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

1. Support Roundtable: The Raiser’s Edge Weekly Wrap-Up Support Roundtable: The Raiser’s Edge Weekly Wrap-Up: Your Top 5 Questions January 29, 2010

2. Support Roundtable: The Raiser’s Edge Weekly Wrap-Up: Your Top 5 Questions • Presenters: Laurel Kenerson and Jennifer Murphy, Product Support Leads – Fundraising Solutions • The presentation consists of 5 main topics. We will compile questions during each topic and answer them in an open Q & A after each section. • To ask a question in Live Meeting: • Click Q & A on the toolbar • Type your question in the box • Click Ask • We will be emailing you a copy of this presentation, and it is also available for download through this LiveMeeting.

3. Today’s Agenda • How to reconcile The Raiser's Edge to The Financial Edge (BB203570) • Q & A • How to prepare Donor Acknowledgement Letters (BB519) • Q & A • What are Action Tracks and how to create them (BB18724) • Q & A • How to pay a pledge or matching gift pledge (BB51020) • Q & A • Error: Word cannot start the converter Mswrd632.wpc or Error: Method ~ of object ~ failed when running mail merges (BB708164) • Q & A • Additional Resources • More Q & A (time-pending)

4. How to reconcile The Raiser's Edge to The Financial Edge • Reports in The Raiser’s Edge • Account Distribution Report (BB134378) • Provides a breakdown, by General Ledger accounts, of gifts in the specified date range • General Ledger Audit Report (BB205082) • Provides a list of gifts posted to General Ledger then deleted • Reports in The Financial Edge • General Ledger Report (BB109130) • Provides a Detail or Summary report of account activity • To view a demonstration of this report, click here. • User Guides • The Raiser's Edge and The Financial Edge: An Integrated Solution for Nonprofits Guide (PDF) • Starting on page 57 (Reconciliation Tools section) • Subsidiary Ledger Reconciliation Guide(PDF) • Starting on page 47 (The Raiser's Edge section)

5. How to prepare Donor Acknowledgement Letters For reference after this presentation, you can click here to view an informative 3-4 minute demonstration on this procedure!!

6. What are Action Tracks and how to create them • Used to track Moves Management (BB520946) in The Raiser’s Edge • Refers to the system used to move a constituent from suspect to prospect to donor • Action Tracks are a series of actions that you assign to a constituent, event, or appeal record For reference after this presentation, you can click here to view an informative 3-4 minute demonstration on creating Action Tracks!! For reference after this presentation, you can click here to view an informative 3-4 minute demonstration on assigning Action Tracks!! We also offer an online Moves Management in The Raiser's Edge class.

7. How to pay a pledge or matching gift pledge For reference after this presentation, you can click here to view an informative 3-4 minute demonstration on adding payments from Records!! For reference after this presentation, you can click here to view an informative 3-4 minute demonstration on adding payments from Batch!!

8. Error: Word cannot start the converter Mswrd632.wpc or Error: Method ~ of object ~ failed when running mail merges • You may experience this error when performing a mail merge after applying Microsoft Security Update KB973904 if Microsoft Office 2007 is installed. • The Windows security update (KB973904), released on December 8, 2009, changed the way that Windows and third-party components can use the WordPad-to-Word 6.0 converter. • To correct this error, you will need to either uninstall the Microsoft Update, KB973904, or re-enable the converter by editing registry. • To uninstall KB973904: • Go to Start>Control Panel • Open Add/Remove Programs • Mark the Show Updates checkbox at the top of the screen • Browse to Windows <Version> - Software Updates • Look for Security Update KB973904 • Click Remove

9. Additional Resources Blogs/Forums: • Tips and Tricks: Ringing in the New Year • Mail Musings: Labels and Envelopes • News You Can Use: Case-Sensitive Passwords in The Raiser's Edge 7.91 • Constituent Corner: Creating Letters in Configuration • Report Roundup: Do you send donors Annual or End of Year Tax Statements? FAQs: • Raiser’s Edge 7 and Enterprise FAQs Knowledgebase: • http://kb.blackbaud.com **Click here if you are having trouble logging into our website to access these great resources.**

10. Support Roundtable: Q&A

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