Best Of
Re: Help with Orgs and Contacts
--Employee --> do they work at this org? check the box
- Primary business info --> is their main or only place of employment? check the box (note that if you check this box it RE will automatically check the Employee box)
- Contact --> is this person a contact for this org? Meaning if you were going to correspond with the org is this the primary person you would contact? or would that be someone else? This is where the Contact Type:drop down comes in. It is key to have ONE Primary Contact for each org whenever you can. I know, I know, a lot of us have no contact person. I set up Primary, Secondary and Third Contact. Some will also add Event Contact or Gala Contact or Golf Contact
-- Do Not Mail to this Contact --> pretty self explanatory. If you do not want this person to receive any contact/correspondance
- Print organization name with address --> you definitely want this checked for every record - if it is not, then when you pull lists/reports the org name will not be included - which usually defeats the purpose.
IF the individual has their own constituent record do a link, don't just add them under relationship as a non-constit record. Otherwise you are just contributing to dupes and confusion.
Yes, you should fill in the Primary Add/Sal fields on Gen 2 - if you are pulling for letters those are the fields RE is pulling from.
Remember to go to the Org tab on the Donor Ack letter and include your contact type(s) that you want to address the letter to and make sure that including the preferred address is chosen.
Any merged letters either through Ack or Quick letters will be wonky until you clean up Orgs and Contacts.
Re: Radius Search in NXT - preferred and secondary addresses?
Our experience is that radius is just preferred. It does not even take into consideration seasonal addresses which is a big issue for us as we have many, many snowbirds.
Re: Duplicate Rows in Constituent Query
Tatyana is correct. But keep in mind the more information you put in the output field, the more likely you will get duplicates. You are best to keep just the name in the output field and you the export function in Database View. Query is just meant to gather the info as opposed to reporting it.
Re: Creating Workable Daily Gift Reports in Unifiedview
Thanks, @Dariel Dixon. I agree with you that the Work Center is not all that it should be and I hope — and pray! — that as Blackbaud finishes up the migration work from the db view that more attention will be paid for it to make it an even better tool for fundraisers. And I would agree with you that executive users "above" advancement/development leadership I wouldn't expect to even have RE logins let alone use them.
But I also don't expect them to need to see every gift that comes in every day and would argue that any executive leader that feels the need to be that engaged in fundraising should then, in fact, be given an RE login and access that data that way.
I am adamantly opposed to regular, large-scale email distribution of named donor and their giving information to anyone, including executives. I confess to being upset by the almost self-righteous indignation of executives over the Blackbaud breach years ago or "AI models being trained on our data," and then expecting spreadsheets or reports of sensitive constituent data to be emailed to them at their whim. An executive either believes in the protection of constituent data and practices it, or they don't, they can't say one thing and practice another. "I'm too important" or "I'm too busy" are not acceptable excuses IMHO. 😊
Re: Gift batch defaults hidden
That function is available in web view now. You set the default and uncheck the box so it doesn't show up. Here is an example
Re: Beyond Solicit Codes: Building a Modern Communication Preference Strategy with Consent
Sure thing Bill! Here it is for anyone! 😀
Re: Has anyone switched from ImportOmatic to another RE NXT import tool?
Another vote for Zeidman and Importacular as an option in the same class as Omatic. You have to watch your timing, but do keep an eye out for Import in the web view. It is being improved over db view Import based on product manager discussions to date and it could possibly save you from needing a third-party solution at all. Keep an eye out for the various forums on web view releases.
🎉 Celebrating Global Leaders in Impact: Meet the 2026 Blackbaud Impact Award Winners
We're proud to celebrate the winners of the 2026 Blackbaud Impact Awards, recognizing extraordinary organizations and leaders from around the world who are using technology, data, AI, innovation, and collaboration to advance their missions and create meaningful outcomes for the people and communities they serve.
The organizations and individuals recognized this year are powerful examples of innovation in action. They are finding new ways to harness technology, empower their teams, deepen engagement, make more informed decisions, and achieve ambitious goals. We hope their stories spark new ideas, encourage bold thinking, and inspire what's possible within your own organization. Every achievement recognized through the Blackbaud Impact Awards started with a challenge, an opportunity, or a vision for progress and growth.
Congratulations to all this year's honorees and thank you for the work you do every day to create meaningful change around the world. You can read more about their inspiring work and remarkable achievements by visiting the Blackbaud Impact Awards website.
The Silo Buster Award:
- North America: Starfish Family Services
- Europe: Wesco International
- Asia Pacific: Adelaide University
The Changemaker Award:
- North America: Le Phare
- Europe: St. Raphael’s Hospice
- Asia Pacific: Vision Australia
The Data Strategist Award
- North America: A Kid Again
- Europe: Cash for Kids UK
The Fueling Greatness Award:
- North America; Mary Immaculate Catholic Parish & School
The Futurist Award:
- North America: Boston University
- Europe: Durham University
- Asia Pacific: Australian National University
The Outstanding Leadership Award:
- North America: Michelle Edgerton, Executive Vice President and Chief Advancement Officer, YMCA of the North
The Rising Star Award:
- North America: Leah Cooper, Program Manager, MillerKnoll Foundation
- Europe: Lauren Gooley, Head of CRM Implementation, Imperial College London
- Asia Pacific: Sam Ovais, Fundraising CRM Manager, Vision Australia
Congratulations to all winners! The celebration continues as winners will be recognized at bbcon in Columbus, London, and Sydney. Those who cannot attend in-person will have the opportunity to join the awards presentation virtually.
Re: Effective Ways to use Likelihood Field in Opportunities
My experience is comparable to Joe's. As a consultant, my typical recommendation is to not use the field at all. Unlike some other systems that do forecasting or pipeline management by multiplying this value, like Joe's percentages, times an amount, RE doesn't work that way. Instead, it focuses its pipeline forecasting from the Expected Amount field and does nothing with Likelihood. As we want our fundraisers fundraising and not doing data entry, as I said I like to make Likelihood an unnecessary field and instead ask fundraisers to focus that kind of thinking into giving us (really, management) a thoughtful Expected Amount value.
Re: Please vote for these ideas!
Austen, thanks for this…something else I've noted, is that there is so much duplication on ideas in the bank, just worded differently. I'm not sure if it helps, but I've added comments with the other idea numbers, hoping that will trigger the idea bank folks to link them together.
