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Using Default Sets in The Raiser's Edge
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Transcript of Using Default Sets in The Raiser's Edge
09/25/2013
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09/25/2013Better Manage Data by Using Default Sets in
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Better Manage Data by Using Default Sets in The Raiser’s Edge
PRESENTED BY CRAIG HAUBRICH
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Craig [email protected]
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
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Learning Objectives
What Is A Default Set?
Add or Edit a Default Set
Using Default Sets
Practical Application of Default Sets
Questions
AGENDA
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SHOW OF HANDS…
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WHO HAS BEEN USING THE RAISER’S EDGE FOR
YEARS AND HAS CONSISTENTLY DESIRED A WAY TO
HAVE DEFAULT VALUES?
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WHO KNOWS WHAT A DEFAULT SET IS?
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WHO IS USING DEFAULT SETS TODAY?
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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
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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?
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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
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• 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
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• 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
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USING DEFAULT SETS
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• You may view/use all default sets or only your own
USING DEFAULT SETS - GENERAL
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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
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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
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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
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DEFAULT SETS IN ACTION!
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EXAMPLE #1: ADDRESSEES & SALUTATIONS
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Craig Haubrich
Craig Haubrich
Craig Haubrich
Craig Haubrich
ADDRESSEES AND SALUTATIONS
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Mr. Craig Haubrich
Craig R. Haubrich
Mr. Craig R. Haubrich
Mr. Craig Haubrich & <Spouse>
ADDRESSEES AND SALUTATIONS
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• <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
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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
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• A constituent default set populating the correct formulas into the addressee and salutation fields on a constituent record
The Solution?
ADDRESSEES AND SALUTATIONS
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EXAMPLE #2: CENTRALIZED RECORD
MANAGEMENT
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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
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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
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EXAMPLE #3: CONTACT REPORTS
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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
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EXAMPLE #4: GIFT FIELDS
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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
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TWEET ABOUT YOUR SESSION
Raiser’s Edge default sets are
a great way to speed up data
entry! #blkbre #bbcon
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QUESTIONS?
Craig [email protected]
(800) 443-9441 x.3498
Twitter: @craighaubrich