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Using Default Sets in The Raiser's Edge

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bbcon 2013

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Using Default Sets in The Raiser's Edge

  1. 1. 09/25/2013 1 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 1 Better Manage Data by Using Default Sets in The Raiser’s Edge PRESENTED BY CRAIG HAUBRICH 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 2 Craig Haubrich Craig.Haubrich@Blackbaud.com 800-443-9441 x.3498 Twitter: @craighaubrich • Senior Solutions Engineer at Blackbaud • Product Specialties: The Raiser’s Edge & Blackbaud CRM • Previous Raiser’s Edge customer MEET YOUR PRESENTER
  2. 2. 09/25/2013 2 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 3 Learning Objectives What Is A Default Set? Add or Edit a Default Set Using Default Sets Practical Application of Default Sets Questions AGENDA 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 4 SHOW OF HANDS…
  3. 3. 09/25/2013 3 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 5 WHO HAS BEEN USING THE RAISER’S EDGE FOR YEARS AND HAS CONSISTENTLY DESIRED A WAY TO HAVE DEFAULT VALUES? 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 6 WHO KNOWS WHAT A DEFAULT SET IS?
  4. 4. 09/25/2013 4 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 7 WHO IS USING DEFAULT SETS TODAY? 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 8 Understand what a default set is Learn which records allow a default set to be applied Know how to create and edit a default set Identify when a default set may be useful for data integrity or expediting data entry Establish three practical examples of when a default set is useful LEARNING OBJECTIVES
  5. 5. 09/25/2013 5 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 9 A single default value or group of multiple default values for a record type • A default set may contain values for almost every field on a record • Values from the default set will populate the corresponding fields on a record • You have the option to load only certain default field values or all default field values contained within a default set WHAT IS A DEFAULT SET? 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 10 Standard record types in RE7 • Individual • Organization • Action • Gift • Relationship for Individual Constituent • Relationship for Organizational Constituent Record types from optional modules or The Raiser’s Edge Enterprise • Job • Proposal • Financial Information • Event • Participant RECORD TYPES
  6. 6. 09/25/2013 6 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 11 • From The Raiser’s Edge menu bar: Tools  Organize/Create Defaults - This allows you to access all default sets regardless of record type ADD OR EDIT A DEFAULT SET 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 12 • From a specific record type, select the menu for the record type and select Load Defaults from… - e.g. the Constituent menu on a constituent record or the Gift menu on a gift record - This allows access only to the default set(s) for the type of record you are on ADD OR EDIT A DEFAULT SET
  7. 7. 09/25/2013 7 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 13 USING DEFAULT SETS 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 14 • You may view/use all default sets or only your own USING DEFAULT SETS - GENERAL
  8. 8. 09/25/2013 8 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 15 Default values may be loaded: • Immediately when you select the default set you want to use • From within a record: • You may load default values into all specified fields from a default set or on a field-by-field basis • Use the F2 key to load field-specific values when your cursor is placed into a relevant field • Use Shift + F2 to load all default values from within the set USING DEFAULT SETS - GENERAL 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 16 If there is more than one default set for a record type, you must specify the default set that you want to use If only one default set exists for a record type, the default values are automatically applied when you opt to load defaults USING DEFAULT SETS - GENERAL
  9. 9. 09/25/2013 9 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 17 When applying a gift to an existing registration or membership, gift defaults may be applied to the gift Gift default sets may be associated with event records or membership categories When prompted to associate a gift with an outstanding registration or lapsed membership, select yes and then select the appropriate registration or membership USING DEFAULT SETS – EVENTS AND MEMBERSHIPS 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 18 DEFAULT SETS IN ACTION!
  10. 10. 09/25/2013 10 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 19 EXAMPLE #1: ADDRESSEES & SALUTATIONS 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 20 Craig Haubrich Craig Haubrich Craig Haubrich Craig Haubrich ADDRESSEES AND SALUTATIONS
  11. 11. 09/25/2013 11 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 21 Mr. Craig Haubrich Craig R. Haubrich Mr. Craig R. Haubrich Mr. Craig Haubrich & <Spouse> ADDRESSEES AND SALUTATIONS 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 22 • <First Name> <Last Name> Craig Haubrich • <Title 1> <First Name> <Last Name> Craig Haubrich • <Title 1> <First Name> <Middle Initial> <Last Name> Craig Haubrich • <Title 1> <First Name> <Last Name> <and> <Spouse Title 1> <Spouse First Name> <Spouse Last Name> Craig Haubrich ADDRESSEES AND SALUTATIONS
  12. 12. 09/25/2013 12 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 23 Pre-formatted addressee and salutation formulas tend to stay in the database but may not reflect your organization’s intended usage of addressee and salutation types A constituent record doesn’t show the full formula and only shows the output of the format based upon the data elements populated on the constituent record ADDRESSEES AND SALUTATIONS 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 24 • A constituent default set populating the correct formulas into the addressee and salutation fields on a constituent record The Solution? ADDRESSEES AND SALUTATIONS
  13. 13. 09/25/2013 13 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 25 EXAMPLE #2: CENTRALIZED RECORD MANAGEMENT 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 26 Examples • Marking a record deceased • Merging a duplicate record • Marrying two constituents • Recording an organization merger/acquisition CENTRALIZED RECORD MANAGEMENT Use a default set for an action to request a record update that may only be done in a centralized manner
  14. 14. 09/25/2013 14 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 27 Add an action to the constituent record that requires the update Use a default set to assign the action to the designated staff member and auto- populate the relevant fields on the action to facilitate the record update CENTRALIZED RECORD MANAGEMENT 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 28 EXAMPLE #3: CONTACT REPORTS
  15. 15. 09/25/2013 15 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 29 Create an action and populate default values for • Category • Solicitor • Reminder defaults for each solicitor or by contact report type • Note text with headers for key sections such as narrative and next step(s) CONTACT REPORTS 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 30 EXAMPLE #4: GIFT FIELDS
  16. 16. 09/25/2013 16 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 31 Many organizations track additional gift details as gift attributes These are added manually during gift entry Use a default set to pre-populate the attribute categories and descriptions when possible GIFT FIELDS 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 32 TWEET ABOUT YOUR SESSION Raiser’s Edge default sets are a great way to speed up data entry! #blkbre #bbcon
  17. 17. 09/25/2013 17 09/25/2013 Better Manage Data by Using Default Sets in The Raiser’s Edge 33 QUESTIONS? Craig Haubrich Craig.Haubrich@Blackbaud.com (800) 443-9441 x.3498 Twitter: @craighaubrich

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