Welcome to the The Raiser's Edge 7.82. Before you begin to use the program, please take a moment to review the following notes, which highlight some of the new features and enhancements. It is important to share this information with all Raiser's Edge users in your organization. A shortcut to the Release Notes for The Raiser's Edge has been added to your desktop, so you can access these notes at any time.

The Raiser's Edge Screens

  • You can now maximize more screens in various areas of the program, including Records, Query, Export, and Import.

Microsoft Office Integration

  • The Raiser’s Edge is now compatible with Microsoft Office 2007. If you use Office 2007, you must download Collaboration Data Objects, version 1.2.1, from www.microsoft.com to be completely compatible with The Raiser’s Edge.

Blackbaud NetCommunity Integration

  • If you integrate Blackbaud NetCommunity with The Raiser’s Edge 7.82, you can easily view information from Blackbaud NetCommunity within The Raiser's Edge. On a constituent record, the new NetCommunity tab displays information about the constituent’s activity as a user on your Blackbaud NetCommunity website.

  • You can now view or specify whether a gift, event registration, membership transaction, or volunteer job request was originally downloaded from Blackbaud NetCommunity.

  • You can also include additional information from Blackbaud NetCommunity in queries and exports in The Raiser’s Edge.

  • If you integrate, the Online vs. Offline Giving Report is now available. Accessed through Reports on the Raiser’s Edge bar, this financial report enables you to compare gifts received through your Blackbaud NetCommunity website with constituent giving through other means during a time period you define. The exact data included depends on your parameter tab settings. For more information, see the Reports Guide.

  • For more information about Blackbaud NetCommunity integration enhancements, see the New Features and Enhancements chapter of the 7.82 Update Guide.

CounterPoint SQL Integration

  • With The Raiser's Edge 7.82, you can transfer organization constituents from The Raiser's Edge to CounterPoint SQL and download organization membership and donation transactions. For more information, see the CounterPoint SQL Integration Guide.

Records

Constituents -

  • On the Appeals tab of a constituent record, four new columns have been added: Marketing Segment, Marketing Source Code, Mailing ID, and Finder Number. These columns capture information related to your organization’s direct marketing fundraising initiatives and can be used to receive data from Blackbaud Direct Marketing. For more information about the Appeals tab, see the Attributes, Notes, Media, & Appeals chapter of the Constituent Data Entry Guide. For more information about Blackbaud Direct Marketing, see the Blackbaud Direct Marketing documentation.

Events -

  • If you have the optional module Event Management, you can now easily change a guest record to a registrant record. From the menu bar of a guest record, select Participant, Convert to Registrant. For more information, see the Event Management Data Entry Guide.

  • When you register a participant for a grouped event and the participant is already registered for an event in the group, the event’s checkbox on the Select Events screen of the grouped event registration wizard is automatically marked and disabled. For more information, see the Multiple Registration for Grouped Events chapter of the Event Management Data Entry Guide.

MatchFinder Database -

  • If you have the optional module MatchFinder,  you can now access information in the MatchFinder database directly from The Raiser’s Edge. You can also use the cross-reference tool to easily link organizations in The Raiser’s Edge to company records in the MatchFinder database. For more information, see the MatchFinder Guide.

Query, Export, and Import

  • In The Raiser's Edge 7.82, several field names in Query, Export, and Import have been changed for consistency. Review the table in the 7.82 Update Guide for the field name in each module prior to this release and the new field names in the Updated Field Name column.

  • In the Summary Information, Summary For Gift node, the Total Amount field has been renamed. This field is now Total Amount of Gifts. In addition, you can also access this field from the Gifts node.

  • New fields have been added to Import for integration with Blackbaud Direct Marketing. For more information, see the New Features and Enhancements chapter of the 7.82 Update Guide.

Mail

  • In Mail, when you select a font for a mailing such as a label or card, you can now view the appearance of the fonts as you select one. In the Form font field, the drop-down menu displays each font name in its own typeface.

  • The Internal Revenue Service (IRS) now requires that a donor who receives good or services in excess of $75 in exchange for a single donation also receives written disclosure of the value of the benefits received. When you generate receipts in Mail, you can now select whether to print the value of the benefits the constituent receives for the gift on the receipt. For more information, see the Mail Guide.

Batch

  • You can now use International Automated Ticket Systems (IATS), owned by Ticketmaster, to authorize and process direct debit transactions as well as credit card transactions in The Raiser’s Edge. To process your direct debit gifts through IATS, you do not need to install additional software. Simply set up an account with IATS/Ticketmaster, set a few options in Configuration, and begin to create direct debit transmission files in Batch. For more information, see theElectronic Funds Transfer (EFT) Guide.

Admin

  • A user's password can now have up to 50 characters, but must have a minimum of 8 characters.

  • You can now assign security privileges by action type. This limits access to sensitive information in your actions. For more information about security, see the Security chapter of the Configuration & Security Guide.

NetSolutions

NetEvents -

  • On the new Order events in a group screen, you can determine the order in which you want a selected group of events to appear on your web page. This screen appears if you select the Select Event Group on the Publish an Event to the Web screen. For more information, see the NetEvents chapter in the NetSolutions Guide.

NetMail -

You can now use the following options in NetMail:

  • The Send copy of email to From address option copies the sent message to the email address included in the From field.

  • The Send copy of email to this address option copies the sent message to another email address. A field appears with this option, allowing you to enter the email address to which you want a copy sent.

  • The Do not send a copy of this email option sends the message to only those addresses included in the selected export file.

For more information, see the NetMail chapter in the NetSolutions Guide.

Dashboard

  • You can now share Dashboard pages with users who have security rights to view dashboards. To do this, click the new Sharing button on the action bar.

  • Users in the security group for a shared Dashboard page can select to view the dashboard on his or her Dashboard page. To do this, click the new Select Shared Dashboards button on the action bar.

  • In addition, several dashboards have been enhanced with the ability to filter by using a query. For more information, see the Dashboard Guide.

Plug-Ins

  • Use the new Copy User Settings utility to copy a user’s preferences, Home page, and dashboards for another user. You access the utility from the Plug-Ins page. For more information, see Plug-Ins, Copy User Settings in The Raiser's Edge help file.

  • To measure nonprofit growth and help nonprofits increase giving at a faster pace the Association of Fundraising Professionals (AFP) developed the Fundraising Effectiveness Project (FEP) survey. The Fundraising Effectiveness Project Plug-in in The Raiser’s Edge 7.82 enables you to submit your data to AFP electronically. For more information, see Plug-Ins, Fundraising Effectiveness Project in The Raiser's Edge help file.

API for Advanced Application Development

  • If you use API for Advanced Application Development, a new batch wrapper class exists for you to access the API. The wrapper, along with a limited number of other classes, exposes the Batch DLLs that provide a way for you to programmatically drive gift batch. The API Essentials Guide includes new code samples that use the new wrapper to drive gift batch through The Raiser’s Edge API.

The Raiser's Edge User Guides

  • The Raiser's Edge user guides are available only from Blackbaud's website; they are no longer included in the software. If you have problems accessing the user guides, send an email to userguides@blackbaud.com.