Have you ever struggled finding business relationships because they aren’t linked to an organization record? This common problem occurs when business relationships are created as non-constituent relationships. This relationship choice doesn’t allow you to see...
Recently, an ImportOmatic user had an interesting issue with profiles. There was a 2-pass import setup, using a Skip Row dictionary to find and except all rows containing organization donors. The problem was occurring with the second profile. The second profile was...
Many organizations must change their processes to match out-of-the-box software functionality. Can you relate? Many of us can! But, what would happen if you considered customizing software to match your processes? Did you know that Raiser’s Edge and Financial Edge...
Export is a new feature that allows ImportOmatic to use a connector to export data from Raiser’s Edge™ to another system. For example, you may export Raiser’s Edge data to a ticketing system, a retail point of sale system, or even an ftp folder. Export is free and is...
Congratulation on your ImportOmatic purchase! We are excited for you to harness the power of getting your data in and out of Raiser’s Edge™! Regardless of where you are in the implementation process, forward thinking on how you will leverage ImportOmatic is...
Hello my fellow Financial Edge™ users! That time of year is fast approaching and it is time to begin getting ready for 2016. Now that 2015 is almost complete, it is time to begin planning for closing the year. There are a few things to consider when closing out...
