Conversion Guide

012512

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Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this

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consequential damages resulting from any defect or omission in this manual, even if advised of

the possibility of damages.

In the interest of continuing product development, Blackbaud, Inc., reserves the right to make

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Blackbaud, Inc.

All other products and company names mentioned herein are trademarks of their respective

holder.

RE7-Conversion-2012

Contents

HAT

HIS

UIDE

?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

III

ONVERSION

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Pre-Conversion Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Running the Conversion Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Verifying Your Converted Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

The Raiser’s Edge 6 Post Conversion Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

What To Do after a Successful Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Post-Conversion Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Field Mapping Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

NDEX

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199

iiichapter

What Is In This Guide?

In the Conversion Guide, you learn detailed information about converting from version 6 of The Raiser’s Edge to

version 7.

• “Pre-Conversion Checklist” on page 4

• “Running the Conversion Program” on page 5

• “Verifying Your Converted Data” on page 17

• “The Raiser’s Edge 6 Post Conversion Utility” on page 19

• “What To Do after a Successful Conversion” on page 35

• “Post-Conversion Checklist” on page 46

• “Field Mapping Guide” on page 49

How Do I Use These Guides?

The Raiser’s Edge 7 user guides contain examples, scenarios, procedures, graphics, and conceptual information.

Side margins contain notes, tips, warnings, and space for you to write your own notes.

To find help quickly and easily, you can access the Raiser’s Edge 7 documentation from several places.

User Guides. You can access PDF versions of the guides by selecting Help, User Guides from the shell menu bar

or by clicking Help on the Raiser’s Edge bar in the program. You can also access the guides on our Web site at

www.blackbaud.com. From the menu bar, select Support, User Guides.

In a PDF, page numbers in the Table of Contents, Index, and all cross-references are hyperlinks. For example,

click the page number by any heading or procedure on a Table of Contents page to go directly to that page.

Help File. In addition to user guides, you can learn about The Raiser’s Edge 7 by accessing the help file in the

program. Select Help, The Raiser’s Edge Help Topics from the shell menu bar or press F1 on your keyboard

from anywhere in the program.

Narrow your search in the help file by enclosing your search in quotation marks on the Search tab. For

example, instead of entering Load Defaults, enter “Load Defaults”. The help file searches for the complete

phrase in quotes instead of individual words.

1chapter

Conversion

Pre-Conversion Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Running the Conversion Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Converting on Machines with Dual Athlon Processors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Verifying Your Converted Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Checking Database Integrity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Creating Queries, Exports, and Crystal Reports in Version7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Printing Queries and Reports in Version 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

The Raiser’s Edge 6 Post Conversion Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Step 1: Deceased, Inactive, No Valid Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Step 2: Solicit Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Step 3: Completed Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Step 4: Head of Household . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Step 5: Primary Addressee and Primary Salutation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Step 6: Education Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Step 7: Volunteer Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Step 8: Gift Record Cardholder Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Step 9: Regenerate Distributions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Step 10: Data Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Step 11: Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Post-Conversion Details Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

What To Do after a Successful Conversion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Addresses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Alumni School/College Default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Credit Card Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Crystal Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Installing Crystal Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Duplicate Constituent Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Events. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Field Characteristics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Gift Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

International Address Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Mail Merge Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Mailings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Membership Card Name Default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Membership Gift Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Point of Sale. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Queries and Exports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Relationship Education Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Samples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

School Name Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

HAPTER

Security Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Soft Credit Spouses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

User Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

User Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Post-Conversion Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Field Mapping Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Constituent Biographical Information for Individuals (Bio 1 and Bio 2 Tabs) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Constituent Biographical Information for Organizations (Bio 1 tab and Bio 2 Tabs) . . . . . . . . . . . . . . . . . . . . . . . . . 58

Address Information for Individuals and Organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Individual Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Organization Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Address Types Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

International Address Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Additional Address Information – Alternate Addresses, Contacts, Business, Spouse, Spouse Business . . . . . . 69

Phone Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Constituent Bank Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Business Information for Individuals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Education Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Education Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Employ Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Constituency Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Spouse Information for Individual Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Contact Information on Organization Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Addressees/Salutations for Individuals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Relationship Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Affiliation Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Constituent Appeal Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Constituent Notepad Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Gift Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Split Gifts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

GL Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Reversals And Adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Write – Offs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Stock and Sale of Stock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Matching Gift Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Honor/Memorial Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Recurring Gift information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Gift Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Actions Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Action Attributes Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Media Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Constituent Attribute Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Constituent Solicitor Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Assigned Solicitors Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Constituent Solicitor Information continued . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Honor/Memorial Optional Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Volunteer Optional Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Volunteer Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Prospect Research Optional Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Membership Optional Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . 140

Events Optional Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Campaigns, Funds, and Appeals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Appeals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

ONVERSION

Campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Export . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Query . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Procedures

Establishing a database for The Raiser’s Edge 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Working with the Migrate Database Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Working with the Attach Database Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Checking database integrity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Running the Raiser’s Edge 6 Post Conversion Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Uninstalling Crystal Reports 7 (or lower) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Installing Crystal Reports Standard 8.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Before you begin the conversion process, take time to thoroughly research and plan for the new features and

functionality in The Raiser’s Edge by reading the Conversion Planning Guide. Like building a home, the most

important first step is a solid foundation. If you carefully plan and prepare your data for the conversion using the

information in the Conversion Planning Guide, you can successfully convert to The Raiser’s Edge 7.

HAPTER

The first step is to upgrade your database to version 6.42. If you currently have version 6.42 installed, you can

install The Raiser’s Edge 7. You can then convert the information in your version 6.42 database to version 7. For

more information about installing version 7, see the Installation Guide.

Your version 6.42 database uses the SQL Anywhere database created by Sybase, Inc., to store information.

The Raiser’s Edge 7 uses a Microsoft SQL Server Desktop Engine database. This version of SQL Server works with

Raiser’s Edge databases smaller than 1.8 GB. The Raiser’s Edge 7 installation (for your conversion) process

confirms your database size before the software installation begins. If your Raiser’s Edge database exceeds this

limit, the installation terminates. You must purchase and install Microsoft SQL Server Standard Edition before

continuing with the installation and conversion process. You must also use SQL Server Standard Edition if you have

more than ten concurrent users.

The SQL Server Raiser’s Edge database is fast and efficient. In addition, with the SQL Server Raiser’s Edge

database, you do not have to stop your database to back up your data. You can create backups while the

database is running in version 7. For more information about SQL Server and the SQL Server Desktop Engine, see

the Installation Guide.

In this guide, we take you through the actual conversion process and explain how to verify your data and

determine the success of your conversion. We also explain how global change selections you make using the

Post-Conversion Utility affect your data. Once the conversion completes, you can further organize and customize

your database.

If you have any questions about the location of information in your database, you can use the field-mapping

section to find the name and location of each field in version 7 that corresponds to the fields in your version 6.42

database.

Pre-Conversion Checklist

Once you complete the items listed in the “Data Preparation” and “Planning Is Key” checklists in the Conversion

Planning Guide, you are ready to begin the actual conversion process. Read the following pre-conversion

checklist items and mark each item in the list once you complete the task.



Inform all users to exit The Raiser's Edge database. You cannot work in the program until the conversion

process completes.



Make a complete, valid backup of your version 6.42 database. To successfully back up your data, shut down

the SQL Anywhere database.



Determine the amount of free disk space. The following disk space requirements are subject to change. We

strongly recommend you visit our Web site at www.blackbaud.com to view detailed system requirements

before you convert.

During the conversion, the program creates temporary files in the conversion process. For a successful

conversion, you must have free disk space equivalent to your 6.42 database, plus seven times the size of this

database, plus an additional 500 MB of free disk space available.

Note: Information in this guide is subject to change. Please visit our Web site at www.blackbaud.com to view

the most current information before you begin planning your conversion to The Raiser’s Edge 7. We

recommend periodically visiting our Web site during your planning process to view updated requirements or

additional conversion information.

Note: If you have any questions concerning your conversion, contact [email protected].

Warning: Having enough free disk space is essential for a successful conversion. Before you convert, view the

most up-to-date system recommendations.To access our system recommendations on the Web, select System

Recommendations from the Support menu at www.blackbaud.com.

ONVERSION

For example, if your current database is 200 MB, you need at least 200 MB (the size of the database), plus 1.4

GB (seven times the database size), plus an additional 500 MB of free disk space for a minimum of 1.9 GB

available for the conversion process. The recommended available disk space is an estimate only. If your

organization converts multiple databases to The Raiser’s Edge 7, you must convert each database

individually, so you must determine the amount of free disk space needed for each database you want to

convert.

Again, the recommended disk space stated is an average and may not be great enough for your conversion.

Visit www.blackbaud.com to view detailed system requirements.



Copy and save your version 6.42 database to a separate location. We recommend you run the conversion

using this database copy.



Exit all Windows applications on the workstation where you are installing The Raiser's Edge version 7. We

recommend you run the conversion program on a local computer.



Close any virus scan programs. Virus detection programs can interpret the conversion process as

contamination of existing files on the disk.



Close any screen saver programs. Screen savers can cause memory conflicts.



Close the Microsoft Office toolbar, if present, to prevent interference with the installation of some files.



Run the Database Validation utility in Database Administration for your version 6.42 database. For

information about running the Database Validation utility, see the Conversion Planning Guide.



If errors appear in the Database Validation, run the Database Rebuild utility for your database. If no errors

appear, do not rebuild your database. This is the first step in converting to version 7.



Make a second backup of your version 6.42 database once you run the Database Validation utility.



Stop The Raiser’s Edge version 6.42 database engine before you convert. If the system is configured for

multiple Blackbaud databases, you only need to stop The Raiser’s Edge 6.x database.



If you use the network versions of Blackbaud’s General Ledger or Education Administration, start your

General Ledger or Education Administration database before you begin the conversion.



If you have Blackbaud’s Point of Sale, you should process the Update The Raiser’s Edge wizard, accessed from

the Point of Sale screen, to update all records from Point of Sale 6 to The Raiser’s Edge version 6.42.



Academy Manager is not supported with The Raiser’s Edge version 7.71. The Raiser’s Edge 7.71 integrates

with The Education Edge version 7.5. For more information about the release of The Education Edge 7.5, visit

www.blackbaud.com.



If you are converting on a machine running dual Athlon processors, you need to disable one of the processors

during the conversion and then enable it again once the conversion is complete. For more information, see

“Converting on Machines with Dual Athlon Processors” on page 17.

Running the Conversion Program

Before you run the conversion program, carefully read the Conversion Planning Guide. Remember, the

conversion process takes time. The length of time required depends on the number of records in your database

and the hardware you currently use, so schedule the conversion at a convenient time for your organization.

We recommend running the conversion on the fastest computer possible and in a local environment. When the

conversion completes, you can familiarize yourself with the converted data and explore the new features of

The Raiser’s Edge 7.

Warning: If you use the network version of Blackbaud’s General Ledger, your General Ledger database

should be running when you begin the conversion.

HAPTER

 Establishing a database for The Raiser’s Edge 7.7

The following procedure is for both standalone and network users going from The Raiser’s Edge for Windows

6.4 to The Raiser’s Edge 7.7.

1. Access the Getting Started screen.

• Standalone users, from your desktop, double-click the Raiser’s Edge shortcut.

A screen appears allowing you to Migrate an Existing Database or open The Raiser’s Edge using The

Raiser’s Edge Sample Database.

Select Migrate an Existing Database. A message appears, informing you the Blackbaud Management

Console will launch.

Click OK to access the Getting Started screen. Proceed to step 2.

• Network users, from your desktop, double-click the Blackbaud Management Console shortcut. The

Getting Started Screen appears.

ONVERSION

2. The option you select on the Getting Started screen depends on what you want to accomplish:

• To manually migrate your ASA database into MSDE, click Migrate a Database, and click Begin. The

Migration Database Wizard appears. See the next procedure, “Working with the Migrate Database

Wizard” for detailed instructions about this wizard.

• If you have an existing Raiser’s Edge SQL Server database that you want to connect to the

management console for use in The Raiser’s Edge 7.7, select Attach a Database. The Attach Database

Wizard appears. See “Working with the Attach Database Wizard” on page 12 for detailed instructions

about this wizard.

 Working with the Migrate Database Wizard

1. From the Getting Started screen, select Migrate a Database.

2. Click Begin. The Migrate Database Wizard opens.

HAPTER

3. From the Welcome to the Migrate Database screen, click Next.

The Select Source Database screen appears.

4. In the Select ASA database to migrate field, enter the location of the ASA database you want to migrate.

You can use the browse button to locate the database.

5. Click Next.

ONVERSION

6. The Select Destination Database screen appears.

7. If you are using the Raiser’s Edge 7 database installed with the program, select Use local RE7 database

server and proceed to step 8 in this procedure.

If you have a separate instance of Microsoft SQL Server installed that you want to use instead, choose

Select a different SQL Server instance and perform the following steps.

a. Click Next. The Server Information screen appears.

All registered servers appear in the Select Server box. A registered server is any server on your

system controlled by SQL Server Management tools.

HAPTER

b. If the server you want to use does not display in the Select Server box., click Available to access a list

of all SQL Servers available on your network.

All available servers appear, and the button changes to read Registered.

c. In the Select Server frame, select the server to which you want to migrate your database.

d. In the Login information frame, select the type of authentication you want to use. Select Use

Windows authentication if you have SQL Server Standard/Enterprise Edition configured to work

with Windows authentication. This allows you to log into the server using the same Login name and

Password you use to log into your system. Select Use SQL Server authentication if you established a

authentication, and you want that login information used to access your server.

e. If you select Use SQL Server authentication, you must enter a Login name and Password for the

server.

f. After you select a server, click Test to check the server connection. If the connection fails, check the

Warning: If you are not using the MSDE version of SQL Server included with The Raiser’s Edge 7.7 and your

server is setup for Window Authentication only, you must use the SQL Enterprise Manager to add users to The

Raiser’s Edge. For more information, see the documentation included with your SQL Server software.

ONVERSION

8. Click Next to continue. The Database Information screen appears.

9. In the Path for migrated database field, enter a location for the database. You can use the browse button

to map to the location. The folder you browse to must already exist.

10. In the Name for migrated database field, enter a name for the database. The name you enter is used to

identify the database in the Blackbaud Management Console.

11. In the Description for migrated database field, enter a description of the database. This description

appears on your workstations’ database selection screen, helping your workstation users identify the

database.

12. Click Migrate to continue. A processing screen appears while the database is migrated.

HAPTER

Once the migration is complete, the final screen of the Migrate Database Wizard displays.

13. Click Finish to complete the Migrate Database Wizard and return to the the Blackbaud Management

Console screen.

You can begin working in The Raiser’s Edge 7.7.

 Working with the Attach Database Wizard

1. From the Getting Started screen, select Attach a Database.

2. Click Begin. The Attach Database Wizard opens.

Warning: Even if you are running a full version of SQL Server 2000 Standard or Enterprise, you must attach

databases to The Raiser’s Edge using the Blackbaud Management Console. If you do not use the management

console, you cannot access the databases from The Raiser’s Edge.

ONVERSION

3. From the Attach Database Wizard screen, click Next.

The Select Server screen appears.

4. If you are using the Raiser’s Edge 7 database installed with the program, select Use local RE7 database

server and proceed to step 5 in this procedure.

If you have a separate instance of Microsoft SQL Server installed that you want to use instead, choose

Select a different SQL Server instance and perform the following steps.

HAPTER

a. Click Next. The Server Information screen appears

All registered servers appear in the Select Server box. A registered server is any server on your

system controlled by SQL Server Management tools.

b. If the server you want to use does not display in the Select Server box, click Available to access a list

of all SQL Servers available on your network. All available servers appear, and the button changes to

read Registered.

c. In the Select Server frame, select the server to which you want to create a new database.

d. In the Login information frame, select the type of authentication you want to use. Select Use

Windows authentication if you have SQL Server Standard/Enterprise Edition configured to work

with Windows authentication. This allows you to log into the server using the same Login name and

Password you use to log into your system. Select Use SQL Server authentication if you established a

authentication, and you want that login information used to access your server.

ONVERSION

e. If you select Use SQL Server authentication, you must enter a Login name and Password for the

server.

f. After you select a server, click Test to check the server connection. If the connection fails, check the

5. Click Next. The Database Information screen appears.

6. In the Attach field, select the type of Raiser’s Edge 7.7 database you want to attach: an Existing

database, or if you have a backup of a 7.7 database that you want to attach, select From backup file.

7. In the Path to existing database field, enter the path to where the database you want to attach is located.

8. In the Name for existing database field, enter a name for the database.

9. In the Description for existing database field, enter a description of the database to help users identify

the data contained in the database. For example, if this is sample data you use for in-house training, you

can enter that information here.

Warning: If you are not using the MSDE version of SQL Server included with The Raiser’s Edge 7.7 and your

server is setup for Window Authentication only, you must use the SQL Enterprise Manager to add users to The

Raiser’s Edge. For more information, see the documentation included with your SQL Server software.

HAPTER

10. If you have changed the default location of your existing database, click the To adjust file location(s) link

(located on top of the Path to existing database field). The Database Information screen appears.

11. Specify the current location of the database by double-clicking the file.

12. Click the To return to the previous screen link to return to the Database Information screen.

13. Click Next to continue. The selected database is attached and a confirmation screen appears.

14. Click Finish.

When you return to the Blackbaud Management Console screen, the database you just attached appears

under the product to which you attached it.

15. You can now open The Raiser’s Edge and start working in the newly attached database.

ONVERSION

Converting on Machines with Dual Athlon Processors

If you run your database migration on a dual processor Athlon machine, the migration process may freeze. The

resolution is to disable one of the processors during the migration and then enable it again after the migration is

complete.

If you want to use only one processor of a multi-processor machine, use the

numproc boot.ini

switch.

1. Start a command session (Click Start, select Run, and enter cmd.exe).

2. Go to the root of the C drive.

3. Use the following command to modify the

boot.ini

file so it is not a system file, not hidden, and not

read-only:

C:\> attrib boot.ini -r -s -h

4. Open the file in Notepad:

C:\> notepad boot.ini

5. Locate the entry that starts the operating system and add

/numproc=1

to the end. For example, the

entry may look something like this:

multi(0)disk(0)rdisk(0)partition(1)\WINNT="Microsoft Windows 2000

Professional" /fastdetect /numproc=1

6. Save the change and exit Notepad.

7. Use the following command to reset the

boot.ini

attributes:

C:\> attrib boot.ini +r +s +h

8. Reboot the computer. The operating system detects and uses the first processor.

You can now run the conversion program. After the conversion completes, you can change the settings

back to enable both processors.

Verifying Your Converted Data

Once the conversion process completes, we recommend you verify data has converted properly. In this section,

we explain the steps you can take to determine the success of your data conversion.

Checking Database Integrity

The Blackbaud Management Console enables you to easily check the integrity of your database. In addition to

verifying that your data converted properly, we also recommend you run this utility before making any major

changes to your system, such as hardware or software upgrades.

 Checking database integrity

1. Confirm all users are logged out of the database.

2. Double click the Blackbaud Management Console icon on your desktop. The Blackbaud Management

Console screen appears.

HAPTER

3. From the Blackbaud Management Console screen, select the Maintenance category in the tree view of

the products pane. The Maintenance screen appears in the right pane.

4. In the Check Integrity frame in the right pane, click Check. A confirmation message appears.

5. Click Yes to check your database. You return to the Blackbaud Management Console screen. The program

tracks the progress of the database check at the top of this screen.

When the process is compete, details about the procedure appear at the top of the Blackbaud

Management Console screen.

The word “Succeeded” appears next to the Result field.

6. Click the “X” in the upper right corner to exit the Blackbaud Management Console.

ONVERSION

Creating Queries, Exports, and Crystal Reports in Version 7

Because queries, exports, and reports in your version 6.42 database do not convert to version 7, we explain how

to create control reports for each in the Printing Control Reports for Queries, Exports, and Crystal Reports section

of the Conversion Planning Guide. Using the control report information, you can now recreate the queries,

exports, and Crystal reports you use on a regular basis in version 7.

Printing Queries and Reports in Version 7

In the Conversion Planning Guide, we recommend you print several queries and reports to compare the

information with the query and report output in version 7. Now, you can print these same queries and reports in

version 7 and compare the results with the queries and reports you printed before converting.

The Raiser’s Edge 6 Post Conversion Utility

After you validate the data in your version 7 database, you can use the Post-Conversion Utility to globally change

the location of attributes, constituent codes, and other information in the version 7 database. Although you can

continue to use attributes and constituent codes to add information to a constituent record, you now have the

option of entering some of this information in corresponding fields in version 7. The Post-Conversion Utility

guides you through the process of globally moving certain information to fields created specifically for this data.

However, you are not required to move data to a new location.

We recommend you complete each step in the Post-Conversion Utility and carefully review the summary of

selected changes in Step 11 before applying the changes to your database. By reviewing the summary before

applying global changes, you can make sure you include the proper information.

You can run the Post-Conversion Utility at any time. If you decide to move attributes, constituent codes, or other

information at a later date, you can use the Post-Conversion Utility to make these changes. Once the changes are

complete, you can print a control report or create queries containing the changed records. Before you run the

Post-Conversion Utility, we suggest you back up your version 7 database.

 Running the Raiser’s Edge 6 Post Conversion Utility

Note: Information in this guide is subject to change. Please visit our Web site at www.blackbaud.com to view

the most current information before you begin planning your conversion to The Raiser’s Edge 7. We

recommend periodically visiting our Web site during your planning process to view updated requirements or

additional conversion information.

Warning: Before you run the Post-Conversion Utility, we suggest you back up your version 7 database. You

need a current copy of your data in case the conversion process is interrupted. Once you perform a backup of

your data, do not make additions or changes to the backup files.

HAPTER

1. From the Raiser’s Edge bar, select Plug-Ins. The Plug-Ins page appears.

2. Click Raiser’s Edge 6 Post Conversion Utility. The Post-Conversion Utility Welcome screen appears.

3. Click Next. The following pages detail the steps to complete the utility.

Step 1: Deceased, Inactive, No Valid Address

You can click Back or Next to navigate the Post-Conversion Utility screens.

ONVERSION

In the first step of the Post-Conversion Utility, you can move constituent attributes or constituent codes that

indicate a constituent is deceased, inactive, or has no valid address to the corresponding fields in version 7.

Constituent Field column. The Constituent Field column lists the fields in version 7 to which you can move

attributes or constituent codes with corresponding information. The available selections are Constituent is

deceased, Constituent is inactive, and Constituent has no valid address. In version 7, the Constituent is

deceased checkbox appears on the Bio 1 tab of the constituent record. The Constituent is inactive and the

Constituent has no valid address checkboxes appear on both the Bio 1 tab and Org 1 tab of the constituent

record.

Base On column. In the Base On column, you can select the information on which to base the change. You can

select <None>, Constituent attributes, or Constituent codes from the list. If you select <None>, no change

occurs and the Selected Values column is disabled. If you select Constituent attributes, or Constituent codes,

the Selected Values column is enabled. Your selection in the Base On column determines the values available

in the Selected Values column. If you select Constituent attributes, only attributes are available in the

Selected Values column. If you select Constituent codes, only constituent codes are available in the Selected

Values column.

Selected Values column. From the Selected Values column, you can determine which attributes or

constituent codes you created in version 6.42 correspond to the entry in the Constituent Field column. For

example, your organization uses the attribute Not Active to indicate a constituent is no longer active in your

organization. To move the attribute of Not Active to the corresponding field in version 7, you select

Constituent attributes in the Base On column and Not Active from the attributes list in the Selected Values

column. During the global change process, the attribute Not Active moves to the corresponding Constituent

is inactive checkbox and that checkbox is marked.

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

HAPTER

Step 2: Solicit Codes

From the Step 2 screen, you can select the attributes or constituent codes you want to base the information in

the Solicit Code field on.

Solicit Code column. In the Solicit Code column, you can select each solicit code with a corresponding

attribute or constituent code in your version 6.42 database. For example, you may have created an attribute

of One solicitation annually. This attribute remains on the records of these constituents after the conversion.

Because version 7 has a Solicit Code field on the Bio 1 or Org 1 tab of the constituent record, you may want to

move this attribute to the Solicit Code field.

Base On column. In the Base On column, you can select the information on which to base the change. You can

select <None>, Constituent attributes, or Constituent codes from the list. If you select <None>, no change

occurs and the Selected Values column is disabled. If you select Constituent attributes or Constituent codes,

the Selected Values column is enabled. Your selection in the Base On column determines the values available

in the Selected Values column. If you select Constituent attributes, only attributes are available in the

Selected Values column. If you select Constituent codes you can search for constituent codes used to define

constituent solicit preference.

Note: You can continue to use the attribute “Special Mailing Types” instead of converting this attribute to the

Solicit Code field. In Mail, you can exclude records based on attributes. Therefore, having this information as

an attribute in your database may make creating specific mailings easier.

Note: You can click Back or Next to navigate the Post-Conversion Utility screens.

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

ONVERSION

Selected Values column. From the Selected Values column, you can determine which attributes or codes you

created in version 6.42 correspond to the entry in the Constituent Field column. For example, your

organization may use an attribute One solicitation per year to indicate a constituent should be asked to

contribute to your organization only once each year. To move the attribute of One solicitation per year to the

corresponding table entry in version 7, you select Constituent attributes in the Base On column and One

solicitation per year from the attributes list in the Selected Values column. During the global change process,

the attribute One solicitation per year moves to the corresponding Solicit Code field on the Bio 1 or Org 1 tab

of the constituent record.

