins Remove Blank Address Lines Mark Phones Primary #bbcon2017

Web View (NXT) #bbcon2017

Communication Preference Alerts #bbcon2017

Prospect Status Alerts #bbcon2017

Configuring Received/Committed Revenue #bbcon2017

Attachments • Constituents • Opportunities (Proposals) • Gifts • Actions • Campaigns • Funds • Appeals #bbcon2017

Custom Areas in Map Filters #bbcon2017

Online Express #bbcon2017

Adding Photos on Thank You Emails Ctrl+V #bbcon2017

Transaction Options Strategically use transaction options to batch gifts together, even when not using bulk processing. #bbcon2017

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! #bbcon2017