The Cross Reference report cross-references matching gift records in the MatchFinder database with organization records stored in The Raiser's Edge

If in Raiser's Edge version 7.82 or higher


To run the report:
     
    • Log into Raiser's Edge
    • Go to Records > MatchFinder
    • Click Launch Cross Reference Tool
    • Click Yes to the prompt if you have a valid back up of Raiser's Edge
    • Choose a query to run the report on (if necessary)
      Note:Only individual queries can be used in the Cross Reference report. Choosing a query will search all organization relationships on individual records for Matching Gift Companies
    • Choose the appropriate status of companies to find:
      • Active: The organization matches gifts at this time
      • Suspended: The organization has suspended their matching gift program for the time being
      • Terminated: These organizations do not match gifts any longer
      • Unknown: The status of the Matching Gift program at these organizations are unknown
    • Click Cross Reference Now
      Note:This report may take some time to run. If the entire database is being search it may take a few hours
    To Import the Information Found
       
      • Choose the appropriate information to load onto the Matching Gift Organizations record (Address, Phone, Website, Matching Gift Info, etc).
      • Choose the organizations to import by marking the check box on the appropriate row
      • Click Link Selected Records
       

      Note: Support for MatchFinder in versions prior to Raiser's Edge 7.82 ended January 1, 2009. It is recommended to update The Raiser's Edge to take advantage of the newest version of MatchFinder.