Step 3: Completed Actions

In Step 3, you can determine which actions are marked as completed and you can select the date to use as the

completion date. In version 6.42, you use the selections in the Status field on the action record to show whether

or not an action was completed. For example, to indicate that an action, such as a phone call, a lunch meeting, or

a letter has been completed, you select Closed in the Status field.

The action record in version 7 contains an Action completed on checkbox and date field. Because the action

record in version 6.42 does not have fields that correspond to the Action completed on checkbox and date field

in version 7, you must use the information in the Status field to determine whether or not to mark the Action

completed on checkbox.

In Step 3 of the Post-Conversion Utility, you can select the action status used to indicate the completion of an

action in version 6.42 to globally mark the Action completed on checkbox in version 7. Then, you can determine

the date to appear in the Action completed on date field by selecting the date on the action record, the date the

action record was last changed, or the current date.

Mark actions with a status of checkbox. Mark this checkbox to enable the status and date fields. If you

mark this checkbox, you must select an action status in the Mark actions with a status of field and a date in

the Copy to the ‘Completed’ on date field.

Note: You can click Back or Next to navigate the Post-Conversion Utility screens.

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Mark actions with a status of field. You can select the action status you want to mark as completed. In

version 7, you can mark the Action completed on checkbox and enter a completion date. Because no fields in

version 6.42 correspond to the completion checkbox and date field, you can base the completion information

on the action status and you can select a date to use as the completion date. For example, if you want all

actions with a status of Closed to be marked as completed in version 7, you can select Closed in the Mark

actions with a status of field on this screen.

Copy to the ‘Completed’ on date field. Once you select an action status to define as completed in

version 7, you can select a date to appear in the completion date field. The available selections are Action

date, Last changed date, or Today’s date. If you have additional date attributes defined for actions, these

attributes also appear in the selections. If you select Action date, the date entered in the Action Date field of

the action record appears as the completion date in version 7. Last changed date uses the most recent date a

change occurred to the record. If you select Today’s date, the current date appears in the date field. For action

date attributes, the date type defined for the action attribute appears as the completion date.

Step 4: Head of Household

For constituents in your database who share the same address, you may have created a Head of Household

attribute or constituent code in version 6.42 to designate the head of household. By specifying a head of

household, you can determine which individual is the primary constituent. For example, Mary Jacobs and her

husband Mark are constituents in your database who share the same address. Mary is active in your organization

and she donates several large gifts each year. Her husband Mark occasionally volunteers for events. Because

Mary is more involved and consistently contributes gifts to your organization, you want to make her the head of

household.

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

ONVERSION

In version 7, you can specify the head of household for constituents who share the same address by marking the

This individual is the “Head of Household” checkbox on the spouse relationship record. In Step 4 of the

Post-Conversion Utility, you can select the attribute or constituent code used to indicate that a constituent is the

head of household in version 6.42 to mark the head of household checkbox for all qualifying constituents in

version 7. You can only designate constituents in your database as a head of household. Spouses entered on the

Spouse tab must have a constituent record to be marked as a head of household.

Relation Field column. The Relation Field column contains the entry Head of Household. This field appears as

the This individual is the “Head of Household” checkbox on the Individual Relationship screen for a spouse in

version 7. You can add a spouse to a constituent record from either the Bio 1 tab or the Relationship tab. The

This individual is the “Head of Household” checkbox is available only if the individual relationship is a spouse

and the spouse is also a constituent.

Base On column. In the Base On column, you can select information on which to base the change. You can

select <None>, Constituent attributes, or Constituent codes from the list. If you select <None>, no change

occurs and the Selected Values column is disabled. If you select Constituent attributes or Constituent codes,

the Selected Values column is enabled. Your selection in the Base On column determines the values available

in the Selected Values column. If you select Constituent attributes, only attributes are available in the

Selected Values column.

Selected Values column. From the Selected Values column, you can determine which attributes or

constituent codes you created in version 6.42 correspond to the entry in the Relation Field column. For

example, your organization uses the constituent code of HH to indicate a constituent is the head of

household. To move the constituent code to the corresponding field in version 7, you select Constituent code

in the Base On column and HH from the constituent code list in the Selected Values column. During the global

change process, the constituent code HH moves to the corresponding field — the This individual is the “Head

of Household” checkbox — and the checkbox is marked. Click the binoculars in the Selected Values column to

search for the attribute or constituent code used to define the head of household.

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

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Step 5: Primary Addressee and Primary Salutation

In version 6.42, you cannot specify a primary addressee and primary salutation for contacts in your database who

are not constituents. In version 7, you can select a primary addressee and a primary salutation for contacts who

are not constituents in your database, and you can enter additional addressee/salutations for these individuals.

For example, in your version 6.42 database, Robert Jackson is a contact for the organization Jackson & Wright.

Robert’s contact record has the addressee type Contact Addressee (Mr. Robert Jackson) and Contact Salutation

(Mr. Jackson). In Step 5 of the Post-Conversion Utility, you can copy the Contact Addressee and Contact

Salutation formats to the Primary Addressee and Primary Salutation fields in version 7. If your first and second

addressee and salutation selections are not available, you can select to copy the first available addressee and

salutation to the Primary Addressee and Primary Salutation fields in version 7.

Primary Addressee frame. You can enter information to specify the format to appear in the Primary

Addressee field for contacts.

Use this addressee/salutation type field... otherwise use this field. You can select the

addressee/salutation type to appear in the Primary Addressee field for contacts in your database. If the first

addressee/salutation type you choose is not available, the program copies your second selection to the

Primary Addressee field. If your second choice is not available, the program copies the first

addressee/salutation listed in the grid to the Primary Addressee field. For example, if you mark this checkbox

and select Contact Salutation for your first choice and Formal Salutation for your second choice, the program

searches all contact records for these addressee/salutation formats. If the format Contact Addressee does not

appear on the contact record, then the program copies Formal Addressee to the Primary Addressee field.

If the selected types do not exist, copy the first addressee/salutation listed to Primary Addressee

checkbox. Mark this checkbox so a primary addressee appears on the relationship record. If your first and

second addressee/salutation type selections do not appear in the address and salutation grid on the

relationship record, the program copies the first address/salutation type listed on the contact record to the

Primary Addressee field.

Primary Salutation frame. You can enter information to specify the format to appear in the Primary

Salutation field for contacts.

ONVERSION

Use this addressee/salutation type field...otherwise use this field. You can select the

addressee/salutation type to appear in the Primary Salutation field for contacts in your database. If the first

addressee/salutation type you choose is not available, the program copies your second selection to the

Primary Salutation field. If your second choice is not available, the program copies the first

addressee/salutation listed in the grid to the Primary Salutation field. For example, if you mark this checkbox

and select Contact Addressee for your first choice and Formal Addressee for your second choice, the program

searches all contact records for these addressee/salutation formats. If the format Contact Salutation does not

appear on the contact record, then the program copies Formal Salutation to the Primary Salutation field.

If the selected types do not exist, copy the first addressee/salutation listed to Primary Salutation

checkbox. Mark this checkbox so a primary salutation appears on the contact record. If neither your first nor

second addressee/salutation type selections appear in the address and salutation grid on the relationship

record, the program copies the first addressee/salutation type listed in the grid to the Primary Salutation

field.

Step 6: Education Attributes

In version 6.42 you may have created education attributes to track constituent majors and minors. In Step 6, you

can move these attributes to the new Major and Minor grids on the constituent Education record School tab.

Education Field column. The Education Field column lists the fields in version 7 to which you can move

attributes with corresponding information. The available fields are Major(s) and Minor(s). The Major and

Minor grids in version 7 appear on the School tab of the education record. You can access information for the

primary education record by clicking the Education button on the Bio 1 tab of the constituent record. To view

additional education records for the constituent, select Education/Schools on the constituent record

Relationships tab.

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

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Base On column. In the Base On column, you can select the information on which to base the change. You can

select <None> or Education attributes from the list. If you select <None>, no change occurs and the Selected

Values column is disabled. If you select Education attributes, the Selected Values column is enabled and you

can select a corresponding attribute.

Selected Values column. From the Selected Values column, you can determine which attributes you created

in version 6.42 correspond to the entry in the Education Field column. The education attributes grid in 6.42

consists of three columns: Category, Description, and Comments. Perhaps your organization uses Major as an

attribute category. You can select a field of study in the Description column and you can enter any additional

information in the Comments column. To move the attribute of Major to the corresponding grid in version 7,

you select Education attributes in the Base On column and Major from the attributes list in the Selected

Values column. During the global change process, the attribute Major and description move to the

corresponding grid in version 7. Comments are not converted however and do not move to the grid in version

Step 7: Volunteer Module

If you have the optional module Volunteer Management, you can select the attributes or constituent codes your

organization uses to define volunteer types and move this information to the Volunteer Types grid in version 7.

For example, in version 6.42, you may have created an attribute category of Volunteer with attribute descriptions

of Phonathon, Gift Shop, and Information Desk to indicate the different types of volunteers your organization

uses. In version 7, you enter Phonathon, Gift Shop, and Information Desk in the Volunteer Types grid on the

Volunteer tab of the constituent record.

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

ONVERSION

Volunteer Type column. The Volunteer Type column lists the entries available in the Volunteer Types grid in

version 7. By selecting the corresponding attributes or constituent codes you used in version 6.42 in the Base

On column, you can move this information to the Type column of the Volunteer Types grid in version 7. You

can select the same entry in the Volunteer Type column more than once. If you want to select a volunteer

type not listed in this column, you can add a new volunteer type. In version 7, the Volunteer Types grid

appears on the Volunteer tab of the constituent record.

Base On column. In the Base On column, you can select the information on which to base the change. You can

select <None>, Constituent attributes, or Constituent codes from the list. If you select <None>, no change

occurs and the Selected Values column is disabled. If you select Constituent attributes or Constituent codes,

the Selected Values column is enabled. Your selection in the Base On column determines the values available

in the Selected Values column. If you select Constituent attributes, only attributes are available in the

Selected Values column. If you select Constituent codes, you can search for constituent codes used to define

all constituents’ solicit preferences.

Selected Values column. From the Selected Values column, you can determine which attributes or

constituent codes you created in version 6.42 correspond to the entry in the Volunteer Type column. For

example, your organization uses the constituent code PVOL to indicate a constituent is a phonathon volunteer

for your organization. To move the constituent code of PVOL to the Volunteer Types grid in version 7, you

select Constituent codes in the Base On column and PVOL from the constituent codes list in the Selected

Values column. During the global change process, the constituent code PVOL moves to the corresponding

Volunteer Types grid on the Volunteer tab of the constituent record. You can select a value for each volunteer

type used by your organization in version 6.4x.

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

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Step 8: Gift Record Cardholder Name

The Raiser’s Edge 7 includes a Cardholder name field on the gift record when a payment method of credit card is

selected. If you stored this information as an attribute in version 6.4x, in Step 8 you can indicate which

version 6.4x attribute category corresponds with the Cardholder name field.

Gift Field column. The Gift Field column displays the Cardholder name field. By selecting the corresponding

attribute you used in version 6.42 in the Selected Values column, you can move this information to the

Cardholder name field in version 7.

Base On column. In the Base On column, you can select the information on which to base the change. You can

select <None> or Gift attributes. If you select <None>, no change occurs and the Selected Values column is

disabled. If you select Gift attributes, attributes are available in the Selected Values columns.

Selected Values column. From the Selected Values column, you can determine which attribute you created

in version 6.42 corresponds to the Cardholder name entry in the Gift Field column. To move an attribute to

the Cardholder name field in version 7, you select an attribute in the Selected Values column. During the

global change process, the attribute moves to the Cardholder name field on gift record.

Step 9: Regenerate Distributions

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

ONVERSION

General Ledger gift distributions from version 6 do not automatically convert in version 7. In step 9, you can

specify that distributions be regenerated for gifts that were previously posted in version 6. If you want to use

features such as adjustments and reversals in version 7 for gifts that were posted in version 6, mark the

Regenerate distributions checkbox. You do not need to mark the checkbox on this step unless you marked gifts

as “posted” in version 6.

If you are using Blackbaud’s General Ledger, before performing this step, you must configure a link between it

and The Raiser’s Edge and the connection must be active. For information about configuring a link between the

two programs, see the General Ledger section of the Configuration chapter in the Configuration & Security Guide.

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Step 10: Data Processing

In Step 10, you can determine how the constituent and education attributes and constituent codes that were

moved to new fields in version 7 should be processed. You can select to have the information remain as an

attribute or constituent code on the constituent record, or you can delete this information. Deleting the selected

attributes or constituent codes from the constituent record does not delete the table entry for the attribute or

constituent code.

Delete the selected attributes from the records that are changed checkbox. Mark this checkbox to

delete attributes you selected to move to corresponding fields in version 7. If you leave this checkbox

unmarked, the information appears in two places on the constituent record: as an attribute and as a field

value. The checkbox is enabled only if you select to move constituent attributes or education attributes to a

corresponding field in version 7.

Delete the selected constituent codes from the records that are changed checkbox. Mark this

checkbox to delete constituent codes you selected to move to corresponding fields in version 7. If you leave

this checkbox unmarked, the information appears in two places on the constituent record: as a constituent

code and as a field value. The checkbox is enabled only if you select to move constituent codes to a

corresponding field in version 7.

Miscellaneous Information frame. From the Miscellaneous Information frame, you can select various ways

to record the post-conversion global changes. We strongly recommend you mark all checkboxes in the

Miscellaneous Information frame. You can use the control report and queries generated to verify the

converted data in case you have questions concerning which attributes and constituent codes were changed.

Create control report checkbox. Mark the Create control report checkbox to generate a report of all global

changes made once the Post-Conversion Utility has completed processing. You can mark the Preview option

to preview the control report or you can mark the Print option to print a copy of the report. If you do not

mark the Create control report checkbox, you can create a control report once the Post-Conversion Utility

completes processing.

Create query of changed constituent records checkbox. Mark the Create query of changed action

records checkbox to create a query of all action records that are globally changed once the Post-Conversion

Utility completes processing. The checkbox is enabled if the Completed or the Completed on fields change.

The query includes only constituent records with information entered in these fields.

ONVERSION

Create query of changed relationship records checkbox. Mark the Create query of changed

relationship records checkbox to create a query of all relationship records that are globally changed once the

Post-Conversion Utility completes processing. The checkbox is enabled if one of the following fields changes:

Constituent is the “Head of Household”, Primary addressee, or Primary Salutation. The query includes only

constituent records with information entered in these fields.

Create query of changed action records checkbox. Mark the Create query of changed constituent

records checkbox to create a query of all constituent records that are globally changed once the

Post-Conversion Utility completes processing. The checkbox is enabled if one of the following fields changes:

Constituent is deceased, Constituent is inactive, Constituent has no valid address, Solicit Code, Major, or

Minor. The query includes only constituent records with information entered in these fields.

Create query of changed gift records checkbox. Mark the Create query of changed gift records

checkbox to create a query of all gift records that are globally changed once the Post-Conversion Utility

completes processing. The checkbox is enabled if an attribute from version 6.4x is transferred to the

Cardholder name field on the version 7 gift record. The query includes only gift records with information

entered in this field.

Step 11: Summary

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

Warning: We recommend you complete each step in the Post-Conversion Utility and review the summary

information in Step 11 before clicking Change Now. When you click Change Now, the program applies all

selections made from the global change screens. No changes are made to your database until you click Change

Now.

HAPTER

You can view each selection you made in the Post-Conversion Utility from the Summary screen. Click Print

Change Options to print a control report of the global changes selected. Once you review the summary

information, click Change Now to globally change the information you selected. For each query you selected to

create from the Data Processing screen in Step 10, a Save Static Query As screen appears for you to enter query

information.

Post-Conversion Details Report

The Post-Conversion Details report provides conversion statistics. If you do not mark the Create control report

checkbox in Step 10, you can click the Preview Report button on this screen to generate a control report.

Warning: We recommend you back up your version 7 database once you complete the changes in the

Post-Conversion Utility.

ONVERSION

Constituents Processed display. You can view the total number of constituents, both active and inactive, in

the Constituents Processed display.

Constituents Changed display. The total number of constituents with changes to one of the following fields

appears in the Constituents Changed display: Constituent is deceased, Constituent is inactive, Constituent

has no valid address, Solicit Code, Major, or Minor.

Relationships Changed display. In the Relationships Changed display you can view the total number of

relationship records with one of the following fields changed: Constituent is the “Head of Household”,

Primary addressee, or Primary Salutation.

Actions Processed display. You can view the total number of actions in your database in the Actions

Processed display.

Actions Changed display. The Actions Changed display presents the total number of records with the

Completed field or the Completed on field changed.

What To Do after a Successful Conversion

Once you have converted your database, verified the data, and organized the information in version 7 using the

Post-Conversion Utility, you can further customize your database by entering information that did not convert. In

the Conversion Planning Guide, we recommend steps to take before you convert so you can easily recreate

settings in version 7. Now, you can enter this information in your version 7 database.

Actions

Version 7 contains the new action field, Category. Because actions entered in version 6.42 convert as Task/Other

category actions in version 7, you can now select the appropriate category for each converted action in your

database.

The action type selected in the Action Type field in your version 6.42 database converts to the Action type field in

version 7.

Addresses

Type of Mail selections in version 6.x convert as attributes on the address Attributes tab in version 7. The

attribute category is Special Mailing Info, and the description is the mail type. You may want to review this

information on several records, or create a query to group records based on this attribute.

The preferred address in version 7 appears on the Bio 1 tab and is the address most commonly associated with

the constituent. To determine the preferred address, the conversion searches each constituent’s addresses in

this order: primary (Bio 1 tab), business, and spouse business. The first address marked as All Mail becomes the

preferred address in version 7.

If none of the addresses are marked as All Mail, the first one marked to receive Selected Mail becomes the

preferred address. If no addresses are marked as either All Mail or Selected Mail, the address on the Bio 1 tab in

version 6.x becomes the preferred address in version 7.

All Mail, Selected Mail, and No Mail convert as follows.

• All Mail: The Send mail to this address checkbox is marked in version 7. This option is on the More screen for a

selected address.

Note: Information in this guide is subject to change. Please visit our Web site at www.blackbaud.com to view

the most current information before you begin planning your conversion to The Raiser’s Edge 7. We

recommend periodically visiting our Web site during your planning process to view updated requirements or

additional conversion information.

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• Selected Mail: The Send mail to this address checkbox is marked in The Raiser’s Edge 7. The Type of Mail

selections in version 6.x convert as attributes on the address Attributes tab in version 7. The attribute category

is Special Mailing Info, and the description is the mail type.

• No Mail: The Send mail to this address checkbox is unmarked in version 7.

Alumni School/College Default

The school name you select in the Alumni School/College field on the General 1 tab in Configuration in version

6.42 does not convert to version 7. You can now enter a default school name in Configuration. From the

Raiser’s Edge bar, select Config. The Configuration page appears. From the Configuration page, click Business

Rules. From the Business Rules tree view, select Alumni options. You can enter defaults for the class year format,

school name, and constituent code.

Credit Card Numbers

If you marked the Validate Credit Card Numbers checkbox on the Configuration Preferences tab in version 6.42,

this setting does not convert to version 7. Once the conversion completes, you can select a Business Rule for

credit card validation in Configuration in version 7. From the Configuration page, click the Business Rules link.

From the Business Rules tree view, select General. You can mark one of the following When saving a constituent

or gift, if credit card number is invalid options: Do not allow record to be saved, Display warning, or Save record

anyway.

Crystal Reports

The Raiser’s Edge 7 uses Crystal Reports Standard 8.5. The report formats in Crystal Standard 8.5 are different

from the Crystal Reports available in The Raiser’s Edge version 6.42, so Crystal Reports do not convert to

version 7. You can recreate your Crystal Reports using the information in the Export Control Report and the

Crystal Report Definition report you printed in version 6.42.

It is important to remember that because data exports differently from The Raiser’s Edge version 7 than version

6.42, the formulas you used in Crystal 6.0 may change when you recreate them for Crystal Standard 8.5. For

example, the formula “if not isnull(City) then xxx” in Crystal 6.0 does not work in Crystal Standard 8.5 because of

the way the data exports. For The Raiser’s Edge 7, the equivalent formula is “if City <>= (is not blank)”.

Additionally, before installing the 8.5 version of Crystal Reports Standard, you must uninstall any earlier versions

of the software existing on your computer. For more information, contact Raiser’s Edge Support at

[email protected].

Installing Crystal Reports

The Raiser’s Edge 7 supports Crystal Reports 8.5. The Crystal Reports Standard CD is included in your Raiser’s

Edge 7 installation package. Before installing the 8.5 version of Crystal Reports Standard, you must uninstall any

earlier versions of the software existing on your computer. The following two procedures take you step by step

through first the uninstalling process and then the 8.5 installation process.

 Uninstalling Crystal Reports 7 (or lower)

Note: If you have SQL Server Standard or Enterprise edition and want to report directly from your SQL Server

database, you can purchase Crystal Reports Professional. For more information about Crystal purchase

options, email [email protected].

Note: Before installing the 8.5 version of Crystal Reports Standard, you must uninstall any earlier versions of

the software existing on your computer.

ONVERSION

1. From the Start menu, select Settings, Control Panel. Select Add/Remove Programs. The Add/Remove

Programs screen appears.

2. Locate and select Seagate Crystal Reports 7 (or lower).

3. Click Change/Remove. A message appears, asking you to confirm you want this program removed.

4. Click Yes. The uninstall process begins.

You may receive messages asking if you want shared files removed.

5. Even if the message suggests the file may no longer be needed, we recommend saying No to All and not

uninstalling any shared files.

The deleting process continues.

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A message appears, telling you when the uninstall is complete.

6. Click OK. You return to the Add/Remove Programs screen.

7. To close the Add/Remove Programs screen, click Close.

8. You are now ready to install Crystal Reports Standard 8.5.

 Installing Crystal Reports Standard 8.5

1. Install the Crystal Reports Standard CD included with your Raiser’s Edge update package. Set up should

start automatically. If it does not, you can access the “setup.exe” from Explorer.

2. The program searches your computer, trying to locate any existing versions of Crystal Reports.

If an existing version is found, the program recommends exiting the setup procedure and uninstalling the

older version.

ONVERSION

If no existing version is found, a screen appears welcoming you to the Crystal Reports for Blackbaud

Installation Wizard.

3. Click Next. A screen appears displaying the License Agreement.

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4. Select I accept License Agreement and click Next. A screen appears asking you to select an installation

type.

5. Because Typical is the easiest and most common type of installation, select Typical.

6. In the Destination Folder frame, enter where on your computer you want to install Crystal Reports. You

can accept the default location, or click Browse to map to a new location.

7. Click Next. A screen appears, asking you to confirm you are ready to install Crystal Reports.

Note: For a detailed explanation of each installation type, see the Crystal Reports documentation, accessed

from the company’s Web site www.crystaldecisions.com.

ONVERSION

8. Click Next. The installation process begins. A screen appears, tracking the installation progress.

A screen appears, telling you when the installation process is complete.

9. Click Finish.

10. To open Crystal Reports, from the Start menu, click Programs, Crystal Reports for Blackbaud.

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Constituent Duplicate Criteria

If you change information in the Individual Duplicate Criteria grid and the Organization Duplicate Criteria grid in

Configuration in version 6.42, the information does not convert to version 7. Instead, the system default settings

appear in the grid. You can enter the duplicate criteria you wrote down before converting in the version 7

database. From the Configuration page, click the Business Rules link. From the Business Rules tree view, select

Criteria, Individuals. Enter the duplicate criteria you want to use in duplicate searches for individuals. From the

Business Rules tree view, select Criteria, Organizations. Enter the duplicate criteria you want to use in duplicate

searches for organizations.

Events

To avoid losing any information, all events entered in version 6.42 convert to the Sporting event category in

version 7. Once the conversion completes, you can select the appropriate event type for each converted event:

Sporting event, Dinner, Class, or Other.

Field Characteristics

Fields defined as hidden or required in version 6.42 revert to the original settings in the conversion. Table lookup

values convert, but you must mark the Lookup checkbox in Configuration in version 7 for the field values to

display as a lookup table. Use the field settings you wrote down before converting to define fields in version 7 as

hidden, required, or as table lookups. Renamed fields convert to the program-defined field name in version 7, so

you can change the field name to the name you created in the earlier database version. Click the Fields link on the

Configuration page to access field characteristics.

Gift Types

The gift types of Cash, Stock/Property, Gift-in-Kind, and Other in version 6.42 convert directly to the Gift type

field on the Gift tab of a gift record in version 7.

The gift type of Pledge converts directly from version 6.42 to version 7. For pledges with more than 999

installments, the 1000th installment and above do not convert. The sum of all installments for the 1000th

installment and above are added to the 999th installment. This total is linked to the same fund that the 999th

installment is for.

Gift distributions from version 6 do not automatically convert in version 7. To regenerate gift distributions, use

the post-conversion utility. For more information, see “The Raiser’s Edge 6 Post Conversion Utility” on page 19.

International Address Fields

In version 6.42, the database version determines the address fields available. For example, a US database

contains address fields specific to the United States. All address fields for a specific version appear for

international addresses in the database, even if the fields do not apply to the country selected.

For example, in the US version 6.42 database, the County field appears for a New Zealand address. New Zealand

addresses do not contain counties, but the United States uses this format. Because the US version of the

database contains a County field, a New Zealand address in the database also contains the field even though the

address information does not apply to this country.

