Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

For the US version of The Raiser's Edge version 7.80 and up: 

1. Begin Download portion, Click on the Data Health Center module.

  • Note: Depending on your version of The Raiser's Edge you may also need to select the Data Health Center tab at the top center of your database to access the main Data Health Center page.
2. Across from the PhoneFinder link click Download Update Results.
3. Depending on your version a
prompt will appear to Extract Response Files. The file provides additional information about the data that was returned. To save the report, click the Ellipsis button to browse to a specific folder on your workstation or network and click Extract > OK.
4. When the download is complete, the Download Update Results link changes to Update Data and the Updated Phone Report link in the Create Reports column activates.
5. Click the Updated Phone Report link to view a report of changes that will be made to the database.


Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

1. Begin Update portion. Have all other users exit and sign out of The Raiser's Edge.
2. Click Update Data link.
3. Mark Create query of records updated checkbox for records that will be updated.
4. Mark Create query of exceptions checkbox for records that can not be updated.
5. In the Save import file to field, enter the location to save to save the import file on your hard drive. Click ellipsis button to make to the location.
6.
Click Processing Options tab.

  1. In the Processing mode frame select one of the following:
  • Batch mode: The program updates all the records at one time. (recommended)
  • Interactive mode: The program updates one record at a time.This allows you to review each record before committing it to the database.  Note: If you select this option be aware that if you stop during the process and come back to resume updating phones the mode does not save where you left off. You run the chance of updating records multiple times if you do not keep track of what records have previously been updated.
  1. In the Reporting Options frame, mark the Create control report checkbox to create a report containing information about the records that will be updated.
  2. Depending on your version of The Raiser's Edge you may have a Alternate Phone Type option. If it is not there continue to step 7. If it does, in the Alternate Phone Type field enter an alternate phone type to assign to new phone numbers being added to records that already have a phone type of PhoneFinder (this is the phone type the update adds.) If there is not any PhoneFinder Phone Types that exist in your database, leave this box empty. Note: The phone type must already exist to select it. If it does not exist, add it to the Phone Types table before running PhoneFinder. 
7. Click Summary tab.
  1. Review the information to confirm your selections are correct.
8. Click Update Now.
9.
In the Save Static Query window Input/Select preferences for records being updated > Click Save.
10. In the Save Static Query window Input/Select preferences for records with exceptions > Click Save.
11. If Batch mode was selected continue to step 12. If Interactive mode was selected:
  1. In the Append? column, mark the checkbox next to each Constituent Name you want to updateClick Select All to select all the constituents listed; click Deselect All to unselect all the constituents listed; click Cancel to end the updating session.
  2. Click the Update Now button to update the records in your database and it will bring you to step 12.
  • Note: After you update your information, the Update link on the Data Health Center page changes, displaying the date you ran the update. The link remains active, allowing you to run the update again if necessary. If you only Update a portion of the records, the program does not remove those records from the display of update. When you go back to continue the update later, it will appear that the records that were previously updated, were not. However, if you go to open the actual record it will have the update. It is possible for duplicate emails to occur in this mode, which is why Batch mode is recommended.
12. The PhoneFinder Update Control Report can be previewed and exported by clicking the White Envelope with a Red Arrow icon or the Export Report icon at the top of your window depending on your version of RE once the report appears.
13. Click the "X" icon at the top right once you are finished with the PhoneFinder Update Control Report to complete the update process. Note: If you do not exit out of the report your data will not be updated.
14.  Under the Update Data column for PhoneFinder the date of the update will appear.

 
Additional Information:

For additional record cleanup manually delete the phone numbers that are not needed or are out of date.
 



For the US version of The Raiser's Edge versions 7.50 - 7.71 and the UK or Canadian version of The Raiser's Edge versions 7.50 - 7.80:

1. Once you have been notified that the files are completed, download the files from FTP into a location you can easily remember such as to your desktop and unzip the files. The zip file contains a summary report and an import .txt file.
2. Create an attribute (BB515) called PhoneFinder with a data type of either Text or Table.
3. Have all other users exit and sign out (BB16633) of The Raiser's Edge
  1. Import the phone numbers
  2. On the Navigation bar, click Admin and select Import
  3. Under Constituent, double-click Constituent Phone
  4. Select to Import new records and mark the Create new table entries checkbox under Options
  5. In the Import file field, browse to the unzipped PhoneService file that was downloaded from the FTP site
  6. Select the Use Import ID and Delimited Characters separate the fields options  
  7. Select the Summary tab
  8. Mark the Create exception file of records not updated/imported check box and name the file C:\Exceptions.txt
  9. Mark the Create control report checkbox and select the Preview option
  10. Leave all other options and tabs set to the defaults
  11. Click Import Now to import the Constituent Phones

Additional Information:

For additional record cleanup manually delete the phone numbers that are not needed or are out of date.