support roundtable: the raiser’s edge weekly wrap-up: your top 5 questions january 22, 2010...

Support Roundtable: The Raiser’s Edge Weekly Wrap-Up:

Your Top 5 Questions

January 22, 2010

Support Roundtable: The Raiser’s Edge Weekly Wrap-Up

Laurel Kenerson & Jennifer Murphy | Page #2 © 2010 Blackbaud


Support Roundtable: The Raiser’s Edge Weekly Wrap-Up: Your Top 5 Questions

Presenters: Laurel Kenerson and Jennifer Murphy, Product Support Leads – Fundraising Solutions

The presentation consists of 5 main topics. We will compile questions during each topic and answer them in an open Q & A after each section. To ask a question in Live Meeting:

1. Click Q & A on the toolbar

2. Type your question in the box

3. Click Ask

We will be emailing you a copy of this presentation, and it is also available for download through this LiveMeeting.



Today’s Agenda How to query on constituents’ total giving within a date range (BB339158)

• Q & A How to prepare Donor Acknowledgement Letters (BB519)

• Q & A How to add a new user in The Raiser’s Edge (BB138504)

• Q & A How to create letters, including letter codes, in Configuration (BB31111)

• Q & A “Error: An ISO country has not been selected for the preferred address of a credit card gift in your EFT b

atch…” (BB707750)

• Q & A Additional Resources More Q & A (time-pending)



How to query on constituents’ total giving within a date range

For reference after this presentation, you can click here to view an informative 3-4 minute demonstration on this procedure!!



How to prepare Donor Acknowledgement Letters




How to add a new user in The Raiser’s Edge




How to create letters, including letter codes, in Configuration




“Error: An ISO country has not been selected for the preferred address of a credit card gift in your EFT batch…”

To help identify a country in Config > International, you can select its name as used by the International Organization for Standardization (ISO). For information about ISO country names, visit

http://www.iso.org/iso/english_country_names_and_code_elements.

The ISO Country field is new in Raiser’s Edge version 7.91.5056.



Additional ResourcesBlogs/Forums: Tips and Tricks: Ringing in the New Year Mail Musings: Labels and Envelopes News You Can Use: Case-Sensitive Passwords in The Raiser's Edge 7.91 Constituent Corner: Creating Letters in Configuration Report Roundup: Do you send donors Annual or End of Year Tax Statements?

FAQs: Raiser’s Edge 7 and Enterprise FAQs

Knowledgebase: http://kb.blackbaud.com

**Click here if you are having trouble logging into our website to access these great resources.**



Support Roundtable: Q&A



How to find or reset your user name and password for Blackbaud's website

To log in: Click 'Please Log In' at the top right of any web page. Enter your website user name and password. Click Login.

To retrieve your user name: On the Log In screen, click 'Need your User Name?' In the Email field, enter your email address and click Submit If the email address you entered is in our records, we will send you an email with your User Name. The email also includes a link to reset

your password, if applicable. If the email address you entered is not in our records, the following message will appear: We were unable to find your information. Retype

your Email Address and click Submit. If you need further assistance, contact us.

To reset your password: On the Log In screen, click 'Need your Password?' In the User Name field, enter your website User Name. If you do not know your user name, follow the instructions above. Click Submit We'll display the email address associated with your User Name and ask you to confirm it. If the email address is not yours, click Back in

your browser to enter a different User Name. If the email address is yours, click Submit. You'll receive an email with a link to reset your Password.

Click the link in the email to open the Reset your Password web page. If you receive an error message saying the link is no longer valid, refer to Error: The link provided is no longer valid.

Enter the information requested to reset your Password: • The answer to your security question• The characters as shown on the page• A password that is at least six characters long and does not have any spaces• Re-enter the password

Click Submit You will receive an email confirming that your password was reset To log in, click the Please Log In link in the top right corner

support roundtable: the raiser’s edge weekly wrap-up: your top 5 questions january 22, 2010...

Documents