I would like to link the contact flags on the data entry screen with
specific donor types,
ie - so that when a "potential member" is changed to "patron" their contact
flags automatically change as well.
I think this would save enormous time data entry wise, and would make the
contact flags accurate and useful.
How can I do this?
thanks,
Robyn
Dogwood Alliance
POB 7645
Asheville, NC 28802
828-251-2525
www.dogwoodalliance.org
----- Original Message -----
From: Rainie Jueschke, CFRE <[EMAIL PROTECTED]>
To: TechRocks Support <[EMAIL PROTECTED]>
Sent: Wednesday, May 09, 2001 1:27 PM
Subject: [support] Re: MIgrating Data From Raiser's Edge?
> I've migrated data from Fundmaster to RE win 6.x and from RE win 6.x to
RE7. I'm most familiar with RE7, since that was the program I used last.
I've also
> migrated from Foxpro to ebase, but I'm a pretty new user of ebase.
>
> I may be wrong, but I think most folks migrate into ebase using flat
databases or at least databases that are far less hefty than a vertical
market program like
> RE. Ebase doesn't have all the functionality of RE, it doesn't capture
relationships between constituents, for example. Appeal codes are handled
completely
> different in ebase than in RE. You're probably going to run into
differences in field lengths and format that may give you some headaches.
Fund codes is one place
> that comes into mind where field length or format may be an issue. Ebase
also doesn't handle constituency codes in the same way as RE. You're
probably going to
> need to buy Filemaker Pro so you can customize ebase, otherwise you're
bound to lose a lot of data that just won't have a place in ebase.
>
> The big thing, I think, is to do a careful job of mapping your data so
you know where everything will end up once you migrate into ebase. RE is
such an
> intensive program, with so many fields of data - this is going to be a
big job. I printed out Blackbaud's field map for data migration from 6.4 to
7 and it was
> a huge document, 20 or 30 or more pages. I think you can download a copy
of that document (or one like it) from their web site, which will be helpful
to you in
> the process. The ebase manuals and the data dictionary (available on the
ebase web site) will help you figure out where to migrate you RE data to in
ebase.
>
> Do you home work before hand, make sure your data is relatively clean and
consistent, know where it's coming from and where it's going to go, and be
prepared to
> import more than once. Good luck!
>
> Hipster wrote:
>
> > Anyone have any organic experience with this process? (we're on RE Win
6.x
> > and spinning off a program into their own org - budgetarily they can't
yet
> > swing RE as it costs a bundle!) Anyone know of any gotchas or FAQs on
this
> > process?
> >
> > Much thanx,
> > H.
> >
> > _________________________________________________________________
> > Get your FREE download of MSN Explorer at http://explorer.msn.com
> >
> > ------------------
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> > ---------------------------------------------------------------------
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> > ---------------------------------------------------------------------
>
> --
> Rainie Jueschke, CFRE
> Development Director
> South Carolina Fair Share
> P.O. Box 8888
> 1338 Main Street, Suite 902
> Columbia, SC 29206
> (803) 252-9813 Fax: (803) 799-5816
> [EMAIL PROTECTED]
>
>
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