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Old 07-02-2008, 09:13 AM   #1 (permalink)
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Iimporting Fund relationship data

I'd love to know what everyone out there has done to populate their fund relationship data. From what understand, there's no built-in capability to either do any globals or import fund relationships, so is our only option to enter this information manually? Has anyone developed code or hired a programmer to develop this functionality?
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Old 07-02-2008, 10:35 AM   #2 (permalink)
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Iimporting Fund relationship data

I can't wait to see Doug jump in on this one


Doug Creek has been ranting about the lack of import capability for 2 years
now
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Old 07-07-2008, 02:23 PM   #3 (permalink)
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If you want to pay the extraordinary amount of money, I'm sure BB will be happy to write something THAT SHOULD HAVE BEEN INCLUDED IN THE FREAKING RELEASE!!!

I talked to BB again a few weeks ago, and there is no development plan to add this functionality to Raisers Edge... And for the amount you'll have to pay to get it, you'll actually probably save money by hiring someone to do the entries by hand...

Okay, rant complete... I can't help it, I'm a programmer and this is such an obvious flaw in a good idea I'm always astonished by it...

Doug
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Old 07-07-2008, 04:02 PM   #4 (permalink)
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Doug - I LOVE the rant!!! That's the beauty of the bus, getting the uncensored scoop on the ugly reality!!

It's hard to imagine providing an entirely new relationship type and then neglecting to provide ANY WAY of getting the information in. Do you think they had to think that one through??

I already added this data in manually for one organization, now I have to do it again in my new job -- yaaarrrrrr............
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Old 07-09-2008, 03:55 PM   #5 (permalink)
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They did the same thing with DNC on phones. We use Convio and we would love to be able to mark the hard-bounces as DNC, but you can't import that information.

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Old 07-09-2008, 04:47 PM   #6 (permalink)
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Yeah, I found that one too... There's a few other's running around...

The fund relationship one just frustrates me more then the DNC since we don't (at this time) have an import need for that...
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Old 07-09-2008, 05:44 PM   #7 (permalink)
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I added an idea on the idea page to expose all fields for import just as we'd like for export and query. i don't know if that was already there bc i was getting an error when I tried to search, but let's vote to get it mentioned at the conference if we aren't already
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