Note: Information in this guide is subject to change. Please visit our Web site at www.blackbaud.com to view

the most current information before you begin planning your conversion to The Raiser’s Edge 7. We

recommend periodically visiting our Web site during your planning process to view updated requirements or

additional conversion information.

ONVERSION

In version 7, address fields are specific to the country selected on the constituent record address screen. For

example, in the US version 7 database, a constituent record with a New Zealand address has address fields that

apply to New Zealand address formats. Information entered in address fields in version 6.42 that does not apply

to the specific country converts as an address attribute.

Address fields converted as address attributes vary depending on the country associated with the database and

the country selected on the constituent record address screen. Once you convert, you can view address

attributes from the constituent record Bio 1 or Org 1 tab, More button, Attributes tab.

Mail Merge Documents

A mail merge document combines text entered in a word processing application with fields from The Raiser’s

Edge 7. In version 7, certain field names have changed and many new fields have been added. These changes

affect merge documents during the conversion process. Now you can create new mail merges and replace the

merge fields with the new fields in version 7.

In version 7, you can export information to a word processing application from Mail or Export. To create a mail

merge document using a letter you previously created, open and save the letter with a new name. Create the

export files you want to merge with the document text in Mail or Export. Attach the exported data as a merge file

to the letter. Open the letter and replace the existing merge fields with the new version 7 merge fields.

You can automate mail merges in The Raiser’s Edge 7 from the Letter menu of a constituent record or from the

Letters link of Configuration. Browse to a letter you previously created and select the version 7 fields you want to

correspond to the merge fields in the document.

Microsoft Word versions 2000 and higher are tightly integrated with The Raiser’s Edge version 7. This integration

enables you to move seamlessly through the process of creating the data file in The Raiser’s Edge, creating the

documents in Word, and automatically processing the mail merge to create your custom letters. For more

information, see the Mail Merge with Microsoft Word chapter of the Raiser’s Edge & Microsoft Office Integration

Guide.

Mailings

You determine the information to include in mailings by applying parameters. Parameters are filters, fields,

options, or checkboxes that limit the information included in mailing functions. The parameters you define in

version 6.42 do not convert to version 7. Use the parameter information you wrote down before converting to

enter parameter files for your organization's mailings in version 7.

Membership Card Name Default

The membership card name default you select in version 6.42 does not convert to version 7. Now the conversion

is complete, you can select a membership card name default for version 7. From the Configuration page, click the

Business Rules link. From the Business Rules tree view, select Name display, Membership. From the Default

Membership Card Addressee/Salutation frame, mark Use addressee from Configuration and select the

appropriate default name format from the Use addressee from Configuration field.

Note: Information in this guide is subject to change. Please visit our Web site at www.blackbaud.com to view

the most current information before you begin planning your conversion to The Raiser’s Edge 7. We

recommend periodically visiting our Web site during your planning process to view updated requirements or

additional conversion information.

HAPTER

Membership Gift Defaults

The fund defaults for membership categories do not convert to version 7. In version 7, you can enter gift defaults

for memberships linked to gifts, including a default fund. From the Configuration page, click the Membership

Categories link. Open a membership category and select the Default Settings tab. Click Gift Defaults to view the

default sets available. Open the appropriate default set and enter a default fund for the gift in the Fund field.

Point of Sale

Point of Sale 7 has several new features, including an option in the Update the Raiser’s Edge wizard that updates

email addresses and phone numbers from Microsoft Retail Management System to The Raisers’s Edge 7, and the

ability to add new customers created in Microsoft Retail Management System as constituents in The Raiser’s

Edge.

You must upgrade to Microsoft Retail Management System (formerly called QuickSell Commerce) before you can

use Point of Sale 7. You can perform the upgrade before or after you install Point of Sale 7. For more information

about Point of Sale in version 7 and upgrading Microsoft Retail Management System, see the Point of Sale Guide.

Profiles

Profiles you create in version 6.42 do not convert to version 7. Use the Profiles you printed before converting to

recreate your Profiles in version 7. In version 7, you access Profiles from Reports.

Queries and Exports

Version 7 includes new fields, and you can enter or select more than one value in certain fields. Because the

results of queries and exports are based specifically on field criteria, queries and exports do not convert. Use the

Query Control Report and the Export Control Reports you created in version 6.42 to recreate your queries and

exports in version 7.

Relationship Education Information

In version 7, converted Alumni Information for relationships appears on a relationship record and School name is

a required field. If a school name was not entered on the Configuration General tab in version 6.42, the school

name for the relationship education record in version 7 appears as Conversion None. You can enter the

appropriate school name in the School name field for each of these records.

Reports

You determine the information to include in reports by applying parameters. Parameters are filters, fields,

options, or checkboxes that limit the information included in reports. The parameters you define in version 6.42

do not convert to version 7. Use the parameter information you wrote down before converting to create report

parameter files in version 7.

Note: The links between the database and reports available in the program have changed in version 7, so you

cannot make changes to .rpt files for canned reports.

ONVERSION

Samples

The Raiser’s Edge includes samples of actual working queries, exports, reports, custom views, business rules, and

letters you can use with your live database. When upgrading to The Raiser’s Edge 7.x from a previous Raiser’s

Edge 7 version, samples of new functions in The Raiser’s Edge are automatically installed to your database during

the upgrade. To install samples for functions that existed prior to this version, such as queries and exports, you

must use the Sample Installer. You can also use the Sample Installer to view all your currently installed samples.

To access the Sample Installer, from the shell menu bar, select Tools, Install Samples. For a new installation of

The Raiser’s Edge 7, all samples are automatically installed.

School Name Table

In version 6.42, the lookup table value selected in the School Name field on the education record has only a long

description. In version 7, you can select either a long or short description for school name lookup table values.

From the User Options General tab, select the default description for the School Name table in version 7.

Security Groups

Although your security groups in version 6.42 convert to version 7, you must reestablish the rights for each group.

Use the security information you wrote down before converting to establish rights for each security group in

version 7. You can access the Security link from Administration.

For individuals who are members of multiple security groups, access to specific information in version 7 is based

on the most restrictive group privileges. For example, you add Anne Sinclair as a member of two security groups

in version 7. As a member of Group A, Anne is not restricted from viewing any notepad types. However, as a

member of Group B, Anne cannot view Director’s Notes. Although Anne has permission to view Director’s Notes

as member of Group A, she can never have access to this notepad type because as a member of Group B, her

access to Director’s Notes is restricted. Therefore, whenever an individual is a member of more than one security

group and different privileges are defined for each of these groups, the most restrictive group privilege applies.

Because field level changes and changes to the database structure in version 7 affect certain security options you

selected in version 6.42, you must consider these changes when you recreate your organization’s security groups.

For more information about security groups, see the Security chapter of the Configuration & Security Guide.

Soft Credit Spouses

For relationships who are also constituents in your database in version 7, you can globally mark the

Automatically soft credit this individual for gifts checkbox on the constituent record Spouse screen if you have

the proper security rights. To globally mark the Automatically soft credit this individual for gifts checkbox, create

a query of these relationship records. From Administration, click the Globally Change Records link. From the

Constituent entry in the records tree view, highlight Individual/Contact/Employee Relationship and select New

Change from the toolbar. From the Global Change screen, click Include to search for the query of relationships

you created. From the Available Fields frame, select Automatically Soft credit gifts. From the Edit Change

Parameters screen, select Add in the Operation field and select Checked in the Add field. For more information

about globally changing records, see the Globally Change Records chapter of the Global Add, Delete, & Change

Guide.

Tables

The table sort order you select in version 6.42 does not convert to version 7. You can use the Code Tables you

printed before converting to enter the sort order for tables in version 7. We recommend you check the values in

each table once you convert to make sure the table values in version 7 match the table values entered in version

6.42.

HAPTER

User Defaults

You can enter the version 6.42 default value settings you wrote down before converting and enter these default

values in your database. In version 7, you can create groups of related default settings called default sets. By

defining default sets, you can increase the speed of data entry. To create default sets, select Tools,

Organize/Create Defaults from the menu bar in version 7.

User Options

The workstation-based Preferences you set up in version 6.42 are password-based User Options in version 7. Use

the list of Preferences you wrote down before converting to enter this information as User Options. To access

User Options, select Tools, User Options from the menu bar.

Post-Conversion Checklist

Once you complete the conversion process, read the following post-conversion checklist items and mark each

item in the list once you complete the task.



Select an appropriate category for each converted action in your database.



Enter a default school name in Configuration.



Enter the individual duplicate criteria and the organization duplicate criteria you selected in version 6.42 if you

do not want to use the program defaults in version 7.



Enter credit card validation information in Configuration.



Recreate Crystal Reports using the Export Control Reports and Crystal Report Definitions you printed in

version 6.42.



Select an appropriate event type for each of your organization’s events.



Change the settings for fields you want to appear as hidden or required.



Change the name of any system-defined fields in version 7 that you created a different name for in version

6.42.



Recreate mail merge documents.



Recreate mailings using the mail parameters you selected in version 6.42.



Enter the membership card name default you selected in version 6.42.



Set up gift defaults for your membership categories.



Recreate Profiles using the Profiles you printed in version 6.42.



Recreate queries using the Query Control Report you printed in version 6.42.



Recreate exports using the Export Control Reports you created in version 6.42.



Run the same queries, exports, and reports you printed before converting and compare the information in

each.



Enter a school name on the Education record for converted relationship education information.



Recreate reports using the report parameters you selected in version 6.42.



Select to view the short description or long description in table lookups.

Note: Information in this guide is subject to change. Please visit our Web site at www.blackbaud.com to view

the most current information before you begin planning your conversion to The Raiser’s Edge 7. We

recommend periodically visiting our Web site during your planning process to view updated requirements or

additional conversion information.

ONVERSION



Enter security rights for each security group using the information from version 6.42.



Enter the sort order for each table using the Code Tables you printed in version 6.42.



Check your table values to make sure the values match those entered in your version 6.42.



Enter the default value settings from version 6.42 as default sets.



Enter Preferences from version 6.42 in User Options.



Change your backup routines. We recommend you create new backup procedures for your version 7

database. The location of your version 6.42 database file and your version 7 database files may be different.

Make sure your backup software points to the location of all five version 7 data files: re7.db, re_bio.db,

re_temp.db. re_index.db, and re_gift.db. To learn more about backing up your database using the Blackbaud

Management Console, see the Database Administration Guide.

HAPTER

Field Mapping Guide

As you begin to explore The Raiser’s Edge version 7, you will notice that there are many new fields and features.

The Field-Mapping Guide outlines the location of each field in version 6.42 and the corresponding field in

version 7. This section also includes fields new to version 7. Many fields with no equivalent in version 7 convert as

blank or unmarked. You can use this guide as a reference while making the transition from version 6.42 to

version 7. For additional information on how information converts, see the Conversion Planning Guide.

HAPTER

Constituent Biographical Information for Individuals (Bio 1 and

Bio 2 Tabs)

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Import ID Statistics button Import ID File, Properties This is the

system-generated

import ID.

Last Name Bio 1 tab Last Name Bio 1 tab, Name

button

Click Name for all

name fields.

First Name Bio 1 tab First Name Bio 1 tab, Name

button

Click Name for all

name fields.

Middle Name Bio 1 tab Middle Name Bio 1 tab, Name

button

Click Name for all

name fields.

Title 1 Bio 1 tab Title 1 Bio 1 tab, Name

button

Click Name for all

name fields.

Title 2 Bio 1 tab Title 2 Bio 1 tab, Name

button

Click Name for all

name fields.

Suffix 1 Bio 1 tab Suffix 1 Bio 1 tab, Name

button

Click Name for all

name fields.

Suffix 2 Bio 1 tab Suffix 2 Bio 1 tab, Name

button

Click Name for all

name fields.

N/A N/A Aliases Bio 1 tab, Name

button, Aliases tab

Program also adds

maiden name in

6.4x to the Aliases

tab.

Nickname Bio 1 tab Nickname Bio 1 tab

Maiden Name Bio 1 tab Maiden Name Bio 1 tab

Sex Bio 1 tab Gender Bio 1 tab

N\A N\A Solicit Code Bio 1 tab No equivalent field

in 6.4x, so this field

is blank. See “The

Raiser’s Edge 6 Post

Conversion Utility”

on page 19 for

more information.

Constituent ID Bio 2 tab ID Bio 1 tab

Social Security Bio 2 tab SSN Bio 1 tab

Marital Status Bio 2 tab Marital Status Bio 1 tab

Birthplace Bio 2 tab Birthplace Bio 2 tab

Date of Birth Bio 2 tab Birthdate Bio 1 tab

N\A N\A Deceased? Bio 1 tab If a date appears in

the Deceased field

on the Bio 2 tab in

6.4x, this checkbox

is marked. See “The

Raiser’s Edge 6 Post

Conversion Utility”

on page 19 for

other conversion

options.

Deceased Date Bio 2 tab Deceased Date Bio 1 tab If the Deceased?

checkbox is

marked, indicating

yes, then the

program selects the

date entered in the

Deceased field on

the Bio 2 tab.

Spouse Spouse tab Spouse Bio 1 tab, Spouse

button

For detailed spouse

information, see

“Spouse

Information for

Individual Records”

on page 91.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

HAPTER

Address Bio 1 tab Preferred Address Bio 1 tab, More

button

For detailed

address

information, see

“Address

Information for

Individuals and

Organizations” on

page 61.

Phone(s) Bio 1 tab Phones Bio 1 tab For detailed phone

information, see

“Phone

Information” on

page 76.

Constituent is a

solicitor

Solicitor tab Constituent is a

solicitor

Bio 1 tab For detailed

information, see

“Constituent

Solicitor

Information” on

page 126.

N\A N\A Constituent is

inactive

Bio 1 tab No equivalent field

in 6.4x, so this

checkbox is

unmarked. See

“The Raiser’s Edge

6 Post Conversion

Utility” on page 19

for more

information.

N\A N\A Constituent has no

valid addresses

Bio 1 tab No equivalent field

in 6.4x, so this

checkbox is

unmarked. See

“The Raiser’s Edge

6 Post Conversion

Utility” on page 19

for more

information.

N\A N\A Constituent

normally gives gifts

anonymously

Bio 1 tab No equivalent field

in 6.4x, so this

checkbox is

unmarked.

Education button Bio 1 tab Education button Bio 1 tab For detailed

education

information, please

see “Education

Information” on

page 84.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Business button Bio 1 tab Business button Bio 1 tab For detailed

business

information, please

see “Business

Information for

Individuals” on

page 78.

Bank button Bio 1 tab Bank button Bio 1 tab For detailed Bank

information, please

refer to the bank

section.

Employ button Bio 1 tab Business button Bio 1 tab For detailed

Employ

information, please

see “Employ

Information” on

page 86. The

Employ information

is now stored with

the Business

information as a

relationship.

Credit Type Bio 2 tab Card Type Bio 2 tab If you enter a credit

card number, this

field is required in

version 7.

Card Number Bio 2 tab Credit Card No. Bio 2 tab

Expires On Bio 2 tab Expiration Bio 2 tab

N\A N\A Reference (Credit

Card Grid)

Bio 2 tab No equivalent in

6.4x, so this field is

blank.

Target Bio 2 tab Target Bio 2 tab

Income Bio 2 tab Income Bio 2 tab

Ethnicity Bio 2 tab Ethnicity Bio 2 tab

Religion Bio 2 tab Religion Bio 2 tab

Receipt Type Bio 2 tab Receipt type Bio 2 tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

HAPTER

Constituency Bio 2 tab Constituency Bio 2 tab For detailed

constituency

information, see

“Constituency

Codes” on page 91

and “The Raiser’s

Edge 6 Post

Conversion Utility”

on page 19 for

more information.

Constituent is an

Honor/Memorial

Bio 1 tab Constituent is an

honor/memorial

Honor/Memorial

tab

For detailed

honor/memorial

information, please

see the “Tribute”

on page 128.

Sex Bio 1 tab Gender Bio 1 tab

N\A N\A Solicit Code Bio 1 tab No equivalent field

in 6.4x, so this field

is blank. See “The

Raiser’s Edge 6 Post

Conversion Utility”

on page 19 for

more information.

Constituent ID Bio 2 tab ID Bio 1 tab

Social Security Bio 2 tab SSN Bio 1 tab

Marital Status Bio 2 tab Marital Status Bio 1 tab

Birthplace Bio 2 tab Birthplace Bio 2 tab

Date of Birth Bio 2 tab Birthdate Bio 1 tab

N\A N\A Deceased? Bio 1 tab If a date appears in

the Deceased field

on the Bio 2 tab in

6.4x, this checkbox

is marked. See “The

Raiser’s Edge 6 Post

Conversion Utility”

on page 19 for

other conversion

options.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Deceased Date Bio 2 tab Deceased Date Bio 1 tab If the Deceased?

checkbox is

marked, indicating

yes, then the

program selects the

date entered in the

Deceased field on

the Bio 2 tab.

Spouse Spouse tab Spouse Bio 1 tab, Spouse

button

For detailed spouse

information, see

“Spouse

Information for

Individual Records”

on page 91.

Address Bio 1 tab Preferred Address Bio 1 tab, More

button

For detailed

address

information, see

“Address

Information for

Individuals and

Organizations” on

page 61.

Phone(s) Bio 1 tab Phones Bio 1 tab For detailed phone

information, see

“Phone

Information” on

page 76.

Constituent is a

solicitor

Solicitor tab Constituent is a

solicitor

Bio 1 tab For detailed

information, see

“Constituent

Solicitor

Information” on

page 126.

N\A N\A Constituent is

inactive

Bio 1 tab No equivalent field

in 6.4x, so this

checkbox is

unmarked. See

“The Raiser’s Edge

6 Post Conversion

Utility” on page 19

for more

information.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

HAPTER

N\A N\A Constituent has no

valid addresses

Bio 1 tab No equivalent field

in 6.4x, so this

checkbox is

unmarked. See

“The Raiser’s Edge

6 Post Conversion

Utility” on page 19

for more

information.

N\A N\A Constituent

normally gives gifts

anonymously

Bio 1 tab No equivalent field

in 6.4x, so this

checkbox is

unmarked.

N\A N\A Constituent

requests no email

Bio 1 tab No equivalent field

in 6.4x, so this

checkbox is

unmarked.

Education button Bio 1 tab Education button Bio 1 tab For detailed

education

information, see

“Education

Information” on

page 84.

Business button Bio 1 tab Business button Bio 1 tab For detailed

business

information, see

“Business

Information for

Individuals” on

page 78.

Bank button Bio 1 tab Bank button Bio 1 tab For detailed Bank

information, see

“Constituent Bank

Information” on

page 76.

Employ button Bio 1 tab Business button Bio 1 tab For detailed

Employ

information, see

“Employ

Information” on

page 86. The

Employ information

is now stored with

the Business

information as a

relationship.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Credit Type Bio 2 tab Card Type Bio 2 tab If you enter a credit

card number, this

field is required in

version 7.

Card Number Bio 2 tab Credit Card No. Bio 2 tab

Expires On Bio 2 tab Expiration Bio 2 tab

N\A N\A Reference (Credit

Card Grid)

Bio 2 tab No equivalent in

6.4x, so this field is

blank.

Target Bio 2 tab Target Bio 2 tab

Income Bio 2 tab Income Bio 2 tab

Ethnicity Bio 2 tab Ethnicity Bio 2 tab

Religion Bio 2 tab Religion Bio 2 tab

Receipt Type Bio 2 tab Receipt type Bio 2 tab

Constituency Bio 2 tab Constituency Bio 2 tab For detailed

constituency

information, see

“Constituency

Codes” on page 91

and “The Raiser’s

Edge 6 Post

Conversion Utility”

on page 19 for

more information.

Constituent is an

Honor/Memorial

Bio 1 tab Constituent is an

honor/memorial

Honor/Memorial

tab

For detailed

honor/memorial

information, see

the “Tribute” on

page 128.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

HAPTER

Constituent Biographical Information for Organizations (Bio 1

tab and Bio 2 Tabs)

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Import ID Statistic button Import ID File, Properties This is the

system-generated

import ID.

Name Bio 1 tab Name Org 1 tab Click the Name

button for all name

fields.

Alias Bio 1 tab Name Org 1 tab, Name

button, Alias tab

Click the Name

button for all name

fields.

Address

Information

Bio 1 tab Preferred Address Org 1 tab, Address

tab

For detailed

address

information, see

“Address

Information for

Individuals and

Organizations” on

page 61.

Phone(s) Bio 1 tab Phones Org 1 tab For detailed phone

information, see

“Phone

Information” on

page 76.

N\A N\A Solicit Code Org 1 tab No equivalent in

6.4x, so this field is

blank. See “The

Raiser’s Edge 6 Post

Conversion Utility”

on page 19 for

more information.

Organization

Matches Gifts

Bio 1 tab Organization

Matches Gifts

Org 1 tab

Factor Bio 1 tab Factor Org 1 tab

Fiscal Year Starts Bio 1 tab Fiscal year starts Org 1 tab

Max Match Per Gift Bio 1 tab Maximum per gift Org 1 tab

Min Match Per Gift Bio 1 tab Minimum per gift Org 1 tab

Max Match Annual

Per Donor

Bio 1 tab Maximum Annual

per donor

Org 1 tab

Min Match Annual

Per Donor

Bio 1 tab Minimum Annual

per donor

Org 1 tab

Max Match Total

Per Donor

Bio 1 tab Maximum Total per

donor

Org 1 tab

Min Match Total

Per Donor

Bio 1 tab Minimum Total per

donor

Org 1 tab

Match Notes Bio 1 tab Notes… Org 1 tab

Matchfinder Bio 1 tab Matchfinder

Bank button Bio 1 tab Bank button Org 1 tab For detailed bank

information, see

“Constituent Bank

Information” on

page 76.

Parent Corporation Bio 2 tab Parent corporation Org 2 tab

# Employees Bio 2 tab No. Employees Org 2 tab

# Subsidiaries Bio 2 tab No. Subsidiaries Org 2 tab

Income Bio 2 tab Income Org 2 tab

Target Bio 2 tab Target Org 2 tab

Receipt Type Bio 2 tab Receipt type Org 2 tab

Constituent ID Bio 2 tab ID Org 1 tab

N\A N\A Card Type Org 2 tab No equivalent in

6.4x, so this field is

blank.

N\A N\A Credit Card No. Org 2 tab No equivalent in

6.4x, so this field is

blank

N\A N\A Reference (Credit

Card Grid)

Org 2 tab No equivalent in

6.4x, so this field is

blank

Industry Bio 2 tab Industry Org 2 tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

HAPTER

N\A N\A Constituent is

inactive

Org 1 tab No equivalent in

6.4x, so this

checkbox is

unmarked. See

“The Raiser’s Edge

6 Post Conversion

Utility” on page 19

for more

information.

N\A N\A Constituent is a

solicitor

Org 1 tab No equivalent in

6.4x for

organizations, so

this checkbox is

unmarked.

N\A N\A Constituent has no

valid addresses

Org 1 tab No equivalent in

6.4x, so this

checkbox is

unmarked. See

“The Raiser’s Edge

6 Post Conversion

Utility” on page 19

for more

information.

N\A N\A Constituent

normally gives gifts

anonymously

Org 1 tab No equivalent in

6.4x, so this

checkbox is

unmarked.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Address Information for Individuals and Organizations

Individual Addresses

RE 6.42 Field RE 6.42

Location

RE 7 Field RE 7 Location Notes

Individual

Home address

block

Bio 1 tab Address Bio 1 tab, More

button

For more information, see the

Conversion Planning Guide.

Individual

Home

City

Bio 1 tab City Bio 1 tab, More

button

Individual

Home

State

Bio 1 tab State Bio 1 tab, More

button

Individual

Home Province

Bio 1 tab Province Bio 1 tab, More

button

For Canadian versions only. Province

is stored in the State table.

Individual

Home

Zip Code

Bio 1 tab ZIP Bio 1 tab, More

button

Postcode for Canada.

Individual

Home

Country

Bio 1 tab Country Bio 1 tab, More

button

Individual

Home

Type

Bio 1 tab, More

button

Address type Bio 1 tab, More

button

Individual

Home

Info Source

Bio 1 tab, More

button

Info source Bio 1 tab, More

button

Individual

Home

County

Bio 1 tab, More

button

County Bio 1 tab, More

button

Individual

Home

Region

Bio 1 tab, More

button

Region Bio 1 tab, More

button

Individual

Home

CART

Bio 1 tab, More

button

CART Bio 1 tab, More

button

HAPTER

Individual

Home

DPC

Bio 1 tab, More

button

DPC Bio 1 tab, More

button

N\A N\A Set this

address to the

preferred

address

Bio 1 tab, More

button

For more information, see the

Conversion Planning Guide.

Individual

Home

Date From

Bio 1 tab, More

button

Date from Bio 1 tab, More

button

Individual

Home

Date To

Bio 1 tab, More

button

Date to Bio 1 tab, More

button

N\A N\A Seasonal

Address

Bio 1 tab, More

button

This checkbox is marked if seasonal to

or from information is present in 6.x.

Individual

Home

Seasonal From

Bio 1 tab, More

button

Seasonal From Bio 1 tab, More

button

Individual

Home

Seasonal To

Bio 1 tab, More

button

Seasonal To Bio 1 tab, More

button

Individual

Home

Mail to Send

Bio 1 tab, More

button

Send mail to

this address

Bio 1 tab, More

button

This is marked for any address

selected to receive all or selected

mail from 6.4x.

