Raiser's Edge Mobile Application Update
We've been using the app for a bit. We're really in the newbie phase, but I still think it is a great offering. Here is the latest update I received by email from Leah Tomaino at Blackbaud:
Hello RE Mobile Charter and Controlled Release Customers!
We wanted to give you two important bits of information:
·
What we’ve changed based on your feedback, and
when you’ll see those changes
·
Notification of a short, planned outage this
afternoon
Short outage this afternoon.
We are doing some backend work that will require us to pause
mobile services on our side. This should only take a few hours.
Please pass this on to anyone using the RE Mobile app at your organization.
Changes for the official release of Raiser’s Edge Mobile
The far more exciting news is what we’ve heard from you and
what we’re doing with that feedback!
·
We heard you wanted us to handle licensing
more gracefully and make it easier to log out of RE Mobile app.
We’re taking a big step in that direction by enabling auto log-out from the
mobile app when a user signs into RE proper.
·
We heard that you wanted to be able to see giving
score queries in lists. Done!
·
We heard that you needed to be able to see inactive
records in the app. Done!
·
We heard that if you have action fields
required in RE that aren’t available in the app, you would prefer to be
able to enter actions without those fields instead of not being able to add the
actions at all. Done!
·
We heard that notes entered through RE
Mobile weren’t as easy to identify as you’d like them to be. We are
updating note titles to be Mobile specific.
·
We heard Year-to-date (YTD) giving totals
weren’t aligned with your fiscal year. We are going to change the YTD
calculation from a calendar year calculation to a fiscal year calculation.
There are some requests that we heard from you that we are
investigating further, but will need some additional time and information to
incorporate. If you gave us feedback in these areas we may be reaching
out to you to get further information or talk to you about participating in discovery as we consider if/how
we build out this functionality.
·
Ability to view org records
·
Ability to view module information (membership,
events, alumni)
·
Ability to manage events
I also want to mention the bugs we are
fixing. These weren’t about the design of the app, but were
bumps in the road that some of you encountered along the way. Thank you
for your patience with us as we worked through these issues:
·
Windows Auth users will now log on with their
usual network login—no more having to include the domain name/ in the username
field.
·
International customers will see their correct
currency symbols instead of all currencies showing with $.
·
Actions and notes that were truncating have been
fixed. You will be able to scroll through results that don’t fit on the
screen as would be expected.
·
Emails that were missing will now be
available. We corrected the issue by ensuring that all phone types
designated as emails in Configuration will show up regardless of what they’re
named (email, e-mail, E mail, etc.)
·
All known timeout issues have been resolved
When can you get all these changes?
We will officially release Raiser’s Edge Mobile this
Tuesday, September 18th. Changes to the app will
be pushed through automatically, but there will be an RE patch and a web
service update that you will have to load before seeing all the changes,
including the license release change. When everyone receives the release
announcement on Tuesday, there will be update instructions. Patch 5 will
be available for on-premise customers at that time and, if all goes as planned,
hosted customers will be updated to patch 5 during the Tuesday evening
maintenance window. Any changes to these plans will be
included in Tuesday’s announcement.
Thank you so much to each of you who took the time to
pick up the phone and call us, fill out a survey, or shoot us an
email. We really appreciated hearing from you, and
appreciated knowing how we could improve your experience with RE Mobile.
We hope that your experience in the Charter/Controlled Release
program was a positive one. If you would like to be included in
other programs going forward, for any of our products or have any additional
feedback please let me know.
Best wishes,
