Thursday, March 13, 2014

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!

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