Individual

Home

Type of Mail

Bio 1 tab, More

button

Mail Attributes Bio 1 tab, More

button,

Attributes tab

Mail types from 6.4x are found on the

address Attributes tab for the

corresponding address.

N\A N\A Synchronize

with Individual

Address fields

Bio 1 tab, More

button

N\A N\A Address as it

will be printed

Bio 1 tab, More

button

This box is defined based on data

entered in certain address fields.

RE 6.42 Field RE 6.42

Location

RE 7 Field RE 7 Location Notes

Organization Addresses

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Organization

Business

Address Block

Bio 1 tab Address Org 1 tab, More

button

For more

information, see

the Conversion

Planning Guide.

Organization

Business

City

Bio 1 tab City Org 1 tab, More

button

Organization

Business

State

Bio 1 tab State Org 1 tab, More

button

Organization

Business

Province

Bio 1 tab Province Org 1 tab, More

button

For Canadian

versions only.

Province is stored

in the State table.

Organization

Business

Zip Code

Bio 1 tab ZIP Org 1 tab, More

button

Postcode for

Canada.

Organization

Business

Country

Bio 1 tab Country Org 1 tab, More

button

Organization

Business

Type

Bio 1 tab, More

button

Address type Org 1 tab, More

button

For more

information, see

the “Address

Types” on page 65.

Organization

Business

Info Source

Bio 1 tab, More

button

Info source Org 1 tab, More

button

Organization

Business

County

Bio 1 tab, More

button

County Org 1 tab, More

button

Organization

Business

Region

Bio 1 tab, More

button

Region Org 1 tab, More

button

Organization

Business

CART

Bio 1 tab, More

button

CART Org 1 tab, More

button

HAPTER

Organization

Business

DPC

Bio 1 tab, More

button

DPC Org 1 tab, More

button

N\A N\A Set this address to

the preferred

address

Org 1 tab, More

button

For more

information, see

the Conversion

Planning Guide.

Organization

Business

Date From

Bio 1 tab, More

button

Date from Org 1 tab, More

button

Organization

Business

Date To

Bio 1 tab, More

button

Date to Org 1 tab, More

button

N\A N\A Seasonal Address Org 1 tab, More

button

This checkbox is

marked if seasonal

to or from

information is

present in 6.x.

Organization

Business

Seasonal From

Bio 1 tab, More

button

Seasonal From Org 1 tab, More

button

Organization

Business

Seasonal To

Bio 1 tab, More

button

Seasonal To Org 1 tab, More

button

Organization

Business

Mail to Send

Bio 1 tab, More

button

Send mail to this

address

Org 1 tab, More

button

This is marked for

any address

selected to receive

all or selected mail

from 6.4x.

Organization

Business

Type of Mail

Bio 1 tab, More

button

Mail Attributes Org 1 tab, More

button, Attributes

tab

Mail types from

6.4x are found on

the address

Attributes tab for

the corresponding

address.

N\A N\A Synchronize with

Individual Address

fields

Bio 1 tab, More

button

N\A N\A Address as it will be

printed

Bio 1 tab, More

button

This box is defined

based on data

entered in certain

address fields.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Address Types

The address type is required in version 7. The following table shows the address types assigned to any blank

address type fields during the conversion

Version 7.0 Version 6.4.2 Version 6.4.2

Address Type Record Type Address Location

RE7 Conversion - Org Organization Bio 1 tab

RE7 Conversion - Home Individual Bio 1 tab

RE7 Conversion - Business Individual Bio 1 tab, Business button

RE7 Conversion - Alt Individual Bio 1 tab, Alt button

RE7 Conversion - Spouse Home Individual Bio 1 tab

For more information, see the

Conversion Planning Guide.

RE7 Conversion - Spouse Alt Individual Bio 1 tab, Alt button

For more information, see the

Conversion Planning Guide.

RE7 Conversion - Spouse Org Individual Spouse tab, Business button

RE 7 Conversion - Spouse Business

(same as Spouse Org)

Individual Spouse tab, Business button

RE 7 Conversion - Affiliation Individual linked to an organization

that is a constituent.

If the organization has an address

the affiliation lists on the individual

constituent record, Relationships

tab, Organizations and the address

has this address type.

RE 7 Conversion - Employment Individual linked to an organization

that is a constituent.

If the organization has an address

the affiliation lists on the individual

constituent record, Relationships

tab, Organizations and the address

has this address type.

RE 7 Conversion - Relation Individual linked to another

individual that is a constituent.

If the linked individual has an

address, the affiliation lists on the

constituent record, Relationships

tab, Individuals and the address

has this address type.

RE7 Conversion - Contact Organization Contacts tab

HAPTER

International Address Fields

In version 7, address fields are specific to the country selected on the constituent record address screen.

Information entered in address fields in version 6.4.1 or higher version of 6.x that does not apply to the specific

country converts as an address attribute. For more information, see the Conversion Planning Guide.

Database

Version

Country

Address

RE 6.42 Field RE 6.42

Location

RE 7 Location Notes

United States United

Kingdom

State Bio 1 tab Bio 1 tab/Org 1

tab, More

button,

Attributes tab

CART Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

DPC Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

Canada DPC Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

New Zealand State Bio 1 tab Bio 1 tab/Org 1

tab, More

button,

Attributes tab

County Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

Canada United

Kingdom

Province Bio 1 tab Bio 1 tab/Org 1

tab, More

button,

Attributes tab

Canada CART Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

DPC Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

Canada DPC Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

New Zealand Province Bio 1 tab Bio 1 tab/Org 1

tab, More

button,

Attributes tab

County Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

New Zealand Canada Suburb Bio 1 tab Bio 1 tab/Org 1

tab, More

button,

Attributes tab

United States Suburb Bio 1 tab Bio 1 tab/Org 1

tab, More

button,

Attributes tab

New Zealand United

Kingdom

Suburb Bio 1 tab Bio 1 tab/Org 1

tab, More

button,

Attributes tab

CART Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

Australia United

Kingdom

State Bio 1 tab Bio 1 tab/Org 1

tab, More

button,

Attributes tab

CART Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

DPID Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

Database

Version

Country

Address

RE 6.42 Field RE 6.42

Location

RE 7 Location Notes

HAPTER

Canada DPID Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

Australia New Zealand State Bio 1 tab Bio 1 tab/Org 1

tab, More

button,

Attributes tab

County Bio 1 tab, More

button

Bio 1 tab/Org 1

tab, More

button,

Attributes tab

Database

Version

Country

Address

RE 6.42 Field RE 6.42

Location

RE 7 Location Notes

Additional Address Information – Alternate Addresses, Contacts, Business,

Spouse, Spouse Business

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Alternate –

Address Block

Bio 1 tab, Alt

button

Address Addresses tab

Alternate –

City

Bio 1 tab, Alt

button

City Addresses tab

Alternate –

State

Bio 1 tab, Alt

button

State Addresses tab

Alternate –

Province

Bio 1 tab, Alt

button

Province Addresses tab For Canadian

clients only.

Alternate –

Zip Code

Bio 1 tab, Alt

button

ZIP Addresses tab Postcode for

Canada.

Alternate –

Country

Bio 1 tab, Alt

button

Country Addresses tab

Alternate –

Type

Bio 1 tab, Alt

button

Address type Addresses tab For more

information, see

the “Address

Types” on page 65.

Alternate –

Info Source

Bio 1 tab, Alt

button

Info source Addresses tab

Alternate –

County

Bio 1 tab, Alt

button

County Addresses tab

Alternate –

Region

Bio 1 tab, Alt

button

Region Addresses tab

Alternate –

CART

Bio 1 tab, Alt

button

CART Addresses tab

Alternate – DPC Bio 1 tab, Alt

button

DPC Addresses tab

N\A N\A Set this address to

the preferred

address

Addresses tab For more

information, see

the Conversion

Planning Guide.

Alternate – Date

From

Bio 1 tab, Alt

button

Date from Addresses tab

HAPTER

Alternate –

Date To

Bio 1 tab, Alt

button

Date to Addresses tab

N\A N\A Seasonal Address Addresses tab This checkbox is

marked if seasonal

to or from

information is

present in 6.x.

Alternate –

Seasonal From

Bio 1 tab, Alt

button

Seasonal from Addresses tab

Alternate –

Seasonal To

Bio 1 tab, Alt

button

Seasonal to Addresses tab

Alternate –

Mail to Send

Bio 1 tab, Alt

button

Send mail to this

address

Addresses tab This is marked for

any address

selected to receive

all or selected mail

from 6.4x.

Alternate –

Type of Mail

Bio 1 tab, Alt

button

Mail Attributes Addresses tab,

Attributes tab

Mail types from

6.4x are found on

the address

Attributes tab for

the corresponding

address.

Individual –

Business Address

Address Block

Bio 1 tab, Business

button

Address Bio 1 tab, Business

button\Addresses

tab

Individual –

Business Address

City

Bio 1 tab, Business

button

City Bio 1 tab, Business

button\Addresses

tab

Individual –

Business Address

State

Bio 1 tab, Business

button

State Bio 1 tab, Business

button\Addresses

tab

Individual –

Business Address

Province

Bio 1 tab, Business

button

Province Bio 1 tab, Business

button\Addresses

tab

For Canadian

clients only.

Individual –

Business Address

Zip Code

Bio 1 tab, Business

button

ZIP Bio 1 tab, Business

button\Addresses

tab

Postcode for

Canada.

Individual –

Business Address

Country

Bio 1 tab, Business

button

Country Bio 1 tab, Business

button\Addresses

tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Individual –

Business Address

Type

Bio 1 tab, Business

button

Address type Bio 1 tab, Business

button\Addresses

tab

Individual –

Business Address

Info Source

Bio 1 tab, Business

button

Info source Bio 1 tab, Business

button\Addresses

tab

Individual –

Business Address

County

Bio 1 tab, Business

button

County Bio 1 tab, Business

button\Addresses

tab

Individual –

Business Address

Region

Bio 1 tab, Business

button

Region Bio 1 tab, Business

button\Addresses

tab

Individual –

Business Address

CART

Bio 1 tab, Business

button

CART Bio 1 tab, Business

button\Addresses

tab

DPC Bio 1 tab, Business

button

DPC Bio 1 tab, Business

button\Addresses

tab

N\A N\A Set this address to

the preferred

address

Bio 1 tab, Business

button\Addresses

tab

For more

information, see

the Conversion

Planning Guide.

Individual –

Business Address

Date From

Bio 1 tab, Business

button

Date from Bio 1 tab, Business

button\Addresses

tab

Individual –

Business Address

Date To

Bio 1 tab, Business

button

Date to Bio 1 tab, Business

button\Addresses

tab

N\A N\A Seasonal Address Bio 1 tab, Business

button\Addresses

tab

Individual –

Business Address

Seasonal From

Bio 1 tab, Business

button

Seasonal from Bio 1 tab, Business

button\Addresses

tab

Individual –

Business Address

Seasonal To

Bio 1 tab, Business

button

Seasonal to Bio 1 tab, Business

button\Addresses

tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

HAPTER

Individual –

Business Address

Mail to Send

Bio 1 tab, Business

button

Send mail to this

address

Bio 1 tab, Business

button\Addresses

tab

This is marked for

any address

selected to receive

all or selected mail

from 6.4x.

Individual –

Business Address

Type of Mail

Bio 1 tab, Business

button

Mail Attributes Bio 1 tab, Business

button\Addresses

tab, Attributes tab

Mail types from

6.4x are found on

the address

Attributes tab for

the corresponding

address.

Individual – Spouse

Business Address

Address Block

Spouse tab,

Business button

Address Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual – Spouse

Business Address

City

Spouse tab,

Business button

City Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual – Spouse

Business Address

State

Spouse tab,

Business button

State Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual – Spouse

Business Address

Province

Spouse tab,

Business button

Province Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

For Canadian

clients only.

Individual – Spouse

Business Address

Zip Code

Spouse tab,

Business button

ZIP Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Postcode for

Canada.

Individual – Spouse

Business Address

Country

Spouse tab,

Business button

Country Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual – Spouse

Business Address

Type

Spouse tab,

Business button

Address type Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

For more

information, see

the “Address

Types” on page 65.

Individual –

Spouse Business

Info Source

Spouse tab,

Business button

Info source Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Individual – Spouse

Business Address

County

Spouse tab,

Business button

County Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual – Spouse

Business Address

Region

Spouse tab,

Business button

Region Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual – Spouse

Business Address

CART

Spouse tab,

Business button

CART Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual –

Spouse Business

DPC

Spouse tab,

Business button

DPC Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual – Spouse

Business Address

Date From

Spouse tab,

Business button

Date from Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual – Spouse

Business Address

Date To

Spouse tab,

Business button

Date to Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

N\A N\A Seasonal Address Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

This checkbox is

marked if seasonal

to or from

information is

present in 6.x.

Individual – Spouse

Business Address

Seasonal From

Spouse tab,

Business button

Seasonal from Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual – Spouse

Business Address

Seasonal To

Spouse tab,

Business button

Seasonal to Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

Individual – Spouse

Business Address

Mail to Send

Spouse tab,

Business button

Send mail to this

address

Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab

This is marked for

any address

selected to receive

all or selected mail

from 6.4x.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

HAPTER

Individual – Spouse

Business Address

Type of Mail

Spouse tab,

Business button

Mail Attributes Bio 1 tab Spouse

button, Addresses

tab\ Relationship

tab, Attributes tab

Mail types from

6.4x are found on

the address

Attributes tab for

the corresponding

address.

Contact Address –

Address Block

Contact tab Address Organization

Relationship

tab\Addresses tab

Contact Address –

City

Contact tab City Organization

Relationship

tab\Addresses tab

Contact Address –

State

Contact tab State Organization

Relationship

tab\Addresses tab

Contact Address –

Zip Code

Contact tab ZIP Organization

Relationship

tab\Addresses tab

Contact Address –

Country

Contact tab Country Organization

Relationship

tab\Addresses tab

Contact Address –

Type

Contact tab Address type Organization

Relationship

tab\Addresses tab

For more

information, see

the “Address

Types” on page 65.

Contact Address –

Info Source

Contact tab Info source Organization

Relationship

tab\Addresses tab

Contact Address –

County

Contact tab County Organization

Relationship

tab\Addresses tab

Contact Address –

Region

Contact tab Region Organization

Relationship

tab\Addresses tab

Contact Address –

CART

Contact tab CART Organization

Relationship

tab\Addresses tab

Contact Address –

DPC

Contact tab DPC Organization

Relationship

tab\Addresses tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

N\A N\A Set this address to

the preferred

address

Organization

Relationship

tab\Addresses tab

For more

information, see

the Conversion

Planning Guide.

Contact Address –

Date From

Contact tab Date from Organization

Relationship

tab\Addresses tab

Contact Address –

Date To

Contact tab Date to Organization

Relationship

tab\Addresses tab

N\A N\A Seasonal Address Organization

Relationship

tab\Addresses tab

This checkbox is

marked if seasonal

to or from

information is

present in 6.x.

Contact Address –

Seasonal From

Contact tab Seasonal From Organization

Relationship

tab\Addresses tab

Contact Address –

Seasonal To

Contact tab Seasonal To Organization

Relationship

tab\Addresses tab

Contact Address –

Mail to Send

Contact tab Send mail to this

address

Organization

Relationship

tab\Addresses tab

This is marked for

any address

selected to receive

all or selected mail

from 6.4x.

Contact Address –

Type of Mail

Contact tab Mail Attributes Organization

Relationship

tab\Addresses tab,

Attributes tab

Mail types from

6.4x are found on

the address

Attributes tab for

the corresponding

address.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

HAPTER

Phone Information

Constituent Bank Information

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Phone Type Bio 1 tab (or

anywhere that

phone numbers are

stored).

Phone Type Bio 1 tab (or

anywhere that

phone numbers are

stored). Type

Column

Phone Number Bio 1 tab (or

anywhere that

phone numbers are

stored).

Phone Number Bio 1 tab (or

anywhere that

phone numbers are

stored). Number

Column

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Tran/Rout# – US Bio 1 tab, Bank

button

Transit/Routing

Number

Bio 1 tab/Org 1,

Bank button,

General tab

Institution ID –

Canada

Bio 1 tab, Bank

button

Institution ID Bio 1 tab/Org 1,

Bank button,

General tab

Name Bio 1 tab, Bank

button

Bank name Bio 1 tab/Org 1,

Bank button,

General tab

This is the bank

branch name.

Branch Bio 1 tab, Bank

button

Financial institution Bio 1 tab/Org 1,

Bank button,

General tab

Address Bio 1 tab, Bank

button

Address Bio 1 tab/Org 1,

Bank button,

General tab, More

button

City Bio 1 tab, Bank

button

City Bio 1 tab/Org 1,

Bank button,

General tab, More

button

State Bio 1 tab, Bank

button

State Bio 1 tab/Org 1,

Bank button,

General tab, More

button

Province Bio 1 tab, Bank

button

Province Bio 1 tab/Org 1,

Bank button,

General tab, More

button

Canadian version

County Bio 1 tab, Bank

button

County Bio 1 tab/Org 1,

Bank button,

General tab, More

button

Country Bio 1 tab, Bank

button

Country Bio 1 tab/Org 1,

Bank button,

General tab, More

button

Region Bio 1 tab, Bank

button

Region Bio 1 tab/Org 1,

Bank button,

General tab, More

button

Zip Bio 1 tab, Bank

button

ZIP – US

POST – UK,

Australia, Canada,

New Zealand

Bio 1 tab/Org 1,

Bank button,

General tab, More

button

N\A N\A Phone Type Bio 1 tab/Org 1,

Bank button,

General tab, More

button

Phone Number Bio 1 tab, Bank

button

Phone Number Bio 1 tab/Org 1,

Bank button,

General tab, More

button

Account Number Bio 1 tab, Bank

button

Account number Bio 1 tab/Org 1,

Bank button,

General tab

Account Type Bio 1 tab, Bank

button

Account type Bio 1 tab/Org 1,

Bank button,

General tab

N\A N\A This account is

inactive

Bio 1 tab/Org 1,

Bank button,

General tab

No equivalent for

this in 6.4x, so this

is unmarked.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

HAPTER

Business Information for Individuals

Business information is stored as a relationship in The Raiser’s Edge 7. To have all business information accessible

in a central location, the Employ information on the Bio 1 tab in The Raiser’s Edge version 6.42 is also stored as a

relationship.

N\A N\A Primary bank

information

Bio 1 tab/Org 1,

Bank button,

General tab

If only one bank is

entered on the 6.x

record, it is the

primary bank. If

more than one

bank is present, the

first bank is the

primary.

N\A N\A Bank notes Bio 1 tab/Org 1,

Bank button,

General tab

No equivalent for

this in 6.4x, so this

is blank.

N\A N\A Use Transit/Routing

number

Bio 1 tab/Org 1,

Bank button,

General tab

No equivalent for

this in 6.4x, so this

is blank.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Org Name Bio 1 tab, Business

button

Name Bio 1 tab, Business

button and

Relationship tab

N\A N\A Primary business

information

Bio 1 tab, Business

button and

Relationship tab

The business

located on the

Business button in

6.4x is marked as

the Primary

business record in

version 7. The

Primary business

information

checkbox is marked

automatically.

Industry Bio 1 tab, Business

button

Industry Bio 1 tab, Business

button and

Relationship tab

Profession Bio 1 tab, Business

button

Profession Bio 1 tab, Business

button and

Relationship tab

Income Level Bio 1 tab, Business

button

Income Bio 1 tab, Business

button and

Relationship tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Notes

Position Bio 1 tab, Business

button

Position Bio 1 tab, Business

button and

Relationship tab

Print Bio 1 tab, Business

button

Print? Bio 1 tab, Business

button and

Relationship tab

N\A N\A Relationship Bio 1 tab, Business

button and

Relationship tab

No equivalent for

this field in 6.4x, so

this is blank.

N\A N\A Reciprocal Bio 1 tab, Business

button and

Relationship tab

No equivalent for

this field in 6.4x, so

this is blank.

Address Block Bio 1 tab, Business

button

Address Bio 1 tab, Business

button, More

button and

Relationship tab

City Bio 1 tab, Business

button

City Bio 1 tab, Business

button, More

button and

Relationship tab

State Bio 1 tab, Business

button

State Bio 1 tab, Business

button, More

button and

Relationship tab

Province Bio 1 tab, Business

button

Province Bio 1 tab, Business

button, More

button and

Relationship tab

For Canadian

version only.

ZIP Bio 1 tab, Business

button

Zip Bio 1 tab, Business

button, More

button and

Relationship tab

Postcode for

Canada.

Country Bio 1 tab, Business

button

Country Bio 1 tab, Business

button, More

button and

Relationship tab

More Mailing

Information

Bio 1 tab, Business

button

Send mail to this

address

Bio 1 tab, Business

button, More

button and

Relationship tab

This is marked for

any address

selected to receive

all or selected mail

from 6.4x.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

HAPTER

More Type of Mail

or Mail to Receive

Bio 1 tab, Business

button

Mail Attributes Bio 1 tab, Business

button, More

button and

Relationship tab

Mail types from

6.4x are found on

the address

Attributes tab for

the corresponding

address.

Address Type Bio 1 tab, Business

button

Address type Bio 1 tab, Business

button, More

button and

Relationship tab

For more

information, see

the “Address

Types” on page 65.

Info Source Bio 1 tab, Business

button

Info source Bio 1 tab, Business

button, More

button and

Relationship tab

County Bio 1 tab, Business

button

County Bio 1 tab, Business

button, More

button and

Relationship tab

Region Bio 1 tab, Business

button

Region Bio 1 tab, Business

button, More

button and

Relationship tab

CART Bio 1 tab, Business

button

CART Bio 1 tab, Business

button, More

button and

Relationship tab

N\A N\A Set this address to

the preferred

address

Bio 1 tab, Business

button, More

button and

Relationship tab

The address on the

Bio 1 tab for

Organizations and

Individuals in 6.4x is

marked as the

preferred address.

This checkbox is

marked

automatically.

Valid Date Range

Date From

Bio 1 tab, Business

button

Date from Bio 1 tab, Business

button, More

button and

Relationship tab

Valid Date Range

Date To

Bio 1 tab, Business

button

Date to Bio 1 tab, Business

button, More

button and

Relationship tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Seasonal Address Bio 1 tab, Business

button, More

button and

Relationship tab

This checkbox is

marked if seasonal

to or from

information is

present in 6.x.

Valid Date Range

Seasonal From

Bio 1 tab, Business

button

Seasonal from Bio 1 tab, Business

button, More

button and

Relationship tab

Valid Date Range

Seasonal To

Bio 1 tab, Business

button

Seasonal to Bio 1 tab, Business

button, More

button and

Relationship tab

Phone(s) Bio 1 tab, Business

button

Phones Bio 1 tab, Business

button

Phone Number Bio 1 tab, Business

button

Phone Number Bio 1 tab, Business

button

N\A N\A Print organization

name with address

Bio 1 tab, Business

button

No equivalent in

6.4x, so this is

unmarked.

Org Matches Gifts Bio 1 tab, Business

button

{Org} matches gifts

for {Constituent}

Bio 1 tab, Business

button, Matching

tab

Factor Bio 1 tab, Business

button

Factor Bio 1 tab, Business

button, Matching

tab

Fiscal Year Starts Bio 1 tab, Business

button

Fiscal year starts Bio 1 tab, Business

button, Matching

tab

Maximum Per Gift Bio 1 tab, Business

button

Maximum per gift Bio 1 tab, Business

button, Matching

tab

Minimum Per Gift Bio 1 tab, Business

button

Minimum per gift Bio 1 tab, Business

button, Matching

tab

Maximum Annual

Per donor

Bio 1 tab, Business

button

Maximum Annual

per donor

Bio 1 tab, Business

button, Matching

tab

Minimum Annual

Per donor

Bio 1 tab, Business

button

Minimum annual

per donor

Bio 1 tab, Business

button, Matching

tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

HAPTER

Maximum Total Per

Donor

Bio 1 tab, Business

button

Maximum total per

donor

Bio 1 tab, Business

button, Matching

tab

Minimum Total Per

Donor

Bio 1 tab, Business

button

Minimum total per

donor

Bio 1 tab, Business

button, Matching

tab

Notes – From the

Matching section

Bio 1 tab, Business

button

Match notes Bio 1 tab, Business

button, Matching

tab

N\A N\A Contact Bio 1 tab, Business

button

N\A N\A Contact type Bio 1 tab, Business

button

For more

information about

contacts, see

“Contact

Information on

Organization

Records” on

page 96.

N\A N\A Do not mail to this

contact

Bio 1 tab, Business

button

If the contact

address is marked

No Mail in 6.4x,

then this is marked.

N\A N\A Employee of this

organization

Bio 1 tab, Business

button

N\A N\A Date from Bio 1 tab, Business

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Date To Bio 1 tab, Business

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Acknowledge this

organization for

hon/mem gifts

Bio 1 tab, Business

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Send to Bio 1 tab, Business

button

No equivalent in

6.4x, so this field is

blank

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Automatically soft

credit this

organization for

gifts

Bio 1 tab, Business

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Attributes/Notes

tab

Business button,

Attributes/Notes

tab

No equivalent in

6.4x, so this field is

blank

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

HAPTER

Education Information

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Primary Alumni

Information

Bio 1 tab, Education

button

Primary alumni

information

checkbox

Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

School name Bio 1 tab, Education

button

School name Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

For more

information, see

the Conversion

Planning Guide.

