Having purchased RE7, can anyone tell me which is the best online source of Trusts that will allow us to search for appropriate potential grant-makers, and provide for easy insertion into RE7 so we don’t have to type their name, address, etc into RE7?
I’d be happy with a CSV file, or a text file as the output of any given search.
If I was a betting man, the chances of any of these sites providing a csv file that can be squirted into RE just like that would be very, very small.
However, I’m willing to be proved wrong!
The key issue will really be the import module in RE, which whilst sophisticated is quite a beast to use – and to import this trust information will need certain mandatory fields, and of course that old chestnut the ‘/n’ coding you need to have between different lines of address when importing addresses into RE.
You might want to try the Blackbaud User Forum – http://www.blackbus.org – for more help.
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