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Bespoke
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FirstClass Products
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Cross Products
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Corporate Member of the Institute of Legacy Management
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Links to Supporter Systems

In 2004, we installed links between FirstClass and a supporter
database for Barnardos. Since then we have developed links between FirstClass
and the CARE and Raiser’s Edge supporter databases.
Our links to other databases are individually configured for each individual
charity, but they all provide the same functionality enabling the user to use
FirstClass to search their supporter database when adding new legators and
pledgers.
If a match is found, FirstClass can automatically create a new record in the
FirstClass database, using data from the linked supporter database.
Additionally, an extra tab on the pledger and legator forms can be configured
to display live data from the supporter database. The data to be displayed on
this tab is specified by each individual charity. Hence, for example, data
about the person’s name, address, present status and donation history can be
displayed here.
We have also developed a number of automatic export routines to provide data
for a range of different supporter and accounting packages. Some of these
routines are used to export data to be loaded into CARE and Raiser’s Edge. This
can include data on new legators, data on changes made to existing legator
records as well as data on new legacy income.
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