Type Bio 1 tab, Education

button

Type Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

Class of Bio 1 tab, Education

button

Class of Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

Date Entered Bio 1 tab, Education

button

Date entered Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

Date Left Bio 1 tab, Education

button

Date left Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

Date Graduated Bio 1 tab, Education

button

Date graduated Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

Known Name Bio 1 tab, Education

button

Known name Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

Campus Bio 1 tab, Education

button

Campus Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

Frat/Sorority Bio 1 tab, Education

button

Frat/Sorority Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

Degree Bio 1 tab, Education

button

Degree Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

GPA Bio 1 tab, Education

button

GPA Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

N\A N\A Status Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

No equivalent in

6.4x, so this is

blank.

N\A N\A Major Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

No equivalent in

6.4x, so this is

blank. See “The

Raiser’s Edge 6 Post

Conversion Utility”

on page 19 for

more information.

N\A N\A Minor Bio 1 tab (Or

anywhere there are

education records

stored) Education

button, School tab

No equivalent in

6.4x, so this is

blank. See “The

Raiser’s Edge 6 Post

Conversion Utility”

on page 19 for

more information.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

HAPTER

Education Attributes

For more information regarding conversion of Education Attributes, see “The Raiser’s Edge 6 Post Conversion

Utility” on page 19.

Employ Information

There is not an Employ button in The Raiser’s Edge 7. The Employ information is stored as a relationship in

The Raiser’s Edge 7 and is listed on the Relationship tab for a record.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Category Bio 1 tab,

Education button

Attributes,

Category Column

Anywhere there is

an Education

Record,

Attributes/Notes

tab

Description Bio 1 tab,

Education button

Attributes,

Description

Column

Anywhere there is

an Education

Record,

Attributes/Notes

tab

Comments Bio 1 tab,

Education button

Attributes,

Comments

Column

Anywhere there is

an Education

Record,

Attributes/Notes

tab

N\A N\A Notes Anywhere there is

an Education

Record,

Attributes/Notes

tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Name Bio 1 tab, Employ

button

Name Bio 1 tab, Business

button Or

Relationship

N\A N\A Address Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

blank

City Bio 1 tab, Employ

button

City Bio 1 tab, Business

button Or

Relationship

State Bio 1 tab, Employ

button

State Bio 1 tab, Business

button Or

Relationship

Province Bio 1 tab, Employ

button

Province Bio 1 tab, Business

button Or

Relationship

For Canadian

version only.

N\A N\A Zip Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

blank

N\A N\A Country Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Send mail to this

address

Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Mail Attributes Bio 1 tab, Business

button Or

Relationship, More

button, Attributes

tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Address type Bio 1 tab, Business

button Or

Relationship, More

button

For more

information, see

the “Address

Types” on page 65.

N\A N\A Info source Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A County Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Region Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A CART Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Set this address to

the preferred

address

Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

HAPTER

N\A N\A Date from (for

address)

Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Date to (for

address)

Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Seasonal Address Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Seasonal from Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Seasonal to Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

N\A N\A Phones Bio 1 tab, Business

button Or

Relationship, More

button

No equivalent in

6.4x, so this field is

blank

Phone Bio 1 tab, Employ

button

Phones Bio 1 tab, Business

button Or

Relationship, More

button

N\A N\A Primary business

information

Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

unmarked.

N\A N\A Print organization

name with address

Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

unmarked.

Industry Bio 1 tab, Employ

button

Industry Bio 1 tab, Business

button Or

Relationship

Income Level Bio 1 tab, Employ

button

Income Bio 1 tab, Business

button Or

Relationship

Profession Bio 1 tab, Employ

button

Profession Bio 1 tab, Business

button Or

Relationship

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Position Bio 1 tab, Employ

button

Position Bio 1 tab, Business

button Or

Relationship

N\A N\A Relationship Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

blank

N\A N\A Reciprocal Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

blank

Org Matched Gifts Bio 1 tab, Employ

button

{Org} matches gifts

for {Constituent}

Bio 1 tab, Business

button Or

Relationship,

Matching tab

N\A N\A Factor Bio 1 tab, Business

button Or

Relationship,

Matching tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Fiscal year starts Bio 1 tab, Business

button Or

Relationship,

Matching tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Maximum per gift Bio 1 tab, Business

button Or

Relationship,

Matching tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Minimum per gift Bio 1 tab, Business

button Or

Relationship,

Matching tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Maximum Annual

per donor

Bio 1 tab, Business

button Or

Relationship,

Matching tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Minimum annual

per donor

Bio 1 tab, Business

button Or

Relationship,

Matching tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Maximum total per

donor

Bio 1 tab, Business

button Or

Relationship,

Matching tab

No equivalent in

6.4x, so this field is

blank

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

HAPTER

N\A N\A Minimum total per

donor

Bio 1 tab, Business

button Or

Relationship,

Matching tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Match notes Bio 1 tab, Business

button Or

Relationship,

Matching tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Employee Bio 1 tab, Business

button Or

Relationship

Since the

constituent was

once employed at

this organization,

this is marked.

N\A N\A Contact Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

blank

N\A N\A Contact type Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

blank

N\A N\A Do not mail to this

contact

Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

unmarked.

From Date Bio 1 tab, Employ

button

Date from Bio 1 tab, Business

button Or

Relationship

To Date Bio 1 tab, Employ

button

Date To Bio 1 tab, Business

button Or

Relationship

N\A N\A Acknowledge this

organization for

hon/mem gifts

Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

blank

N\A N\A Send to Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

blank

N\A N\A Automatically soft

credit this

organization for

gifts

Bio 1 tab, Business

button Or

Relationship

No equivalent in

6.4x, so this field is

blank

N\A N\A Attributes/Notes Bio 1 tab, Business

button Or

Relationship,

Attributes/Notes

tab

No equivalent in

6.4x, so this field is

blank

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Constituency Codes

For more information regarding the conversion of constituency codes, see “The Raiser’s Edge 6 Post Conversion

Utility” on page 19.

Spouse Information for Individual Records

Spouses are considered relationships in The Raiser’s Edge 7. However, the spouse information can be viewed

from the Bio 1 tab of the Individual’s record by clicking on the spouse button.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Constituency Grid –

Code

Bio 2 tab Constituency Grid -

Code

Bio 2 tab or Org 2

tab. Constituency

Grid, Code column

Constituency Grid –

Description

Bio 2 tab Constituency Grid

-Description

Bio 2 tab or Org 2

tab. Constituency

Grid, Description

column

Constituency Grid –

Date From

Bio 2 tab Constituency Grid -

Date From

Bio 2 tab or Org 2

tab. Constituency

Grid, Date From

column

Constituency Grid –

Date To

Bio 2 tab Constituency Grid -

Date To

Bio 2 tab or Org 2

tab. Constituency

Grid, Date To

column

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Last Name Spouse tab Name Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

Click the Name

button for all name

fields. Spouse Last

name is required in

version 7, but not in

6.4x. If Spouse Last

name is blank in

6.4x, but other

spouse information

is present, the

constituent’s Last

name is used as the

Spouse Last name

in version 7.

First Name Spouse tab Name Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

Click the Name

button for all name

fields

HAPTER

Middle Name Spouse tab Name Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

Click the Name

button for all name

fields

Title 1 Spouse tab Name Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

Click the Name

button for all name

fields

Title 2 Spouse tab Name Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

Click the Name

button for all name

fields

Suffix 1 Spouse tab Name Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

Click the Name

button for all name

fields

Suffix 2 Spouse tab Name Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

Click the Name

button for all name

fields

N\A N\A This individual is

the spouse

Relationship tab See “The Raiser’s

Edge 6 Post

Conversion Utility”

on page 19 for

more information.

N\A N\A Address Relationship tab If the spouse has

their own record in

6.4x, then the

spouse’s preferred

address converts. If

the spouse does

not have their own

record in 6.4x, then

the preferred

address of the

constituent

converts.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Phones Relationship tab If the spouse has

their own record in

6.4x, then phone

numbers

associated with the

spouse’s preferred

address convert. If

the spouse does

not have their own

record in 6.4x, then

phone numbers

associated with the

preferred address

of the constituent

convert.

Nickname Spouse tab Nickname Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

Maiden Name Spouse tab Maiden name Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

N\A N\A Relationship Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Reciprocal Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

No equivalent in

6.4x, so this field is

blank

N\A N\A Date from Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

No equivalent in

6.4x, so this field is

blank

N\A N\A To Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

No equivalent in

6.4x, so this field is

blank

Social Security Spouse tab SSN Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

Date of Birth Spouse tab Birthdate Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

HAPTER

N\A N\A Deceased? Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

If there is a date in

the Deceased date

field on the Bio 2

tab in 6.4x, this

checkbox is

marked.

Deceased Spouse tab Date Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

If the Deceased?

Checkbox is

marked, indicating

yes, then the

Deceased Date is

enabled.

Sex Spouse tab Gender Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

Acknowledge

Hon/Mem Gifts

Spouse tab Acknowledge this

individual for

hon/mem gifts

Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

N\A N\A This individual is

head of household

Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

No equivalent in

6.4x, so this field is

unmarked. See

“The Raiser’s Edge

6 Post Conversion

Utility” on page 19

for more

information.

N\A N\A Automatically soft

credit this

individual for gifts

Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

In Configuration in

6.4x, if

Automatically soft

credit spouses is

marked, this

checkbox is also

marked.

Business button

Information

Spouse tab,

Business button

Business button Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

See “Business

Information for

Individuals” on

page 78 for more

information.

Employ button

Information

Spouse tab, Employ

button

Business button Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

See “Employ

Information” on

page 86 for more

information.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Education button Spouse tab,

Education button

Education button Bio 1 tab, Spouse

button or

Relationships tab

General 1 tab

For more

information, see

“Education

Information” on

page 84.

N\A N\A Primary addressee Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

If the spouse is a

constituent in 6.4x,

then this

information is

selected from the

Add/Sal tab. If not,

this is blank.

N\A N\A Editable? Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

No equivalent in

6.4x, so this is

unmarked.

N\A N\A Primary salutation Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

If the spouse is a

constituent in 6.4x,

then this

information is

selected from the

Add/Sal tab. If not,

this is blank.

N\A N\A Editable? Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

No equivalent in

6.4x, so this is

unmarked.

N\A N\A Additional

Addressee/Salutati

ons Grid. Editable

Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

No equivalent in

6.4x, so this is

unmarked.

N\A N\A Additional

Addressee/Salutati

ons Grid. Type

Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

If the spouse is a

constituent in 6.4x,

then this

information is

selected from the

Add/Sal tab. If not,

this is blank.

N\A N\A Additional

Addressee/Salutati

ons Grid.

Addressee/Salutati

Bio 1 tab, Spouse

button or

Relationships tab

General 2 tab

If the spouse is a

constituent in 6.4x,

then this

information is

selected from the

Add/Sal tab. If not,

this is blank.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

HAPTER

Contact Information on Organization Records

There is not a separate Contact tab on the Organization record. All Contacts are stored on the Relationship tab as

an Individual on the Organization record.

N\A N\A Attributes Bio 1 tab, Spouse

button or

Relationships tab,

Relationship

record,

Attributes/Notes

tab

No equivalent for

this in 6.4x, this is

blank.

N\A N\A Notes Bio 1 tab, Spouse

button or

Relationships tab,

Relationship

record,

Attributes/Notes

tab

No equivalent for

this in 6.4x, this is

blank.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Last Name Contact tab Name Relationship tab

First Name Contact tab Name Relationship tab

Middle Name Contact tab Name Relationship tab

Title 1 Contact tab Name Relationship tab

Title 2 Contact tab Name Relationship tab

Suffix 1 Contact tab Name Relationship tab

Suffix 2 Contact tab Name Relationship tab

Nickname Contact tab Nickname Relationship tab

N\A N\A Maiden name Relationship tab,

General 2

No equivalent for

this in 6.4x, this is

blank.

N\A N\A Gender Relationship tab,

General 2

N\A N\A Contact checkbox Relationship tab

Type Contact tab Contact type Relationship tab

Contact Address –

Mail to Send

Contact tab Do not send mail to

this contact

Relationship tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Contact Address –

Address Block

Contact tab Address Relationship tab,

More button

Contact Address –

City

Contact tab City Relationship tab,

More button

Contact Address –

State

Contact tab State Relationship tab,

More button

Contact Address –

Zip Code

Contact tab ZIP Relationship tab,

More button

Contact Address –

Country

Contact tab Country Relationship tab,

More button

Contact Address –

Type

Contact tab Address type Relationship tab,

More button

For more

information, see

the “Address

Types” on page 65.

Contact Address –

Info Source

Contact tab Info source Relationship tab,

More button

Contact Address –

County

Contact tab County Relationship tab,

More button

Contact Address –

Region

Contact tab Region Relationship tab,

More button

Contact Address –

CART

Contact tab CART Relationship tab,

More button

N\A N\A Set this address to

the preferred

address

Relationship tab,

More button

Contact Address –

Date From

Contact tab Valid Dates, Date

from

Relationship tab,

More button

Contact Address –

Date To

Contact tab Valid Dates, Date to Relationship tab,

More button

N\A N\A Seasonal Address Relationship tab,

More button

This checkbox is

marked if seasonal

to or from

information is

present in 6.x.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

HAPTER

Contact Address –

Seasonal From

Contact tab N\A N\A This field has been

removed in

version 7.

Contact Address –

Seasonal To

Contact tab N\A N\A This field has been

removed in

version 7.

Contact Address –

Mail to Send

Contact tab Send mail to this

address

Relationship tab,

More button

Contact Address –

Type of Mail

Contact tab Mail Attributes Relationship tab,

More button,

Attributes/Notes

tab

Phone(s) Contact tab Phones Relationship tab

Print Org Name Contact tab Print organization

name with address

Relationship tab

Position Contact tab Position Relationship tab

Print Position Contact tab Print? Relationship tab

Profession Contact tab Profession Relationship tab

N\A N\A Relationship Relationship tab

N\A N\A Reciprocal Relationship tab

N\A N\A Date from Relationship tab

N\A N\A Date to Relationship tab

N\A N\A Education button Relationship tab

N\A N\A SSN Relationship tab

N\A N\A Birthdate Relationship tab

N\A N\A Deceased? Relationship tab,

General 2

N\A N\A Deceased Date Relationship tab,

General 2

N\A N\A Employee Relationship tab

N\A N\A Primary business

information

Relationship tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Acknowledge this

individual for

hon/mem gifts

Relationship tab

N\A N\A Automatically soft

credit this

individual for gifts

Relationship tab

Contact

Addressee/Salutati

on Grid – Add/Sal

column

Contact tab Primary addressee Relationship tab,

General 2

See “The Raiser’s

Edge 6 Post

Conversion Utility”

on page 19 for

more information.

N\A N\A Editable Relationship tab,

General 2

Contact

Addressee/Salutati

on Grid – Add/Sal

column

Contact tab Primary salutation Relationship tab,

General 2

See “The Raiser’s

Edge 6 Post

Conversion Utility”

on page 19 for

more information.

N\A N\A Editable Relationship tab,

General 2

Contact

Addressee/Salutati

on Grid – Type

Contact tab Addressees and

Salutations

Grid.Type

Relationship tab,

General 2

See “The Raiser’s

Edge 6 Post

Conversion Utility”

on page 19 for

more information.

N\A N\A Attributes/Notes

tab

Relationship tab,

Attributes/Notes

tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

100

HAPTER

Addressees/Salutations for Individuals

Relationship Information

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Primary Addressee Addr/Sal tab Primary Addressee Addressees/Salutat

ions tab

Primary Salutation Addr/Sal tab Primary Salutation Addressees/Salutat

ions tab

Additional

Addressee/Salutati

Addr/Sal tab Additional

Addressee/Salutati

Addressees/Salutat

ions tab

Additional

Addressee/Salutati

on Type

Addr/Sal tab Additional

Addressee/Salutati

on Type

Addressees/Salutat

ions tab

For more

information, see

the “Address

Types” on page 65.

N\A N\A Editable? Addressees/Salutat

ions tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Last Name Relationship tab Last name Relationship tab

First Name Relationship tab First name Relationship tab

Middle Name Relationship tab Middle name Relationship tab

Titles 1 Relationship tab Title 1 Relationship tab

Titles 2 Relationship tab Title 2 Relationship tab

Suffixes 1 Relationship tab Suffix 1 Relationship tab

Suffixes 2 Relationship tab Suffix 2 Relationship tab

N\A N\A This individual is

the spouse

Relationship tab This is marked if the

information

converts from the

Spouse tab.

N\A N\A Address Relationship tab

N\A N\A Phones Relationship tab

Nickname Relationship tab Nickname Relationship tab

Maiden Name Relationship tab Maiden name Relationship tab

Date of Birth Relationship tab Birthdate Relationship tab,

General 2

N\A N\A Deceased checkbox Relationship tab,

General 2

Deceased Relationship tab Date Relationship tab,

General 2

Sex Relationship tab Gender Relationship tab,

General 2

N\A N\A SSN Relationship tab,

General 2

Relationship Relationship tab Relationship Relationship tab

Reciprocal Relationship tab Reciprocal Relationship tab

N\A N\A Date from Relationship tab

N\A N\A Date To Relationship tab

Notes Relationship tab Notes Relationship tab,

Attributes/Notes

tab

N\A N\A School name Relationship tab,

Education button

No equivalent for

this in 6.4x. If the

constituent has a

primary school

listed in their

record, this

information will

convert as primary

alumni information.

Any additional

schools will be

listed on the

relationship record.

If the constituent

does not have a

primary school

listed in their

records, their

school information

will be listed on the

relationship tab.

N\A N\A Primary alumni

information

Relationship tab,

Education button

For more

information, see

the Conversion

Planning Guide.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

102

HAPTER

N\A N\A Type Relationship tab,

Education button

N\A N\A Campus Relationship tab,

Education button

N\A N\A Known name Relationship tab,

Education button

N\A N\A Degree Relationship tab,

Education button

N\A N\A GPA Relationship tab,

Education button

Class Of Relationship tab Class of Relationship tab,

Education button

Available only for

RE:Alum.

Date Entered Relationship tab Date entered Relationship tab,

Education button

Available only for

RE:Alum.

Date Left Relationship tab Date left Relationship tab,

Education button

Available only for

RE:Alum.

N\A N\A Status Relationship tab,

Education button

Date Graduated Relationship tab Date graduated Relationship tab,

Education button

Available only for

RE:Alum.

Frat/Sorority Relationship tab Frat/Sorority Relationship tab,

Education button

Available only for

RE:Alum.

N\A N\A Business button Relationship tab,

Business button

Acknowledge

Hon/Mem Gifts

Relationship tab Acknowledge this

individual for

hon/mem gifts

Relationship tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A This individual is

head of household

Relationship tab No equivalent for

this in 6.4x. For

spousal

relationships

between

constituents, the

“head of

household” is

chosen at random;

for spousal

relationships

between a

constituent and a

non-constituent,

the “head of

household” is

always the

constituent.

N\A N\A Automatically soft

credit this

individual for gifts

Relationship tab

N\A N\A Primary addressee Relationship tab,

General 2

See “The Raiser’s

Edge 6 Post

Conversion Utility”

on page 19 for

more information.

N\A N\A Editable Relationship tab,

General 2

N\A N\A Primary salutation Relationship tab,

General 2

See “The Raiser’s

Edge 6 Post

Conversion Utility”

on page 19 for

more information.

N\A N\A Editable Relationship tab,

General 2

N\A N\A Type Relationship tab,

General 2

No equivalent in

6.4x for

relationships.

Contacts did have

addressee/salutatio

n information. See

“The Raiser’s Edge

6 Post Conversion

Utility” on page 19

for more

information.

N\A N\A Addressee/

Salutation

Relationship tab,

General 2

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

104

HAPTER

Affiliation Information

Affiliations are converted as Relationships and located on the relationship tab in The Raiser’s Edge 7.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Organization Affiliation tab Name Relationship tab

N\A N\A Primary business

information

Relationship tab

N\A N\A Address Relationship tab

N\A N\A Phones Relationship tab

N\A N\A Print organization

name with address

Relationship tab

N\A N\A Industry Relationship tab

N\A N\A Position Relationship tab

N\A N\A Profession Relationship tab

N\A N\A Income Relationship tab

Affiliation Affiliation tab Relationship Relationship tab

From Date Affiliation tab From date Relationship tab

To Date Affiliation tab Date To Relationship tab

Reciprocal Type Affiliation tab Contact type Relationship tab

Reciprocal Affiliation tab Reciprocal Relationship tab

N\A N\A Employee Relationship tab

N\A N\A Contact Relationship tab

N\A N\A Do not mail to this

contact

Relationship tab

Notes Affiliation tab Notes Relationship tab,

Attributes/Notes

tab

Acknowledge

Hon/Mem Gifts

Affiliation tab Acknowledge this

organization for

hon/mem gifts

Relationship tab

Contact Affiliation tab Send to Relationship tab

N\A N\A Automatically soft

credit this

organization

Relationship tab

N\A N\A {Org name}

matches gifts from

{Individual name}

Relationship tab,

Matching tab

N\A N\A Factor Relationship tab,

Matching tab

N\A N\A Maximum Per gift Relationship tab,

Matching tab

N\A N\A Minimum Per gift Relationship tab,

Matching tab

N\A N\A Maximum Annual

per donor

Relationship tab,

Matching tab

N\A N\A Minimum Annual

per donor

Relationship tab,

Matching tab

N\A N\A Maximum Total per

donor

Relationship tab,

Matching tab

N\A N\A Minimum Total per

donor.

Relationship tab,

Matching tab

N\A N\A Match notes Relationship tab,

Matching tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

106

HAPTER

Constituent Appeal Information

Constituent Notepad Information

Gift Information

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Description Appeals tab Description Appeals tab

Appeal ID Appeals tab Appeal ID Appeals tab

Comments Appeals tab Comments Appeals tab

Date Appeals tab Date Appeals tab

N\A N\A Response Appeals tab

N\A N\A Total Given Appeals tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Type Notes tab Type Notes tab

Description Notes tab Description Notes tab

Date Notes tab Date Notes tab

N\A N\A Title Notes tab

Notes Notes tab Notes Notes tab

N\A N\A Author Notes tab This defaults to the

user who added the

constituent record.

RE 6.42 Field RE 6.42 Location 7. 0 Field 7 Location Comments

Type of Gift Gifts tab Gift type Gifts tab

Fund Gifts tab Fund Gifts tab

Campaign Gifts tab Campaign Gifts tab

Amount Gifts tab Amount Gifts tab

Appeal Gifts tab Appeal Gifts tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Date Gifts tab Gift date Gifts tab

Reference Gifts tab Reference Gifts tab

Letter Gifts tab Letter Gifts tab

N\A N\A Letter button Gifts tab

N\A N\A Letter Date Gifts tab

# Pays Gifts tab No. installments Gifts tab

Frequency Gifts tab Frequency Gifts tab, Schedule

button

Pay

Gifts tab Starting on Gifts tab, Schedule

button

N\A N\A Ending Gifts tab, Schedule

button

N\A N\A Day Gifts tab, Schedule

button

N\A N\A Of every XX months Gifts tab, Schedule

button

N\A N\A The (first second

third.)

Gifts tab, Schedule

button

N\A N\A Day (Sunday,

Monday, Tuesday)

Gifts tab, Schedule

button

N\A N\A On Gifts tab, Schedule

button

N\A N\A Number Gifts tab, Schedule

button

N\A N\A Every Gifts tab, Schedule

button

N\A N\A Weeks on Sat.,

Sun., Mon., Tues.,

Wed., Thurs., Fri.

Gifts tab, Schedule

button

N\A N\A Do not show paid

installments

Gifts tab, Schedule

button

Amount Due Gifts tab,

Installment tab

Amount Gifts tab, Schedule

button

Date Due Gift tab,

Installment tab

Date Gifts tab, Schedule

button

108

HAPTER

Post Status Gift tab, Misc tab Installment post

status

Solicitor/Canvasser Gifts tab Solicitor(s) Grid,

Solicitor

Gifts tab

N\A N\A Solicitor(s) Grid,

Amount

Gifts tab

Acknowledge Gifts tab Acknowledge Gifts tab

N\A N\A Acknowledge date Gifts tab

Receipt Gifts tab Receipt Gifts tab

Receipt # Gifts tab Receipt no Gifts tab

Receipt Amt Gifts tab Receipt amt Gifts tab

N\A N\A Receipt date Gifts tab

N\A N\A Benefits Grid,

Benefits

Gifts tab

N\A N\A Benefits Grid,

Count

Gifts tab

N\A N\A Benefits Grid, Unit

Cost

Gifts tab

N\A N\A Benefits Grid, Total

Benefit Value

Gifts tab

N\A N\A Sent/Fulfilled Gifts tab

N\A N\A Comments Gifts tab

Send Pledge

Reminders

Gifts tab Send pledge

reminders

Gifts tab

N\A N\A Reminder history

Sent On

Gifts tab, History

button

N\A N\A Reminder history

Sent for

Gifts tab, History

button

N\A N\A Reminder history

Installment Due On

Gifts tab, History

button

N\A N\A Reminder history

Installment amount

Gifts tab, History

button

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Reminder history

current balance

Gifts tab, History

button

N\A N\A Gift ID Gifts tab, Misc tab

Constituency Gifts tab, Misc tab Constituency Gifts tab, Misc tab

Gift Code Gifts tab, Misc tab Gift code Gifts tab, Misc tab

Post Status Gifts tab, Misc tab GL post status Gifts tab, Misc tab

Post Date Gifts tab, Misc tab GL post date Gifts tab, Misc tab

Gift Given

Anonymously

Gifts tab, Misc tab Gift is anonymous Gifts tab, Misc tab

Notes Gifts tab, Misc tab Notes Gifts tab, Misc tab

N\A N\A Notepad Type Gifts tab, Misc tab RE7-Conversion

N\A N\A Notes Date Gifts tab, Misc tab Date of note in

6.4x.

