Support Roundtable: The Raiser’s Edge Weekly Wrap-Up: Your Top 5 Questions January 22, 2010 Support Roundtable: The Raiser’s Edge Weekly Wrap-Up

Laurel Kenerson & Jennifer Murphy | Page #2 © 2010 Blackbaud Support Roundtable: The Raiser’s Edge Weekly Wrap-Up 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: 1.Click Q & A on the toolbar 2.Type your question in the box 3.Click Ask We will be ing you a copy of this presentation, and it is also available for download through this LiveMeeting.

Laurel Kenerson & Jennifer Murphy | Page #3 © 2010 Blackbaud Support Roundtable: The Raiser’s Edge Weekly Wrap-Up Today’s Agenda  How to query on constituents’ total giving within a date range (BB339158) How to query on constituents’ total giving within a date rangeBB Q & A  How to prepare Donor Acknowledgement Letters (BB519) How to prepare Donor Acknowledgement Letters BB519 Q & A  How to add a new user in The Raiser’s Edge (BB138504) How to add a new user in The Raiser’s Edge BB Q & A  How to create letters, including letter codes, in Configuration (BB31111) How to create letters, including letter codes, in Configuration BB31111 Q & A  “Error: An ISO country has not been selected for the preferred address of a credit card gift in your EFT batch…” (BB707750) “Error: An ISO country has not been selected for the preferred address of a credit card gift in your EFT batch…”BB Q & A  Additional Resources Additional Resources  More Q & A (time-pending) More Q & A

Laurel Kenerson & Jennifer Murphy | Page #4 © 2010 Blackbaud Support Roundtable: The Raiser’s Edge Weekly Wrap-Up How to query on constituents’ total giving within a date range For reference after this presentation, you can click here to view an informative 3-4 minute demonstration on this procedure!!

Laurel Kenerson & Jennifer Murphy | Page #5 © 2010 Blackbaud Support Roundtable: The Raiser’s Edge Weekly Wrap-Up 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!!

Laurel Kenerson & Jennifer Murphy | Page #6 © 2010 Blackbaud Support Roundtable: The Raiser’s Edge Weekly Wrap-Up How to add a new user in The Raiser’s Edge For reference after this presentation, you can click here to view an informative 3-4 minute demonstration on this procedure!!

Laurel Kenerson & Jennifer Murphy | Page #7 © 2010 Blackbaud Support Roundtable: The Raiser’s Edge Weekly Wrap-Up How to create letters, including letter codes, in Configuration For reference after this presentation, you can click here to view an informative 3-4 minute demonstration on this procedure!!

Laurel Kenerson & Jennifer Murphy | Page #8 © 2010 Blackbaud Support Roundtable: The Raiser’s Edge Weekly Wrap-Up “Error: An ISO country has not been selected for the preferred address of a credit card gift in your EFT batch…” To help identify a country in Config > International, you can select its name as used by the International Organization for Standardization (ISO). For information about ISO country names, visit The ISO Country field is new in Raiser’s Edge version

Laurel Kenerson & Jennifer Murphy | Page #9 © 2010 Blackbaud Support Roundtable: The Raiser’s Edge Weekly Wrap-Up 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: **Click here if you are having trouble logging into our website to access these great resources.**here

Laurel Kenerson & Jennifer Murphy | Page #10 © 2010 Blackbaud Support Roundtable: The Raiser’s Edge Weekly Wrap-Up Support Roundtable: Q&A

Laurel Kenerson & Jennifer Murphy | Page #11 © 2010 Blackbaud Support Roundtable: The Raiser’s Edge Weekly Wrap-Up How to find or reset your user name and password for Blackbaud's website To log in:  Click 'Please Log In' at the top right of any web page.  Enter your website user name and password.  Click Login. To retrieve your user name:  On the Log In screen, click 'Need your User Name?'  In the field, enter your address and click Submit  If the address you entered is in our records, we will send you an with your User Name. The also includes a link to reset your password, if applicable.  If the address you entered is not in our records, the following message will appear: We were unable to find your information. Retype your Address and click Submit. If you need further assistance, contact us.contact us To reset your password:  On the Log In screen, click 'Need your Password?'  In the User Name field, enter your website User Name. If you do not know your user name, follow the instructions above.  Click Submit  We'll display the address associated with your User Name and ask you to confirm it. If the address is not yours, click Back in your browser to enter a different User Name. If the address is yours, click Submit. You'll receive an with a link to reset your Password.  Click the link in the to open the Reset your Password web page. If you receive an error message saying the link is no longer valid, refer to Error: The link provided is no longer valid.Error: The link provided is no longer valid  Enter the information requested to reset your Password: The answer to your security question The characters as shown on the page A password that is at least six characters long and does not have any spaces Re-enter the password  Click Submit  You will receive an confirming that your password was reset  To log in, click the Please Log In link in the top right corner