Thursday, March 13, 2014

Financial Edge and Mapped Drives

Financial Edge has a few "quirks" shall we call them?
This one was a lot of fun. I had a user who exported lots of reports from FE. The user, while connected to the network, would export a report from FE and browse file explorer (as it prompts) to save.  The network drives she had mapped would all show with red x's over them (while in Computer they look fine) and one specific drive wouldn't come up at all.

Blackbaud support told me to contact my IT person - because there must be a setting there that they had set.
My response was: I am the IT person and can you tell me exactly what kind of setting I would choose to make sure that ONLY Financial Edge could not access a personal drive and that the other drives show with red x's?

At any rate, the long story short, this user had UAC set on their machine - to a mid-level I might add, and that was causing all the issues.

Raiser's Edge & Patron Edge Inte-not-so-greation

Working in a nonprofit organization tends to come with its own set of challenges. One of which is working with Blackbaud's software.  I don't want to talk a bunch of smack - but I do want to say that their core packages could use an upgrade from oh, I don't know, DOS? 

Without futher ado. Here is an issue we ran into with Patron's Edge and Raiser's Edge "integration". 

1.       PE matches funds not based on their ID’s in RE but based on the description (which is ridiculous).
2.       PE has a 50 character limit on the Fund Description Field in PE
3.       RE has no character limit on the Fund Description
4.       When integration runs, PEUser is disabling Funds, but only the same 4 specific funds – why?
a) Our Funds in RE were named something like “111222333 - Donor Name and Specific Purpose for 2014 and beyond" and "111222333 - Donor Name and Specific Purpose for 2014 and beyond - Notes"
a.       As you can see – the issue is that since PE only looks at the first 50 Characters and they are exactly the same, it’s disabling one.
b.      Renaming the fund so that something is different within the first 50 characters resolves the issue.


So i'm not sure if any of you out there are using RE this way with PE integration, but it took me 6 months of random troubleshooting and finally turning off integration (at TopTix's request) to figure it out. So if I save you even a few minutes, I've done my duty!