N\A N\A Notes Title Gifts tab, Misc tab

N\A N\A Notes Author Gifts tab, Misc tab Defaults in as user

who added gift in

6.4x.

N\A N\A Notes Description Gifts tab, Misc tab If gift is linked to an

EFT record in 6.4x,

description is RE7

Conversion- EFT

Notes. Otherwise,

this is blank.

Proposal Gifts tab, Misc tab Purpose Gifts tab For more

information about

the proposal fields,

see “Prospect

Research” on

page 136.

N\A N\A Proposal For Gifts tab For more

information about

the proposal fields,

see “Prospect

Research” on

page 136.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

110

HAPTER

N\A N\A Proposal Name Gifts tab For more

information about

the proposal fields,

see “Prospect

Research” on

page 136.

N\A N\A Status Gifts tab For more

information about

the proposal fields,

see “Prospect

Research” on

page 136.

N\A N\A Deadline Gifts tab For more

information about

the proposal fields,

see “Prospect

Research” on

page 136.

N\A N\A Amount Applied Gifts tab With Prospect

Research

Management, the

full amount of the

gift from the

proposal record

defaults into this

field.

Payment Type Gifts tab, Misc tab Pay method Gifts tab

Reference # Gifts tab, Misc tab Reference no. Gifts tab

Reference Date Gifts tab, Misc tab Reference date Gifts tab

Bank Name Gifts tab, Misc tab Bank name Gifts tab For more

information about

the fields

associated with the

Bank record, see

“Constituent Bank

Information” on

page 76.

N\A N\A Amount bills Gifts tab

N\A N\A Amount coins Gifts tab

Check Number Gifts tab, Misc tab Check no. Gifts tab

Check Date Gifts tab, Misc tab Date Gifts tab

Credit Type Gifts tab, Misc tab Card type Gifts tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Split Gifts

An example, a $500 cash gift came in and was to the Capital Campaign, with the Appeal being the Annual Appeal,

split between funds with $300 to Fund A and $200 to Fund B. In The Raiser’s Edge 7 the split tab would look like

this:

The Campaign and Appeal are listed with each different fund even if the campaign and appeal are duplicated.

Card Number Gifts tab, Misc tab Card no Gifts tab

Authorization Code Gifts tab, Misc tab Authorization code Gifts tab

Currency Type Gifts tab, Gift Menu Currency type Gifts tab, Gift Menu

Currency Gift

Amount

Gifts tab, Gift Menu Gift amount – Grid Gifts tab, Gift Menu

N\A N\A Converted gift

amount

Gifts tab, Gift Menu

Exchange Rate Gifts tab, Gift Menu Exchange rate Gifts tab, Gift Menu

Currency Receipt

Amount

Gifts tab, Gift Menu Receipt amount –

Grid

Gifts tab, Gift Menu

N\A N\A Converted receipt

amount

Gifts tab, Gift Menu

Expires On Gifts tab, Misc tab Expiration Gifts tab

Added By Gifts tab, Gift

Statistics

Added by File Menu, Options,

Properties

Date Added Gifts tab Date added File Menu, Options,

Properties

Last Changed By Gifts tab, Gift

Statistics

Last changed by File Menu, Options,

Properties

Date Last Changed Gifts tab, Gift

Statistics

Last changed on File Menu, Options,

Properties

Import ID Gifts tab, Gift

Statistics

Import ID File Menu, Options,

Properties

Batch # Gift tab Batch No. File Menu, Options,

Properties

Campaign Fund Appeal Amount

Capital Fund A Annual $300.00

Capital Fund B Annual $200.00

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

112

HAPTER

GL Distribution

Reversals And Adjustments

Credits in 6.4x convert as cash gifts with an adjustment equal to the credited amount

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Debit Account Campaigns, Fund

and Appeals, Fund

tab

Debit Account No. Gifts tab, GL

Distribution tab

Credit Account Campaigns, Fund

and Appeals, Fund

tab

Credit Account No. Gifts tab, GL

Distribution tab

Amount Gifts tab Amount Gifts tab, GL

Distribution tab

Sub fund Campaigns, Fund

and Appeals, Fund

tab

Project Gifts tab, GL

Distribution tab

N\A N\A Transfer Gifts tab, GL

Distribution tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Reversal Date Gifts tab, Gift Menu Adjustment date Gifts tab,

Adjustments tab

Amount Gifts tab, Gift Menu Adjusted amount Gifts tab,

Adjustments tab

Fund Gifts tab, Gift Menu Adjusted fund Gifts tab,

Adjustments tab

Reversal Post

Status

Gifts tab, Gift Menu Adj. GL post status Gifts tab,

Adjustments tab

Reversal Post Date Gifts tab, Gift Menu Adj. GL post date Gifts tab,

Adjustments tab

N\A N\A Reason Gifts tab,

Adjustments tab

Reversal Comments Gifts tab, Gift Menu Notes Gifts tab,

Adjustments tab

Reversal Soft credit

recipient

Gifts tab, Gift Menu Adjustment Soft

credit Constituent

Gifts tab,

Adjustments tab

N\A N\A Adjustment

Adjusted Soft

Credit Amount

Gifts tab,

Adjustments tab

Debit account Campaigns, Fund

and Appeals, Fund

tab

Adjustment Debit

Account #

Gifts tab,

Adjustments tab

Credit account Campaigns, Fund

and Appeals, Fund

tab

Adjustment Credit

Account #

Gifts tab,

Adjustments tab

Amount Gifts tab Adjustment

Amount

Gifts tab,

Adjustments tab

Sub fund Campaigns, Fund

and Appeals, Fund

tab

Adjustment Project Gifts tab,

Adjustments tab

N\A N\A Adjustment

Transfer

Gifts tab,

Adjustments tab

N\A N\A Inst. # Gifts tab,

Adjustments tab,

GL Installment

Schedule tab

N\A N\A Date Gifts tab,

Adjustments tab,

GL Installment

Schedule tab

N\A N\A Adjusted Amount Gifts tab,

Adjustments tab,

GL Installment

Schedule tab

N\A N\A Previous Amount Gifts tab,

Adjustments tab,

GL Installment

Schedule tab

N\A N\A Balance Gifts tab,

Adjustments tab,

GL Installment

Schedule tab

N\A N\A Campaign Gifts tab,

Adjustments tab,

Split Gift tab

N\A N\A Fund Gifts tab,

Adjustments tab,

Split Gift tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

114

HAPTER

N\A N\A Appeal Gifts tab,

Adjustments tab,

Split Gift tab

N\A N\A Adjusted Amount Gifts tab,

Adjustments tab,

Split Gift tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Write – Offs

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Write-off Date Gifts tab, Gift Menu Date Gifts tab, Gift Menu

Write-off Amount Gifts tab, Gift Menu Amount Gifts tab, Gift Menu

Write-off

Reference

Gifts tab, Gift Menu Reference Gifts tab, Gift Menu

Write-off Post

Status

Gifts tab, Gift Menu GL post status Gifts tab, Gift Menu

Write-off Post Date Gifts tab, Gift Menu GL post date Gifts tab, Gift Menu

Installments Grid

Date

Gifts tab, Gift Menu Date Gifts tab, Gift Menu

Installments Grid

Fund

Gifts tab, Gift Menu Fund Gifts tab, Gift Menu

Installments Grid

Amount

Gifts tab, Gift Menu Amount Gifts tab, Gift Menu

Installments Grid

Reference

Gifts tab, Gift Menu Reference Gifts tab, Gift Menu

Installments Grid

Balance

Gifts tab, Gift Menu Balance Gifts tab, Gift Menu

Installments Grid

Write-off

Gifts tab, Gift Menu Write-off Amount Gifts tab, Gift Menu

Debit Campaigns, Fund

and Appeals, Fund

tab

Debit Account # Gifts tab, Gift Menu

Credit Campaigns, Fund

and Appeals, Fund

tab

Credit Account # Gifts tab, Gift Menu

Amount Gifts tab, Gift Menu Amount Gifts tab, Gift Menu

Sub fund Campaigns, Fund

and Appeals, Fund

tab

Project Gifts tab, Gift Menu

N\A N\A Transfer Gifts tab, Gift Menu

116

HAPTER

Stock and Sale of Stock

Matching Gift Information

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Broker Fee Gifts tab, Gift Menu Broker fee Gifts tab, Gift Menu

N\A N\A Issuer Gifts tab, Gift Menu

N\A N\A Symbol Gifts tab. Gift tab.

Details button

N\A N\A # units Gifts tab. Gift tab.

Details button

N\A N\A Median price per

unit

Gifts tab. Gift tab.

Details button

Comments Gifts tab, Gift Menu Notes Gifts tab, Gift Menu

Date of Sale Gifts tab, Gift Menu Date of sale Gifts tab, Gift Menu

Sale Amount Gifts tab, Gift Menu Sale amount Gifts tab, Gift Menu

Post Date Gifts tab, Gift Menu GL post date Gifts tab, Gift Menu

Post Status Gifts tab, Gift Menu GL post status Gifts tab, Gift Menu

Gifts type as

specified on the

fund

Campaigns, Fund

and Appeals, Fund

tab

Gift Type Gifts tab, Gift Menu

N\A N\A Debit Account # Gifts tab, Gift Menu

N\A N\A Credit Account # Gifts tab, Gift Menu

Sub fund Campaigns, Fund

and Appeals, Fund

tab

Project Gifts tab, Gift Menu

N\A N\A Transfer Gifts tab, Gift Menu

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Matching Gift

Company –

Constituent Name

Gifts tab, Match

tab

Matching Gift

Company

Gifts tab,

Matching Gifts tab

N\A N\A Gift type Gifts tab,

Matching Gifts tab

Date Gifts tab, Match

tab

Date Gifts tab,

Matching Gifts tab

Amount Gifts tab, Match

tab

Amount Gifts tab,

Matching Gifts tab

Campaign Gifts tab, Match

tab

Campaign Gifts tab,

Matching Gifts tab

Fund Gifts tab, Match

tab

Fund Gifts tab,

Matching Gifts tab

N\A N\A Appeal Gifts tab,

Matching Gifts tab

N\A N\A Solicitor(s) Gifts tab,

Matching Gifts tab

Reference Gifts tab, Match

tab

Reference Gifts tab,

Matching Gifts tab

N\A N\A Acknowledge Gifts tab,

Matching Gifts tab

N\A N\A Acknowledge date Gifts tab,

Matching Gifts tab

Letter Gifts tab, Match

tab

Letter Gifts tab,

Matching Gifts tab

N\A N\A Letter button Gifts tab,

Matching Gifts

tab, Letter button

N\A N\A Receipt Gifts tab,

Matching Gifts tab

N\A N\A Receipt date Gifts tab,

Matching Gifts tab

N\A N\A Receipt amt Gifts tab,

Matching Gifts tab

N\A N\A Benefits Gifts tab,

Matching Gifts tab

N\A N\A Receipt no. Gifts tab,

Matching Gifts tab

N\A N\A Gift ID Gifts tab,

Matching Gifts

tab, Misc tab

N\A N\A Constituency Gifts tab,

Matching Gifts

tab, Misc tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

118

HAPTER

Gift code Gifts tab, Match

tab

Gift code Gifts tab,

Matching Gifts

tab, Misc tab

N\A N\A GL post status Gifts tab,

Matching Gifts

tab, Misc tab

N\A N\A GL post date Gifts tab,

Matching Gifts

tab, Misc tab

N\A N\A Gift is anonymous Gifts tab,

Matching Gifts

tab, Misc tab

N\A N\A Notes Gifts tab,

Matching Gifts

tab, Misc tab

N\A N\A Notes Type Gifts tab,

Matching Gifts

tab, Misc tab

RE7-Conversion

N\A N\A Notes Date Gifts tab,

Matching Gifts

tab, Misc tab

Date of note in 6.4x

N\A N\A Notes Author Gifts tab,

Matching Gifts

tab, Misc tab

User who added the

gift.

N\A N\A Notes Title Gifts tab,

Matching Gifts

tab, Misc tab

N\A N\A Notes Description Gifts tab,

Matching Gifts

tab, Misc tab

Matching Gifts tab, Misc

tab If gift is linked to an

EFT record in 6.x, this

appears as RE7

Conversion- EFT Notes.

Otherwise, this is blank.

N\A N\A Soft credit

constituent

Gifts tab,

Matching Gifts

tab, Soft Credit tab

N\A N\A Amount Gifts tab,

Matching Gifts

tab, Soft Credit tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Debit Account # Gifts tab,

Matching Gifts

tab, GL

Distribution tab

N\A N\A Credit Account # Gifts tab,

Matching Gifts

tab, GL

Distribution tab

N\A N\A Amount Gifts tab,

Matching Gifts

tab, GL

Distribution tab

N\A N\A Project Gifts tab,

Matching Gifts

tab, GL

Distribution tab

N\A N\A Transfer Gifts tab,

Matching Gifts

tab, GL

Distribution tab

N\A N\A Split Gifts tab Gifts tab,

Matching Gifts

tab, Split Gifts tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

120

HAPTER

Honor/Memorial Information

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Hon/Mem Name Gifts tab,

Hon/Mem tab

Honor/Memorial Gifts tab,

Honor/Memorial

tab

Hon/Mem Type Honor/Memorial

tab

Tribute type Gift tab,

Honor/Memorial

tab

If Hon/Mem Type is

blank in version 6.4x,

this field converts as a

tribute type of

RE7 Conversion.

Acknowledge Gifts tab,

Hon/Mem tab

Letter Sent Gifts tab,

Honor/Memorial

tab

Acknowledge

(column in grid)

Gifts tab,

Hon/Mem tab

Ack Gifts tab,

Honor/Memorial

tab

Hon/Mem Ack

Name

Gifts tab,

Hon/Mem tab

Constituent Gifts tab,

Honor/Memorial

tab

Hon/Mem Ack

Relationship

Gifts tab,

Hon/Mem tab

Relationship Gifts tab,

Honor/Memorial

tab

Hon/Mem Ack

Letter

Gifts tab,

Hon/Mem tab

Letter Gifts tab,

Honor/Memorial

tab

N\A N\A Letter Sent Gifts tab,

Honor/Memorial

tab

Soft Credit

Constituent Name

Gift tab, Soft

Credit tab

Constituent Gift tab, Soft Credit

tab

N\A N\A Amount Gift tab, Soft Credit

tab

Recurring Gift information

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Electronic

Transaction

EFT Recurring gift

EFT – Days/Weeks EFT Days/Weeks Gifts tab,

Pre-Notify button

This field is based on

the payment method

and is available only on

direct debit or bank

drafts.

EFT – Date of Last

Prenotification

Pre-Notification

Date

No equivalent in

version 7.

EFT Status Status Status Gifts tab EFTs in 6.4x with a

status of completed

convert with a status of

Closed in 7.

Frequency Frequency Frequency Gifts tab,

Transactions tab,

Frequency button

Effective Effective Start

Date

Starting on Gifts tab,

Transactions tab,

Frequency button

Until Effective Until

Date

Ending on Gifts tab,

Transactions tab,

Frequency button

N/A N/A No. years Gifts tab,

Transactions tab,

Frequency button

No equivalent in 6.4x,

so this will convert

blank.

On Gifts tab,

Transactions tab.

Frequency button

No equivalent in 6.4x,

so this will convert

blank.

Day Gifts tab,

Transactions tab,

Frequency button

No equivalent in 6.4x,

so this will convert

blank.

Next Transaction

Due

Next transaction

date

Next transaction

due

Gifts tab,

Transactions tab,

Status bar at the

bottom

122

HAPTER

Next Payment

Amount

Amount Next transaction

amount

Gifts tab,

Transactions tab,

Status bar at the

bottom

Total to Date Received Gifts tab,

Transactions tab,

Status bar at the

bottom

This is a calculated field

in both 6.4x and

version 7.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Gift Attributes

Actions Information

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Category Gifts tab,

Attributes tab

Category Gifts tab,

Attributes tab

Description Gifts tab,

Attributes tab

Description Gifts tab,

Attributes tab

N\A N\A Short Desc. Gifts tab,

Attributes tab

N\A N\A Date Gifts tab,

Attributes tab

Comments Gifts tab,

Attributes tab

Comments Gifts tab,

Attributes tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Category Action tab All actions convert as

Task/Other to preserve

information.

Action Date Action tab Action date Action tab

Time Action tab Start time Action tab

N\A N\A End time Action tab

Action Type Action tab Action type Action tab

Status Action tab Status Action tab

Assigned To Action tab Assigned to Action tab

N\A N\A Action completed Action tab For more information,

see the “The Raiser’s

Edge 6 Post Conversion

Utility” on page 19.

N\A N\A Action completed

on date

Action tab For more information,

see the “The Raiser’s

Edge 6 Post Conversion

Utility” on page 19.

N\A N\A Phone # Action tab

N\A N\A Location Action tab

124

HAPTER

Action Attributes Information

Media Information

Letter Action tab Letter Action tab Available only if the

action category is

Mailing.

N\A N\A Email address Action tab

N\A N\A Campaign Action tab

N\A N\A Fund Action tab

Priority Action tab Priority Action tab

Proposal Action tab Proposal Action tab

User Name Action tab Notify Action tab

Remind Action tab Auto-Remind Action tab

Notes Action tab Notes Action tab

N\A N\A Action is part of

this track

Action tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Category Action tab Category Action tab

Description Action tab Description Action tab

Comment Action tab Comments Action tab

N\A N\A Short Desc Action tab

N\A N\A Date Action tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Description Media tab Description Media tab

Object Type Media tab Type Media tab

N\A N\A Date Media tab

N\A N\A Title Media tab

N\A N\A Author Media tab Author appears as “RE 7

Conversion”.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Constituent Attribute Information

For more information, see the “The Raiser’s Edge 6 Post Conversion Utility” on page 19.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Category Attributes tab Category Attribute tab

Description Attribute tab Description Attribute tab

N\A N\A Short Desc. Attribute tab

N\A N\A Date Attribute tab

Comment Attribute tab Comments Attribute tab

126

HAPTER

Constituent Solicitor Information

Assigned Solicitors Grid

Constituent Solicitor Information continued...

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Name Solicitor tab Solicitor Relationships tab,

Assigned Solicitor

N\A N\A Solicitor Type Relationships tab,

Assigned Solicitor

Campaign Solicitor tab Campaign Relationships tab,

Assigned Solicitor

Fund Solicitor tab Fund Relationships tab,

Assigned Solicitor

Date From Solicitor tab Date From Relationships tab,

Assigned Solicitor

Date To Solicitor tab Date To Relationships tab,

Assigned Solicitor

N\A N\A Amount Relationships tab,

Assigned Solicitor

N\A N\A Track changes to

this constituent

Relationships tab,

Assigned Solicitor

N\A N\A Notes Relationships tab,

Assigned Solicitor

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Constituent is a

solicitor

Solicitor tab Constituent is a

solicitor

Bio 1 tab

N\A N\A This solicitor is

inactive

Bio 1 tab, Details

button

Campaign Solicitor tab Campaign Bio 1 tab, Details

button

Goal Solicitor tab Goal Amount Bio 1 tab, Details

button

Reports To Solicitor tab Reports to Bio 1 tab, Details

button

N\A N\A Notes Bio 1 tab, Details

button

N\A N\A Unspecified –

Tags

Event Record,

Participants tab,

Participant Record,

General 1 tab,

Guests button

Available only for

Registrant Records.

N\A N\A Guest – Name Tags,

Name to print

Event Record,

Participants tab,

Participant Record,

General 1 tab,

Guests button

Available only for

Registrant Records.

N\A N\A Guest – Name Tags,

Editable?

Event Record,

Participants tab,

Participant Record,

General 1 tab,

Guests button

Available only for

Registrant Records.

N\A N\A Guest – Name Tags,

No. tags to print

Event Record,

Participants tab,

Participant Record,

General 1 tab,

Guests button

Available only for

Registrant Records.

N\A N\A Guest – Name Tags,

Status

Event Record,

Participants tab,

Participant Record,

General 1 tab,

Guests button

Available only for

Registrant Records.

N\A N\A Guest – Print Place

Cards

Event Record,

Participants tab,

Participant Record,

General 1 tab,

Guests button

Available only for

Registrant Records.

N\A N\A Guest – Place

Cards, Name to

Event Record,

Participants tab,

Participant Record,

General 1 tab,

Guests button

Available only for

Registrant Records.

N\A N\A Guest – Place

Cards, Editable?

Event Record,

Participants tab,

Participant Record,

General 1 tab,

Guests button

Available only for

Registrant Records.

N\A N\A Guest – Place

Cards, No. cards to

Event Record,

Participants tab,

Participant Record,

General 1 tab,

Guests button

Available only for

Registrant Records.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

154

HAPTER

N\A N\A Guest – Place

Cards, Status

Event Record,

Participants tab,

Participant Record,

General 1 tab,

Guests button

Available only for

Registrant Records.

Registrant – Event

Unit

Events Module,

Registrants tab

Unit Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

Registrant – # of

Units

Events Module,

Registrants tab

No. Units Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

Registrant –

Amount

Events Module,

Registrants tab

Gift Amount Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

Registrant –

Amount Paid

Events Module,

Registrants tab

Amount Paid Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

Registrant – Date

Paid

Events Module,

Registrants tab

Date paid Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

Registrant –

Donation

Events Module,

Registrants tab

Receipt Amount Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

N\A N\A Date Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

N\A N\A Comments Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Apply discount Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

N\A N\A Amount option Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

N\A N\A Percent option Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

N\A N\A Amount field Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

N\A N\A Percent field Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

N\A N\A Waive benefits Event Record,

Participants tab,

Participant Record,

Registration Fees

tab

N\A N\A Registrant – Benefit Event Record,

Participants tab,

Participant Record,

Registration Fees

tab, Benefits

button

N\A N\A Count Event Record,

Participants tab,

Participant Record,

Registration Fees

tab, Benefits

button

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

156

HAPTER

N\A N\A Unit Cost Event Record,

Participants tab,

Participant Record,

Registration Fees

tab, Benefits

button

N\A N\A Total Benefit/Value Event Record,

Participants tab,

Participant Record,

Registration Fees

tab, Benefits

button

N\A N\A Sent/Fulfilled Event Record,

Participants tab,

Participant Record,

Registration Fees

tab, Benefits

button

N\A N\A Comments Event Record,

Participants tab,

Participant Record,

Registration Fees

tab, Benefits

button

N\A N\A Notes Event Record,

Participants tab,

Participant Record,

Registration Fees

tab, Benefits

button

N\A N\A Other donations Event Record,

Participants tab,

Participant Record,

Donations tab

N\A N\A Constituent Event Record,

Participants tab,

Participant Record,

Sponsoring Pledges

tab

N\A N\A Pledge Amount Event Record,

Participants tab,

Participant Record,

Sponsoring Pledges

tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Amount Paid Event Record,

Participants tab,

Participant Record,

Sponsoring Pledges

tab

N\A N\A Balance Event Record,

Participants tab,

Participant Record,

Sponsoring Pledges

tab

N\A N\A Only show

outstanding

pledges

Event Record,

Participants tab,

Participant Record,

Sponsoring Pledges

tab

Registrant

Assignments –

Table

Event Module,

Registrants tab

Table Event Record,

General tab,

Participant Record,

General 2 tab,

Seating button

Registrant

Assignments –Seat

Event Module,

Registrants tab

Seat Number Event Record,

General tab,

Participant Record,

General 2 tab,

Seating button

Registrant

Assignments –

Section

Event Module,

Registrants tab

Section Number Event Record,

General tab,

Participant Record,

General 2 tab,

Seating button

N\A N\A Section Name Event Record,

General tab,

Participant Record,

General 2 tab,

Seating button

Registrant

Assignments – Row

Event Module,

Registrants tab

Row Number Event Record,

General tab,

Participant Record,

General 2 tab,

Seating button

N\A N\A Row Name Event Record,

General tab,

Participant Record,

General 2 tab,

Seating button

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

158

HAPTER

N\A N\A Do not seat this

participant

Event Record,

General tab,

Participant Record,

General 2 tab

N\A N\A Seating Group Event Record,

General tab,

Participant Record,

General 2 tab

N\A N\A Group/seating

notes

Event Record,

General tab,

Participant Record,

General 2 tab

Registrant

Assignments –

Lodging

Event Module,

Registrants tab

Name Event Record,

General tab,

Participant Record,

General 2 tab

Registrant

Assignments –

Room #

Event Module,

Registrants tab

Room no. Event Record,

General tab,

Participant Record,

General 2 tab

N\A N\A Phone no. Event Record,

General tab,

Participant Record,

General 2 tab

N\A N\A Confirmation no. Event Record,

General tab,

Participant Record,

General 2 tab

N\A N\A Check in date/time Event Record,

General tab,

Participant Record,

General 2 tab

N\A N\A Check out

date/time

Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

N\A N\A Arrival Type Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

N\A N\A Arrival Name Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Arrival Number Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

N\A N\A Arrival date Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

N\A N\A Arrival time Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

N\A N\A Departure Type Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

N\A N\A Departure Name Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

N\A N\A Departure Number Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

N\A N\A Departure Date Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

N\A N\A Departure Time Event Record,

General tab,

Participant Record,

General 2 tab

No equivalent in

6.4x, so this is

blank.

