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We have multiple departments/agencies with their own fundraisers and donors. We all use the same instance of Raiser's Edge NXT. We want to set up the organizational structure so that fundraisers from one agency can't view or make changes to another agency's data.
We sometimes get matching gifts coming in that don't have an existing matching gift pledge. Maybe someone didn't tell us that they submitted their gift to their employer for a match, maybe a payroll donation comes in via Benevity with the match already included. To the best of my knowledge, you cannot add a matching gift…
Description - This flow will take the results of a query and save them to OneDrive (or Google Drive). There are four versions of the flow included - one each for RENXT/FENXT for both OneDrive and Google Drive. This simplifies and replaces my previous template as the old template used the Send an HTTP action, and this uses…
New RE/SKY API customer here. Does anyone know the correct endpoint in the SKY API that maps to the "Credited To" field for a gift in Raiser's Edge? If not, is there a data dictionary or crosswalk available to be certain I'm calling the correct fields? Thanks in advance.
Anyone else getting this error when trying to generate reports/checks/eft remittances? It's an issue that's been increasing in frequency for our organization over the last few months and has become a multiple-times-a-day occurrence at this point. I uploaded an example for you all to see. I have an open case with Blackbaud…
Hi - I am being asked to add fund description to an email notification flow that sends an email to fundraisers when their assignees give a gift the previous day. I was able to initialize and create an array, but I can't seem to find/use it as an option to add to my email body. I don't know if it is related to it…
Hi everyone, my company had 31k constituents uploaded from a platform named Neon1. The data that was uploaded seems to have been simply uploaded but not in a clean, correct way. For example, relationships to organizations aren't linked, multiple profiles created for the same organization, or individuals linked to empty…
I've been using RE for almost eight years. In terms of data cleanup, until now, my role has mostly focused on cleaning up records as instructed, when instructed. Recently, I’ve been given the responsibility of maintaining the overall data integrity of our database and be more pro-active about it. Beyond handling duplicate…
Look Ma, No Gateway! For my birthday two years ago, the good folks at RADACAD posted a video called Change Excel Source in Power BI to OneDrive for Business – No Gateway Needed. While intrigued by the concept of not needing a gateway we are a Google shop so I was not quite familiar with OneDrive or how to regularly get my…
On our donation forms, donors have the option to select gift aid either for all future donations or for just that one gift. If they choose the latter, we add an end date to the declaration which is after the gift date, so that the gift will still be eligible. This has always worked in database view, however, I have just…
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