Hi everyone-

I've spoken with some of you, but I'd love to hear your feedback on RecordRadar- the zip code segmentation tool for the Raiser's Edge.

What do you like and/or dislike?  Has it helped your organization?  Easy to use?  Ideas for further developments or changes that would benefit you?

I'd love to hear your ideas!

 

Thanks,

Pam

Finding names for solicitor visits to towns across the country usually involved a great number of steps: query/export in Raiser's Edge to find address records in a general region, import these addresses to a mapping program, zoom in and build a radius around a smaller concentration of datapoints and export those records into a spreadsheet, analyze results. If the initial import file did not contain enough variables to make selection decisions, the task of identifying the radius results within the backend database involved an extensive process of flagging records or building a hand-picked query that would eventually allow for output sufficient to make the decision.

Record Radar has streamlined this process for us by providing up-front selection capability and providing the option to create the Raiser’s Edge query from the plug-in. Rather than using precious time to identify records with geographic proximity to visit locations, I can now spend this time reviewing relevant results with additional query/export output in order to prioritize results for the solicitor(s). When fielding requests for lists related to solicitor trips, Record Radar has become my “home base” to filter for record results.

One improvement I would find valuable is the ability to preview results without having to build a query and output to see if a record makes the results. It would give me more time to adjust the input parameters before creating a query that drives a massive list of export fields for analysis.