Individual has

Registered

Registrant

Registered

Registration Event Record,

General tab,

Participant Record,

General 1 tab

Individual has

Attended

Registrant

Attended

Participant has

attended

Event Record,

General tab,

Participant Record,

General 1 tab

N/A N/A Participant is a

coordinator

Event Record,

General tab,

Participant Record,

General 1 tab

No equivalent in

6.4x, so this is

blank.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

160

HAPTER

N/A N/A Participant is a

Speaker for this

Event

Event Record,

Participants tab,

Participant Record

No equivalent in

6.4x, so this is

blank.

N/A N/A Topic Event Record,

Participants tab,

Participant Record

No equivalent in

6.4x, so this is

blank.

N/A N/A Time Event Record,

Participants tab,

Participant Record

No equivalent in

6.4x, so this is

blank.

N/A N/A Comments Event Record,

Participants tab,

Participant Record

No equivalent in

6.4x, so this is

blank.

N/A N/A Participant is a

Vendor for this

Event

Event Record,

Participants tab,

Participant Record

No equivalent in

6.4x, so this is

blank.

N/A N/A Space no. Event Record,

Participant tab,

Participation tab

No equivalent in

6.4x, so this is

blank.

N/A N/A Booth no. Event Record,

Participants tab,

Participant Record

No equivalent in

6.4x, so this is

blank.

N/A N/A Purpose Event Record,

Participants tab,

Participant Record

No equivalent in

6.4x, so this is

blank.

N/A N/A Rating Event Record,

Participants tab,

Participant Record

No equivalent in

6.4x, so this is

blank.

N/A N/A Comments Event Record,

Participants tab,

Participant Record

No equivalent in

6.4x, so this is

blank.

N/A N/A Participant is a

Volunteer for this

Event

Event Record,

Participants tab,

Participant Record

No equivalent in

6.4x, so this is

blank.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N/A N/A Vendor Expenses

Grid

Event Record,

Participants tab,

Participant Record

The vendor

expenses are linked

to the expense for

the overall event.

Version 6.4x does

not have a specific

field for vendor

name so this grid is

blank even though

the event may have

the expenses filled

out.

Registrant

Attributes Category

Registrant

Attributes

Category Event Record,

Participants tab,

Participant Record,

Attributes grid

Registrant

Attributes

Description

Attribute Types

Description

Description Event Record,

Participants tab,

Participant Record,

Attributes grid

N/A N/A Short Desc Event Record,

Participants tab,

Participant Record,

Attributes grid

No equivalent in

6.4x, so this is

blank.

N/A N/A Date Event Record,

Participants tab,

Participant Record,

Attributes grid

No equivalent in

6.4x, so this is

blank.

Registrant

Attributes

Comment

Registrant

Attributes

Comments

Comments Event Record,

Participants tab,

Participant Record,

Attributes grid

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

162

HAPTER

Campaigns, Funds, and Appeals

Appeals

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Appeal ID Appeals tab Appeal ID Appeals, General

tab

Description Appeals tab Description Appeals, General

tab

Goal Appeals tab Overall goal Appeals, General

tab

Default campaign Appeals tab Default campaign Appeals, General

tab

Start Date Appeals tab Start date Appeals, General

tab

End Date Appeals tab End date Appeals, General

tab

# Solicited Appeals tab No. solicited Appeals, General

tab

Notes Appeals tab Notes Appeals, General

tab

Expense Appeals tab,

General tab

Expense Appeals,

Attributes/Expense

s tab

N\A N\A Package Appeals,

Attributes/Expense

Comment

(Expense)

Appeals tab Comment Appeals,

Attributes/Expense

Date (Expense) Appeals tab Date Appeals,

Attributes/Expense

Amount (Expense) Appeals tab Amount Appeals,

Attributes/Expense

N\A N\A Appeal is inactive Appeals, General

tab

N\A N\A Appeal category Appeals, General

tab

N\A N\A Default gift amount Appeals, General

tab

N\A N\A Default benefits Appeals, General

tab

N\A N\A Default fund Appeals, Fund tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

164

HAPTER

Campaigns

Funds

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Campaign ID Campaign tab Campaign ID Campaign, General

tab

Description Campaign tab Description Campaign, General

tab

Goal Campaign tab Overall goal Campaign, General

tab

Start Date Campaign tab Start date Campaign, General

tab

End Date Campaign tab End date Campaign, General

tab

Default Fund and

associated funds

Campaign tab,

Funds button

Associated Funds

Grid

Campaign, Funds

tab

N\A N\A Campaign is

inactive

Campaign, General

tab

N\A N\A Notes Campaign, General

tab

Associated appeals Campaign tab,

Appeals button

Associated Appeals

Grid

Campaign, Appeals

tab

N\A N\A Solicitors Campaign,

Solicitors button

N\A N\A Campaign category Campaign, General

tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Fund ID Funds tab Funds ID Funds, General tab

Description Funds tab Description Funds, General tab

Goal Funds tab Overall goal Funds, General tab

Fund Category Funds tab Fund category Funds, General tab

Start Date Funds tab Start date Funds, General tab

End Date Funds tab End date Funds, General tab

Default Campaign

and associated

campaigns

Funds tab,

Campaign button

Associated

Campaigns grid

Funds, Campaign

tab

Restricted Funds tab Fund is restricted Funds, General tab

Notes Funds tab Notes Funds, General tab

GL Fund Funds tab First two digits of

the debit and credit

account numbers

Funds, GL

Distribution tab

Sub fund Funds tab Project Funds, GL

Distribution tab

N\A N\A Fund is inactive Funds, General tab

N\A N\A Solicitors button Funds, General tab

N\A N\A Transfer Funds, GL

Distribution tab

Debit accounts Funds tab Debit Account No. Funds, GL

Distribution tab

Credit accounts Funds tab Credit Account Funds, GL

Distribution tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

166

HAPTER

Export

Field Name or Program Function RE 6.42 Location RE 7 Location

Other users may run this export

checkbox

Other users may modify this

export checkbox

Edit, Properties, Export Properties

screen

From the export screen: Tools,

Export Options, Export Options

screen

Description field - enter a brief

description of the export contents

Edit, Properties, Export Properties

screen, Description field

From the export screen: Tools,

Export Options, Export Options

screen, Description field

Export default type - if you

frequently create a specific type of

export, selecting an export default

type can increase the speed of

data entry

New Exports frame, Default Type

field

Default types available:

Constituent, Gift, Relationship,

Special Event

Tools, User Options, Options

screen, Default export type field

Default types available:

Constituent, Gift, Individual

Relationship, Action, Campaign,

Fund, Appeal, Event

Define export format In version 6.x, you determine the

export format for new exports

after you create the export. From

the export menu bar, select File,

Export. From the Export Format

screen, select the data format for

the export.

In version 7, you select the export

format before you create the

export. From the Export page,

select New Export. From the

Create a New Export screen, select

a data format for the export in the

Export format field.

You can change the export format

once you create the export. From

the export menu bar, select Tools,

Export Options. From the Export

Options screen, select a data

format for the export in the Export

format field.

Create control report Export Format screen, Create

control report checkbox.

Export screen, General tab, Create

control report checkbox. You can

mark the Preview option or the

Print option if you select to create

a control report.

Crystal Report format MS Access Report Writer Database Blackbaud Report Writer Database

Single vs. Separate set of

parameters: For certain export

fields, you can apply one set of

parameters to all selected fields in

the category, or you can apply a

separate set of parameters to each

field in the category you select to

export.

In version 6.x, when you select an

export field that requires

parameters, the Parameter Type

screen appears. You can select to

apply a single set of parameters to

all fields in this category, or you

can select to specify the

parameters to apply to each field

selected in the category.

For example, if you select to

export the Phone Number field

and apply one set of parameters,

all other address fields (the field

category) will have the same

parameters applied. If you select

to use a separate set of

parameters, you can determine

the parameters to use for each

address field you select.

In version 7, the terms “single

parameter set” and “separate

parameter set” are not used. The

selection of export fields is more

straightforward.

When you select an export field

that requires parameters, a

selection screen appears. You can

select to include either all fields

that match or only specific fields.

You can also easily define different

output parameters for each export

field. For example, you select to

export the Phone Number field.

You want to export both the home

and business numbers for each

constituent in the export. You

select the Phone Number field and

define the selected phone number

for this field as “Home”. Then,

scroll to the top of the Output box,

and highlight the header entry.

Locate the Phone Number field in

the Available fields to Export box,

select and drag the field to the

header entry in the Output box.

The graphic changes when you

have the field in position. Drop the

field in the Output box. The

selection screen appears and you

define this export field as

“Business”. Now, the Output box

contains an entry for Phones (the

home phone number) and Phones

2 (the business phone number).

For detailed information on

creating exports, see the Query

and Export Guide.

Increase, Decrease, Neither

options

When an amount field is selected

for export, the Amount Format

screen appears. If you mark

Increase, the Enter Percentage To

Increase Amount field appears. If

you mark Decrease, the Enter

Percentage To Decrease Amount

field appears.

From the export screen, highlight

the amount field selected to

export, and click Format. The

Amount Format screen appears.

You can select the Amount

Options: Increase, Decrease, or

Neither. If you select Increase

Decrease, the By field is enabled.

You can choose to increase or

decrease the format by Amount or

Percent, and enter the amount or

percent to use. You can also mark

the Round to whole numbers

checkbox.

Field Name or Program Function RE 6.42 Location RE 7 Location

168

HAPTER

Records to include New Export screen and Open

Export screen

Export screen, General tab,

Include button. Click Include to

select All Records, Selected

Records, or One Record.

Load query output fields New Export screen, Selected

Records option marked, From

Group field and Load Query

Output Fields checkbox appear.

N/A: You select the export output

on the Export screen, Output tab.

Date to use for gift date Gift Parameters screen, General

tab.

Start Date:

End Date:

Gifts Criteria screen, Date to Use

field. You can select Gift date, GL

post date, Date Added, or Date

changed.

Soft credit distribution Gift Parameters screen, General

tab.

Soft Credit frame: Credit to Donor,

Recipient, Full amount to both, or

split evenly

Gifts Criteria screen, General tab.

Soft Credit Gifts To frame:

Donor

Soft credit recipients: Use

distribution on gift; Split evenly;

Full amount to all

Both: Use distribution on gift; Split

evenly; Full amount to all

Further defining gift criteria Gift Parameters screen: Campaign

tab, Funds tab, Appeals tab

Gifts Criteria screen, Filters tab.

Filters include: Campaigns, Funds,

Appeals, Query

Gift Criteria, Gift Types tab Checkboxes: Use Pledge Balances;

Use Installment Balances; Use

Sale Amount for Sold Stocks

Checkboxes: Exclude zero amount

gifts; Use sale date for sold

stock/property; Use sale amount

for sold stock/property; Subtract

broker fee from sold

stock/property; Use gift balance

instead of gift amount

Information you can view before

opening the export

Open Export screen: export name;

Type; Date Last Run; Date

Created; Created By; Description

Export page, export columns

available: Name; Description;

Export Type;

File Format; Created;

Last Changed; Last Run; File

Name; Others May Change;

Others May Run

Autosave on close N/A Tools, User Options, Export tab

Name N/A From the export record Tools

menu, Export Options, Export

name field.

Field Name or Program Function RE 6.42 Location RE 7 Location

VBA macro N/A From the export record Tools

menu, Export Options, VBA Macro

field. Available for applicable

export formats.

Format Export Format screen. Available

once you select to run the export.

From the export record Tools

menu, Export Options, Export

format field.

Type Open Export screen, Export

Information frame, Type field. You

determine the export type when

you create the export.

From the export record Tools

menu, Export Options, Export

type field. You determine the

export type when you create the

export.

Add to favorites N/A Export screen menu bar, Favorites,

Add to Favorites

Export properties N/A Export screen menu bar, File,

Properties

View export field names N/A Export screen menu bar, View,

View Export Field Names.

View header field names N/A Available only for flat database

formats. If a relational database is

selected for the export, View

Header Field Names is disabled.

Expand, collapse export list N/A Export page menu bar, View,

Expand Export List; Collapse

Export List

Exporting without opening the

export record

N/A On the Export page, highlight the

export you want to use and click

the Export link. For additional

export options, right-click on the

selected export, and choose either

Export Export List Grid or Export

Export List Grid to Excel.

Find an export N/A On the Export page, click Find.

Head of Household processing N/A Export screen, General tab, ‘Head

of Household’ Processing frame.

Default format N/A Tools, User Options, Export tab,

Default export format field.

Field Name or Program Function RE 6.42 Location RE 7 Location

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HAPTER

Yes/No fields format N/A Tools, User Options, Export tab,

When exporting yes/no fields

export field

Include constituents N/A Export screen, General tab,

Include these Constituents frame:

Inactive constituents; Deceased

constituents; Constituents with

no valid address

Field Name or Program Function RE 6.42 Location RE 7 Location

Mail

Field Name or Program Function RE 6.42 Location RE 7 Location

Open Mail Function list Single list Mail page links

Gift Preferences On the mail menu, Edit,

Preferences, Gift Preferences tab

Tools, User Options, Mail tab, Gift

preferences

Label Layout N/A Available for Forms and Labels,

Cards, and Envelopes. Click the

Layout button to view a sample of

how the selected data will appear.

Unlike the Preview button, which

includes all records selected for

the mailing, Layout shows you one

sample record. You can easily

determine if the information you

want to include in the mailing is

selected by clicking Layout after

you make selections on each mail

tab.

Save mailing template N/A You can save the settings you

select for each mailing as a

parameter file. A parameter file is

essentially a template you can use

to run the exact mailing at a later

date. Or, you can make changes to

the parameter file settings to build

a new mailing without having to

select all the settings again. By

using parameter files, you can save

time because you do not need to

recreate your mailings each time.

To save mailing parameters, once

you create the mail task, select

File, Save on the menu bar. Enter a

name for the mailing that explains

the contents and a description of

the parameters selected. Click

Save.

Quick Letters for participants N/A Quick Letters screen, General tab,

Create for frame, Participants.

Adjust address placement on

labels or envelopes

N/A Can specify the number of blank

lines to print before the first line

and also the number of spaces

before each line. This is done on

the format tab - output options.

172

HAPTER

Print return address N/A For envelopes, you can select to

print the return address for your

organization. On the envelope

parameter screen, select the

Format tab. Select Return

Address.

Avery 566 series/ clear labels N/A Raiser’s Edge 7 now supports this

label type.

Label information Print Labels or Cards screen,

General tab, Label Types frame:

Description; Dimensions; # Across

Label screen, General tab, Form

type grid: Type, Size, Across,

Down, Description

Postal discount for flats N/A For organization that use

PostalSaver and subscribe to

AddressAccelerator (address

correction data service), the

program now supports the address

processing category “flats” for

postal discounts.

Select to start printing at a specific

row and column

N/A Label screen, General tab, Start

printing in Row field and Column

field.

Dates to determine gift

information included in a mailing

General tab: Start Date, End Date

(the program includes gifts with a

gift date between the start and

end date selected)

General tab, Include Gifts with

these Dates frame

Date to use: Gift date, GL post

date

Date: you can select a specific date

or date range

Create Output Query For mailings that include the

option to create an output query,

the query type available is based

on the mailing selected.

In version 7, you can select to

create an output query for each

mailing. The query types available

are based on the mailing selected.

For mailings that include different

types of records, you can select

from more than one query type.

For example, when printing

receipts, you can choose from the

following output queries:

Constituent, Individual,

Organization, Gift.

Addressee/Salutations format Format tab, Addressee frame.

Additional addressee/salutations:

Fields to Export tab, Fields to be

Exported frame.

Fields to Include tab, Available

Fields, double-click the

Addressee/Salutation folder

Field Name or Program Function RE 6.42 Location RE 7 Location

Sort Format Tab, Order frame, (if

available).

Basing your mailing on a query

limits the sort options available.

For labels, cards, envelopes, label

truncation reports and Quick

Letters, you can sort by the query

sort order or by ZIP code. For all

other mailing types, the sort order

selected in the query is used.

If the mailing is not based on a

query, the mailing type determines

if sorting is available, and if

available, the sort orders you can

select.

Format tab, Sort

Sorting is available for all mailing

types. You can select from two

options: Do not sort and Sort from

the following fields.

Marking the sort option enables

the sort selection fields. The fields

you can sort in the mailing appear

in the Available Fields box. The

selections available are

determined by the fields chosen

on the Fields to Include tab. Move

the fields you want to use to the

Sort Fields box. In version 7, you

can select as many sort fields as

you like. Highlight each field and

use the Asc and Desc buttons to

determine the order for each.

If the mailing is based on a query,

you can also select Query from the

Available Fields box to apply the

query sort order to the mailing.

Fields to include Certain mailing types have a Fields

to Export tab on which you can

select fields to include in the

mailing. The available fields are

determined by the mailing type.

In version 7, all mailings have a

Fields to Include tab. The fields

available depend on the mailing

selected, but you have more field

selections available in each list.

Acknowledge method for Donor

Acknowledgement and

Honor/Memorial

Acknowledgement letters

Format tab, Acknowledge Method

frame

Fields to Include tab, Send one

letter to each field

Campaigns, Funds, Appeals,

Constituent Codes, Letters

Separate tabs Filters tab

Packages N/A New filter type in version 7

Date Last Changed filter N/A Quick Letters, Filters tab

Field Name or Program Function RE 6.42 Location RE 7 Location

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Attributes tab Include Attributes frame; Exclude

Attributes frame

Include or Exclude Records With

these Attributes checkbox and

frame; Add, Update or Delete

these Attributes for each Record

checkbox and frame

If you select to include or exclude

records by attribute, the record

types available in the Record Type

column depend on the mailing

select. For example, you may be

able to include or exclude

constituent records and gift

records for one mailing type, and

constituent records only for

another mailing.

Addresses Address tab; Contacts tab for

organization contact information

Ind. Address tab, Org. Address tab

You can select organization

contact information on the Org.

Address tab.

Exclude zero amount gifts N/A Gift Types tab, Exclude zero

amount gifts checkbox

Recurring gift types N/A Gift Types tab, Gift Types box:

Recurring Gift Pay-Cash, Recurring

Gift

New gift type in version 7.

Include all default gifts types in

mailing

N/A Gift Types tab, Load All Defaults

button.

Determine how to calculate gift

balance

N/A Gift Types tab, Calculate gift

balance based on date range,

campaign, fund, and appeal

checkbox. Available only if the Use

gift balance instead of gift amount

checkbox is marked.

Omit punctuation Format tab, Omit Punctuation

checkbox

Not available for letters.

Format tab, Output options, Omit

punctuation from checkbox

Available for all mailing types.

Capital letters Format tab, Print in ALL CAPS

checkbox

Available only for labels, cards, and

envelopes.

Format tab, Print address in ALL

Caps checkbox

For letters: Format tab, Export

address in ALL Caps checkbox

Available for all mailing types.

Field Name or Program Function RE 6.42 Location RE 7 Location

Postal tab Not available for letters. Available for all mailing types.

For letters, if you use Postal

Discounts and include the Address

barcode and Endorsement line

fields on the Fields to Include tab,

you can use the Postal tab to sort

the mailing to qualify for postal

discounts.

Amount Display options N/A Format tab, Miscellaneous,

Amount Display Options frame

Available for forms and

acknowledgement letters.

Label truncation reports Opening Mailing Function screen,

Label Truncation Reports

Available only as a separate

mailing function.

Labels, Cards, and Envelopes page,

Label Truncation Report

For envelopes, labels, name tags,

and place cards, you can select to

create a report before generating

the mailing: Format tab,

Truncation reports, Print

Truncation Reports before run

checkbox and frame.

Field Name or Program Function RE 6.42 Location RE 7 Location

176

HAPTER

Query

Field Name or Program Function RE 6.42 Location RE 7 Location

Query type Edit, Properties, Query Properties

screen, Properties frame, Type

field

Tools, Query Options, Query

Options screen, General tab,

Query Type field

Query format Edit, Properties, Query Properties

screen, Properties frame, Format

field

Tools, Query Options, Query

Options screen, General tab,

Query Format field

Query description Edit, Properties, Query Properties

screen, Description field

Tools, Query Options, Query

Options screen, General tab,

Description field

Others may use/modify query Edit, Properties, Query Properties

screen, Other users may execute

this query checkbox and Other

users may modify this query

checkbox

Tools, Query Options, Query

Options screen, General tab, Other

users may run this query checkbox

and Other users may modify this

query checkbox

Select from query Edit, Properties, Query Properties

screen, Select from Static Query

checkbox and field

Tools, Query Options, Query

Options screen, Record Processing

tab, Select from query checkbox

and field

Apply output limits Edit, Properties, Query Properties

screen,

Apply Output Limits

checkbox and frame

Tools, Query Options, Query

Options screen, Record Processing

tab, Apply output limits checkbox

and options

Soft credits and matching gift

credits

Edit, Properties, Query Properties

screen, Soft Credit frame and

Matching Gifts frame

Available only if a gift field is

selected for the query criteria.

Tools, Query Options, Query

Options screen, Gift Processing

tab, Credit Soft Credits to frame

and Credit Matching Gifts to

frame

Default type and format Edit, Preferences, New Queries

frame, Default Type field and

Query Format field

Tools, User Options, Query tab,

General, Default query type field

and Default query format field

Name format Edit, Preferences, Name Format

field

Tools, User Options, Query tab,

General, Constituent name format

field

Number of records display Edit, Preferences, Display Number

of Records Found checkbox

Tools, User Options, Query tab,

General, Display number of

records found on all queries

checkbox

Automatically run query when

opened

Edit, Preferences, Run Query

When Opened checkbox

Tools

, User Options, Query tab,

General, Automatically run

queries when opened checkbox

Automatically include criteria

selected in query output

Edit, Preferences, Automatic

Output for Criteria Fields

checkbox

Tools, User Options, Query tab,

Advanced, Automatically add

criteria fields as output fields

checkbox

Delete multiple queries File, Delete From the Query page, Tools,

Delete Multiple Queries

Only show my queries File, Open, Only show my queries

checkbox

Query page, Only show my

queries checkbox

Recently accessed queries File menu Query page, Recently Accessed

Queries list

Viewable query information File, Open, Query Information

frame

The information in this frame

corresponds to the query you

highlight.

Query page columns

To add or remove columns, select

Columns from the right-click menu

and change the selections in the

Display these columns box.

New columns available in

version 7: Last changed, Time,

Include in, Output limits, Suppress

duplicates

Available query types • Individual

• Organization

•Constituent

•Gift

• Relationship

•Special Events

• Individual

•Organization

•Constituent

•Gift

•Relationship

•Event

•Campaign

• Fund

• Appeal

•Job

• Participant

• Membership

•Action

Query toolbar Find Field button Edit, Find or binoculars toolbar

button

Start of Field option, Any Part of

Field option

Edit,

Find, binoculars toolbar

button, and Find button on

Criteria, Output, and Sort tabs

Match field selections: Any Part of

Field, Whole Field, Start of Field

Match case checkbox

Preview control report File, Print Preview or print

preview toolbar button

File, Print Preview, Control Report

Field Name or Program Function RE 6.42 Location RE 7 Location

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Print query results File, Print or print toolbar button File, Print, Query List or print

toolbar button

Merge queries File, Merge Query page, Tools, Merge Queries

Gift summary fields Available Fields frame, Gift,

Summary Information

Criteria tab, Available Fields

frame, Summary Information,

Summary For Gift

Entering criteria for summary

information

Edit Field Criteria screen fields Edit Field Criteria screen, Criteria

tab fields and Filter tab fields

Open a group From Constituent Management,

File, Group

On the query Results tab,

double-click a record. Use the

arrow buttons on the menu bar to

move to the next record or the last

record in the query group.

Refreshing static query File, Refresh Static Query Records, Refresh

Query name N/A Tools, Query Options, General tab,

Query Name field

Suppress duplicate rows N/A Tools, Query Options, Record

Processing tab, Suppress duplicate

rows checkbox

VBA Macro N/A Tools, Query Options, Record

Processing tab, VBA Macro field

Alternate SQL method for code N/A Tools, Query Options, Advanced

Processing tab, Use alternate SQL

method for code table fields

checkbox

Alternate SQL method for multiple

attributes

N/A Tools, Query Options, Advanced

Processing tab, Use alternate SQL

method for multiple attributes

checkbox

Automatically save query criteria,

sort order, and output selections

when closed

N/A

Tools, User Options, Query tab,

General, Automatically save query

parameters on close checkbox

Applying filter criteria to summary

fields

N/A Tools, User Options, Query tab,

Advanced: Automatically apply all

query criteria option, Do not

automatically apply all query

criteria option, Ask me each time I

select a summary field option

Field Name or Program Function RE 6.42 Location RE 7 Location

Include certain constituents N/A Tools, User Options, Query tab,

Advanced: Include inactive

constituents option, Include

deceased constituents option,

Include constituents with no valid

addresses option

Display code tables by short/long

description

N/A Tools, User Options, Query tab,

Advanced

Code table sort order N/A Tools, User Options, Query tab,

Advanced

Quick Find N/A Query page, Quick Find field

Favorites N/A On the Query page, highlight the

query name. From the menu bar,

select Favorites, Add to Favorites.

On the Add User Favorite screen,

enter the query description so you

can easily identify it in the

Favorites list, and click OK.

Open records from results tab N/A Double-click a record. Use the

arrow buttons on the menu bar to

move to the next record or the last

record in the query group.

Summary of action information for

constituents

N/A For constituent, individual, or

organization queries, the

Summary Information fields in the

Available Fields list includes the

Summary for Actions field.

Expand query list N/A Query page, Expand Query List

field

Query properties N/A File, Properties or Properties

toolbar button. From the

Properties screen General tab, you

can view the query details. From

the Selected Fields tab, you can

view the criteria, sort, and output

selections applied to the query.

Ask operator N/A Query criteria operator. By

selecting <ask> in the Operator

field, you do not have to define a

value for the field until you run the

query. When you run a query

containing an ask operator, a

prompt appears for each <ask>

field, and you must select a value

to continue.

Field Name or Program Function RE 6.42 Location RE 7 Location

180

HAPTER

Reports

Field Name or Program Function RE 6.42 Location RE 7 Location

Determine report orientation for

printing

N/A Tools, User Options, Reports tab,

All Reports

You can base the print orientation

or reports, portrait or landscape,

on either the report settings or the

printer settings.

Financial Reports: Gift Detail

Report, Gift Summary Report

Separate reports. You can also

select to include a gift summary

from the Gift Detail Report Format

tab, by marking the Include Gift

Summary By checkbox and

choosing the record type on which

to base the summary information.

Reports page, Financial Reports

link, Gift Detail and Summary

Report. From the General tab,

Report Type frame, you can mark

Detail, Summary, or Both.

Records to include in report If more than one record type may

be included: General tab, From

Group field. You can select a query

to base the report on from this

field or leave the field blank to

process all record types available

for the query.

If only one record type applies:

General tab, Records to Include

frame, All Records, Selected

Records, or One Record.

General tab, Include button, All

Records, Selected Records, or One

Record.

Create an output query If available for the report selected:

Format tab, Create Output Query

checkbox.

General tab, Create output query

checkbox and field, if available.

The Create output query field is

only available if you can base the

output query on more than one

record type.

Base Pledge Reports on a gift

query

N/A In version 7, you can select to

include records from a gift query,

in addition to constituent,

individual, and organization

queries.

Soft credit options If available for the report selected:

General tab, Soft Credit frame.

You can mark the Credited to

Donor, Credited to Recipients, or

Credited to Both option. If you

mark Credited to Recipients or

Credited to Both the Split Evenly

checkbox is enabled.

If available for the report selected:

General tab, Soft Credit frame.

You can mark the Donor, Soft

credit recipients, or Both option. If

you mark Soft credit recipients or

Both, you can determine how you

want to distribute credit. You can

select: Use distribution on gift, Full

amount to all, or Split evenly.

Campaigns tab, Funds tab, Appeals

tab

You can make selections on each

of these tabs to filter the

information in campaign, fund,

and appeal records you want to

include in the report.

Filters tab

Include certain constituents N/A General tab, Include these

Constituents frame: Inactive

constituents, Deceased

constituents, Constituents with

no valid addresses checkboxes.

Exclude zero amount gifts N/A Gift Types tab, Exclude zero

amount gifts checkbox

Determine how to calculate gift

balance

N/A Gift Types tab, Calculate gift

balance based on date range,

campaign, fund, and appeal

checkbox. Available if the Use gift

balance instead of gift amount

checkbox is marked. The following

Pledge Reports are exceptions:

Activity Report, Campaign Report,

and Pledge Status Report. The

Calculate gift balance checkbox is

always available for these reports.

Include/Exclude based on

Constituent Attributes

N/A New tab

Attributes tab Include Attributes frame; Exclude

Attributes frame

Include or Exclude Records With

these Attributes checkbox and

frame; Add, Update or Delete

these Attributes for each Record

checkbox and frame

If you select to include or exclude

records by attribute, the record

types available in the Record Type

column depend on the report you

select. For example, you may be

able to include or exclude

constituent records and gift

records for one mailing type, and

constituent records only for

another mailing.

Address Processing one tab separate tabs for Individual and

Organization

Name Formats define for donor only define for donor and solicitor

Field Name or Program Function RE 6.42 Location RE 7 Location

182

HAPTER

Print Report Criteria (Control

report)

N/A Format Tab/ can select what parts

of the criteria to print/define to

print on a separate page or first

page of report

Sort/Break Date or Alpha if no query selected.

Otherwise, query order.

Sort can be defined based on fields

selected in report. Break options

are new to 7.0.

Page and Report Footers N/A new/Format Tab

Amount Display Options N/A Format Tab/Misc.

Double Space report N/A Format Tab/Misc.

Optional Columns as defined in Constituent

record/Gift Tab

More field options available to

select/Format Tab

Apply Color Scheme N/A new/Format Tab

Enhancements to Cash Receipts

Journal

Print Credit Card Info; Include

Reference field (optional)

Attributes Tab N/A new

Option for selected solicitor N/A new

Filters Action type, status, solicitor,

constituency

these plus action category, track,

campaign, fund, users

Include these phone types (Tickler) Two may be defined Any type may be included

Base report on option (Tickler) solicitor user or solicitor

Show action status N/A new

Constituent Action History Separate report Was eliminated due to being

identical to the Action Detail

report

Action Reminder Separate report deferred

Solicitor Comparison N/A new

Solicitor Goal Summary N/A new

CAE report deferred to future release

Enhancements to Solicitor

Performance Analysis

Support of Soft Credit gifts; Print

Solicitor Add\Sal; Show donors

targeted for specific Campaign;

Option for Totals only; use gift

query; show only assigned

campaign.

Field Name or Program Function RE 6.42 Location RE 7 Location

Alumni Class Analysis ran Totals or Individual from

Format, but could not run in the

same process

ability to print both at the same

time

Enhancements for Alumni Class

List

Only prints for Primary education

record

Print for multiple Class Of/

Education records; Not to print

keyname if add\sal selected;

option to print 2 addresses.

Enhancements to CFA

Performance reports

Show totals at bottom; show C,F,A

if no gifts given

Only show Active CFA N/A new

CFA Goal Summary reports N/A new

CFA Comparison Summaries N/A new

Sporting Event Roster formerly Tournament Roster name change

Report on options Event only Event or Group

Sort/Break by registrant or Div/Team These plus Position, Time Location,

Gender, etc. Depends on report.

Define optional columns new on Sporting Event/ Format tab

Dinner Preferences report N/A new

Date to Use based on membership Membership date or Gift Date

Create output query not supported on some reports Cons, member, or gift query on all

reports

Filters limited to type of report run Expanded list of filters. Most

include Cons solicitor, mem

solicitor, Constituency, Programs,

Categories, Subcategories. CFA

filters only show if Date to Use is

Gift Date.

Gift Types tab Only shown if Date to Use is Gift

Date.

Attribute tab N/A new

Field Name or Program Function RE 6.42 Location RE 7 Location

184

HAPTER

Configuration

After the conversion completes, ensure that all your system wide settings are established. We recommend the

supervisor fills out all the appropriate configuration information.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Name General 1 Name General

Address General 1 Address General

City General 1 Address General

State General 1 Address General

Zip General 1 Address General

Country General 1 Address General

Phone General 1 Phone General

Fiscal Year Ends General 1 Fiscal year ends General

Volunteer Year Starts General 1 Volunteer year starts General

Alumni School/College General 1 Alumni/School College

or Alumni

establishment

General For more

information, see

the Conversion

Planning Guide.

Federal Tax ID General 1 Federal Tax ID General US version

User Defined General 1 User defined General US version

ID General 1 ID General US version

Automatically Generate

Constituent IDs

General 2 Automatically

Generate Constituent

IDs

Business Rules,

Generate IDs

Automatically Generate

Special Event IDs

General 2 Automatically

Generate Special Event

IDs

Business Rules,

Generate IDs

Automatically Generate

Membership IDs

General 2 Automatically

Generate Membership

IDs

Business Rules,

Generate IDs

N\A N\A Automatically

Generate Gift IDs

Business Rules,

Generate IDs

N\A N\A Change ID generation Business Rules,

Generate IDs

N\A N\A Prefix IDs with current

year

Business Rules,

Generate IDs

N\A N\A Reset numbering at

the start of a new year

Business Rules,

Generate IDs

N\A N\A Separate prefix from

numbering using

Business Rules,

Generate IDs

Automatically Soft Credit

Spouse

General 2 Automatically soft

credit this individual

for gifts

Constituent

record, Spouse

button, General

Automatically Soft Credit

Matching Gift Pledge

General 2 Automatically apply

soft credit to matching

gift pledge

Business Rules,

Gift options,

Activity options

Individual Duplicate

Criteria – Field Name

General 2 Field Name Business Rules,

Duplicates

Individual Duplicate

Criteria – Length

General 2 Length Business Rules,

Duplicates

Organization Duplicate

Criteria – Field Name

General 2 Field Name Business Rules,

Duplicates

Organization Duplicate

Criteria – Length

General 2 Length Business Rules,

Duplicates

N\A N\A Gift - Field Name Business Rules,

Duplicates

N\A N\A Gift - Length Business Rules,

Duplicates

Membership Card Name

Default

General 2 Default Membership

Card

Addressee/Salutation

Business Rules,

Name Display

N\A N\A Membership Given by

Addressee/Salutation

Business Rules,

Name Display

N\A N\A Honor/Memorial

Addressee/Salutation

Business Rules,

Name Display

Duplicate Screen

Addressee/Salutations

Preferences Search Screen.

Options button.

Miscellaneous

buttons

Duplicate Screen

Columns

Preferences Columns functionality Search Screen.

Options button

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

186

HAPTER

Heading

Addressee/Salutation

Preferences Heading –

Addressee\Salutation

– Individual

User Options,

Records

N\A N\A Heading –

Organization

User Options,

Records

N\A N\A Heading – Relationship User Options,

Records

N\A N\A Heading – Contacts User Options,

Records

Interfaces – Word

Processor Name

Preferences N\A N\A No equivalent in

version 7.

Interfaces – Word

Processor Program Path

Preferences N\A N\A No equivalent in

version 7.

Interfaces – Word

Processor Data File Path

Preferences User Options User Options,

File Location

Interfaces – Spreadsheet

Name

Preferences N\A N\A

Interfaces – Spreadsheet

Program Path

Preferences N\A N\A

Interfaces – Spreadsheet

Data File Path

Preferences User Options User Options,

File Location

Report Writer Database

Path

Preferences User Options User Options,

File Location

Graph Type Preferences N\A N\A

AccuMail Present Preferences N\A N\A

AccuMail Path Preferences User Options User Options,

File Location

Phone Format Preferences Tables Edit Table Entry

Class of Format Preferences Class of format Business Rules,

Business Rules

treeview,

Alumni Options

For more

information, see

the Conversion

Planning Guide.

Enter Key Moves to Next

Field

Preferences N/A N/A This

functionality is

not available in

version 7.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Confirm Single Match

Results

Preferences Confirm single match

results

Search Screen,

Options button

Use Campaign, Fund and

Appeal ID

Preferences Appeal format User Options,

Records

Use Campaign, Fund and

Appeal ID

Preferences Fund format User Options,

Records

Use Campaign Fund and

appeal ID

Preferences Campaign format User Options,

Records

N\A N\A Event format User Options,

Records

N\A N\A Membership program

format

User Options,

Records

N\A N\A Check these tabs for

data

User Options,

Records

Automatically Complete

Table Entries

Preferences Automatically

complete table entries

User Options,

General

N\A N\A Select the color to

designate cells that are

locked

User Options,

Color

The default is

yellow.

N\A N\A General Ledger Search

Options

This defaults to

automatic.

Validate Credit Card

Numbers

N\A If credit card no. is

invalid

Business Rules

N\A N\A For gifts linked to

proposals, link

matching gift pledge to

the proposal as well

Business Rules

N\A N\A Exclude deceased

individuals from

Search, Reports

Mailings, Query,

Exports

Business Rules

N\A N\A Default credit for

matching gifts to

Business Rules

Membership – Category

Description

Membership Cat Category Membership

Categories,

General

Information tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

188

HAPTER

Membership – Dues

Level

Membership Cat Dues level Membership

Categories,

General

Information tab

Membership – Minimum

Dues

Membership Cat Minimum dues Membership

Categories,

General

Information tab

Membership –

Maximum Dues

Membership Cat Maximum dues Membership

Categories,

General

Information tab

N\A N\A Program Membership

Categories,

General

Information tab

N\A N\A Subcategory Membership

Categories,

General

Information tab

N\A N\A Lifetime membership Membership

Categories,

General

Information tab

N\A N\A Maximum

membership per

membership record

Membership

Categories,

General

Information tab

N\A N\A Membership category

is inactive

Membership

Categories,

General

Information tab

Membership – Default

Fund

Mem Cat Gift defaults button;

Configuration,

Membership

Categories, Default

Settings tab

For more

information, see

the Conversion

Planning Guide.

N\A N\A Default Expires to Membership

Categories,

Default Settings

tab

This defaults to

“Same

month/day as

cycle start date”.

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Membership –Expires

After Units

Membership Cat New membership

expires after

And

Renewed

memberships expire

after

And

Rejoined memberships

expire after

Membership

Categories,

Default Settings

tab

Membership – Expires

After Frequency

Membership Cat New membership

expires after

And

Renewed

memberships expire

after

And

Rejoined memberships

expire after

Membership

Categories,

Default Settings

tab

Default Benefits Membership Cat Benefit Membership

Categories,

Benefits tab

N\A N\A Send benefits to Membership

Categories,

Benefits tab

N\A N\A Default renewal card

status to

Membership

Categories,

Default Settings

tab

Default Receipt Amount Membership Cat Default receipt

amount

Membership

Categories,

Default Settings

tab

Other Amount Membership Cat Other amount Membership

Categories,

Default Settings

tab

Renewal Information –

Letters

Membership Cat Letters Membership

Categories,

Renewal

Information tab

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

190

HAPTER

Renewal Information –

Comment

Membership Cat Comments Membership

Categories,

Renewal

Information tab

Renewal Information – # Membership Cat No. Membership

Categories,

Renewal

Information tab

Renewal Information –

Renew

Membership Cat Frequency Membership

Categories,

Renewal

Information tab

Renewal Information –

Before/After

Membership Cat Before/After Membership

Categories,

Renewal

Information tab

Drop After –Units Membership Cat Drop this membership

after being lapsed for

Membership

Categories,

Renewal

Information tab

Drop After – Frequency Membership Cat Drop this membership

after being lapsed for

Membership

Categories,

Renewal

Information tab

N\A N\A Renewal notice

information when

there are gifts of

membership

Membership

Categories,

Renewal

Information tab

Financial Institution –

Bank Name

Financial Inst Bank name Financial

Institutions

Financial Institution –

Branch Name

Financial Inst Name Financial

Institutions

Financial Institution –

Branch Address

Financial Inst Address Financial

Institutions

Financial Institution –

Branch City

Financial Inst Address Financial

Institutions

Financial Institution –

Branch State

Financial Inst Address Financial

Institutions

Financial Institution –

Branch Zip

Financial

Institutions

Address Financial

Institutions

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

N\A N\A Phone Type Financial

Institutions

Financial Institution

–Branch Phone

Financial Inst Phone Financial

Institutions

Financial Institution –

Branch Country

Financial Inst Address Financial

Institutions

Financial Institution –

Branch Region

Financial Inst Address Financial

Institutions

Sort code Financial Inst Sort code Financial

Institutions

BSB # Financial Inst BSB # Financial

Institutions

State # Financial Inst State # Financial

Institutions

Abbreviation Financial Inst Abbreviation Financial

Institutions

Institution ID Financial Inst Institution ID Financial

Institutions

Destination ID Financial Inst Destination ID Financial

Institutions

Financial Institution –

Sponsoring Bank

Financial Inst Sponsoring Bank

checkbox

Configuration,

Financial

Institutions

Financial Institution –

Account Name

Financial Inst Account name Configuration,

Financial

Institutions,

Sponsoring

Bank frame

Financial Institution –

Account #

Financial Inst Account number Configuration,

Financial

Institutions,

Sponsoring

Bank frame

Financial Institution –

User Number

Financial Inst User number Configuration,

Financial

Institutions,

Sponsoring

Bank frame

Financial Institution –

Branch Transit/Routing #

Financial Inst Transit Routing # Financial

Institutions

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

192

HAPTER

Financial Institution –

Branch Immediate Origin

Financial Inst Immediate origin Financial

Institutions

Financial Institution –

Branch Other

Financial Inst Other Financial

Institutions

Add/Sals Add/Sals tab Add/Sal tab Addressees/

Salutations

Tables Tables tab Tables Tables For more

information, see

“Export” on

page 166.

N\A N\A Interfund Entries tab GL Distributions

N\A N\A Gift type GL Distributions

N\A N\A Associated type GL Distributions

N\A N\A Automatically match

this gift

Gift Types tab

N\A N\A Automatically apply

gift credits for this gift

type

Gift Types tab

N\A N\A Gift type is inactive Gift Types tab

N\A N\A Gift Summaries tab

N\A N\A Account Distributions

tab

GL Distributions

Blackbaud General

Ledger System Present?

General Ledger

tab

N\A General Ledger No equivalent in

version 7. If this

is marked in

6.4x, then the

program

assumes a path

exists.

GL System Path General Ledger

tab

Database path General Ledger

Check GL Numbers General Ledger Validate general ledger

information

General Ledger

Source Database

Administration,

Post to GL

Raiser’s Edge source General Ledger Defaults to

The Raiser’s

Edge

Journal Reference Fields

Name

General Ledger

tab

Reference field name General Ledger

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Journal Reference Fields

Length

General Ledger

tab

Length General Ledger

Attributes Description Attributes tab Description Attributes

Attributes Data Type Attributes tab Data type Attributes

Attributes Table Name Attributes tab Table name Attributes

N\A N\A Allow only one per

record

Attributes

N\A N\A Required Attributes

International – Name International tab Name International

International –

Abbreviation

International tab Abbreviation International

International – Currency

Type

International tab Type International

International – Annual

Rate

International tab Annual rate International

International –Symbol International tab Symbol International

International –

Placement

International tab Placement International

International – Number

Format, 1000 Separator

International tab 1000 separator International

International – Number

Format, Decimal

Separator

International tab Decimal separator International

International – Number

Format, Decimal Digits

International tab Decimal digits International

International – Number

Format, Leading Zero

International tab Leading zero International

International – Address

Format

International tab Format address for this

county like

International

N\A N\A By default, synchronize

individual address

fields with <address as

it will be printed>

International

N\A N\A Include country in

<address as it will be

printed> using

International

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

194

HAPTER

Tables

The following is a list of all the tables in 6.4x that convert to an equivalent in version 7 and the new tables in

version 7. Any attributes stored as tables also convert.

Letters – Description Letters tab Description Letters

Letters – File Name Letters tab File location Letters

Letters – Fields in

Document

Letters tab Merge document field Letters

Letters – Raiser’s Edge

Fields

Letters tab Raiser’s Edge fields Letters

Field Characteristics Constituent

Management

Fields Fields

Version 6.42 Version 7

Action status Action Status

Actions Actions

Addr/Sal types Addr/Sal Types

Address info sources Address Info Sources

Address types Address Types

Affiliations Affiliations

Agencies Agencies

Assignments Assignments/Interests

Awards Awards

Benefits Benefits

Categories Categories

Certifications Certifications

Class of Degree Class of Degree

Classifications Classifications

Closing codes Closing Codes

Constituencies Constituent Codes

RE 6.42 Field RE 6.42 Location RE 7 Field RE 7 Location Comments

Contact types Contact Types

Counties Counties

Credit cards Credit Cards

Currency types Currency Types

Degrees Degrees

Departments Departments

Divisions Divisions

Donor age analysis codes Donor Age Analysis Codes

Donor category 1 Donor Categories - Table 1

Donor category 2 Donor Categories - Table 2

Donor category 3 Donor Categories - Table 3

Ethnicity Ethnicities

Expense types Expense Types

Faculties Faculties

Financial data types Financial Data Types

Fund categories Fund Categories

Gift codes Gift Codes

Gift size analysis codes Gift Size Analysis Codes

Hon/Mem types Tribute Types

Income Income

Industries Industries

Information sources Information Sources

Instruments Instruments

Locations Locations

Lodgings Lodgings

Mail types Mail Types

Marital Status Marital Status

Version 6.42 Version 7

196

HAPTER

N\A Membership Card Types

N\A Membership Categories

N\A Membership Programs

N\A Membership Subcategories

Notepad types Notepad Types

Participant status Participant Status

Participant types Participant Types

Phone types Phone Types

Professions Professions

Proposal status Proposal Status

Prospect Interests Prospect Interests

Purposes Purposes

Ratings Ratings

Reason dropped Reason Left?

Regions Regions

Relationships Relationships

Religions Religions

School types School Types

Schools Schools

Sources Sources

Special events expenses Event Expenses

Special event groups Event Groups

Special event types Event Types

Special event units Event Units

Special interests Special Interests

Special mailing types Special Mailing Types

Subject of Study Subject of Study

Version 6.42 Version 7

Suffixes Suffixes

Target Target

Teams Teams

Titles Titles

Type of gift Type of Gift

Volunteer courses Volunteer Courses

Volunteer license types Volunteer Licence Types

Volunteer positions Volunteer Positions

Volunteer skill levels Volunteer Skill Levels

Volunteer skills Volunteer Skills

Volunteer status Volunteer Status

Volunteer types Volunteer Types

Version 6.42 Version 7

198

HAPTER

actions

field mapping

actions information

123

attributes

124

information

123

post conversion

address information

field mapping

additional addresses

address types

alternate addresses

business

contacts

individual addresses

individuals

organization

spouse

spouse business

addressee/salutation, field mapping

100

adjustments, field mapping

112

affiliation information, field mapping

104

alternate address information, field mapping

alumni school/college default, post conversion

appeals, field mapping

162

attributes

education, converting

education, field mapping

gift, field mapping

123

bank information, field mapping

bio 1 tab

individual

organization

business

addresses

business information, field mapping

campaigns, field mapping

164

configuration, field mapping

184

constituency codes, field mapping

constituents

converting

deceased

inactive

no valid address

duplicate criteria

field mapping

appeal information

106

attribute information

125

bank information

notepad information

106

solicitor information

126

contacts

addresses

field mapping

credit card numbers, post-conversion

Crystal report

creating in version 7

installing

post-conversion

data processing

details report

education

attributes, converting

attributes, field mapping

field column

information, field mapping

employment information, field mapping

Event Management, field mapping

143

events, field mapping

143

events, post conversion

Export

creating in version 7

post conversion

export, field mapping

166

field characteristics, post conversion

field mapping

actions

123

Index

200

address information

addressee/salutation

100

affiliation information

104

alternate address information

appeal information

106

appeals

162

bank information

business information

campaigns

164

configuration

166

constituency codes

constituent attributes

125

constituent biographical information

individual

organization

constituent solicitor information

126

contact information

education attributes

education information

employment information

Event Management

143

export

166

funds

164

gift information

adjustments

112

general ledger distribution

112

gift attributes

123

gifts

106

honor/memorial

120

matching gifts

116

recurring gift information

121

reversals

112

split gifts

111

stocks

116

write-offs

115

Honor/Memorial Tracking

128

mail

171

media information

124

Membership Management

140

notepad information

106

phone information

Prospect Research Management

136

query

176

relationship information

100

reports

180

tables

194

Volunteer Management

129

funds, field mapping

164

general ledger distribution, field mapping

112

gift

attributes, field mapping

123

information, field mapping

106

gift distributions

distributions of gifts

head of household

honor/memorial gift, field mapping

120

Honor/Memorial Tracking, field mapping

128

individual, field mapping

installing Crystal Reports

international address fields, post conversion

mail merge documents, post-conversion

mail, field mapping

171

mailing, post-conversion

matching gift information, field mapping

116

media information, field mapping

124

membership card name, post-conversion

membership gift defaults, post-conversion

membership information, field mapping

140

Membership Management, field mapping

140

notepad information, field mapping

106

organization, field mapping

phone information, field mapping

post-conversion assistant

actions changed display

actions processed display

addressee and salutation

completed actions

constituents changed display

data processing

defined

details report

education attributes

head of household

primary addressee

running

solicit codes

summary

volunteer module

post-conversion checklist

pre-conversion

NDEX

201

primary addressee

primary salutation

printing

queries in version 7

reports in version 7

prospect research

field mapping

136

Prospect Research Management, field mapping

136

query

creating in version 7

post conversion

printing in version 7

query, field mapping

176

recurring gift information, field mapping

121

relationship education information, field mapping

100

relationship education information,

post-conversion

relationships changed display

reports

create control report

post conversion

post-conversion details

printing in version 7

reports, field mapping

180

reversals, field mapping

112

running post-conversion assistant

sale of stocks, field mapping

116

school name table, post-conversion

security groups, post-conversion

soft credit spouses, post-conversion

solicit codes, converting

solicitors, field mapping

126

split gifts, field mapping

111

spouse

field mapping

addresses

business addresses

stocks, field mapping

116

tables, post-conversion

tribute module, field mapping

128

use this addressee/salutation type field

user defaults, post-conversion

user options, post-conversion

version 7, field mapping

Volunteer Management, field mapping

129

volunteer module

field mapping

jobs

136

volunteer information

129

volunteer module, post-conversion

write-offs, field mapping

115

202