Best Of
Re: Narrowing on one Constituency Code - Faculty/Staff
It does not matter how many you have. You have the one column pull the primary constituency, then have the 2nd column pull just the Faculty/Staff Code (which is doesn't matter where it is located, it will pull just that code. This way you will capture all of the Faculty/Staff code with these two columns. Below is for the 2nd column. Your first column will pull the primary.
Re: Tracking Invoices in NXT
Are these "invoices" actually pledge reminders? Are you essentially looking for a reminder that the invoice needs to be sent and then the ability to mark that it was completed?
Re: Solution Brainstorm
it depends on what data is available from your patient database and if any of that info is directly mapping to a constituent in donor database. (i.e. ID)
Re: Conditional acknowledgment letters - Documentation coming?
@Candy Reichert, we haven't bothered with the 'receipted' functionality, but it could be updated through power automate. We are not using Mail process in dbv,
Re: Security that allows Fund Donors to display in web view
Security roles in webview are such a nightmare.
Can the person at least see Funds? Have you confirmed that other people can see the donors under the Fund?
I believe this to be a Blackbaud issue that is not being addressed. The functionality rolled out less than a month ago and if you scroll through this blog post, you'll see a lot of people chiming in that it is not working as expected.
I am able to see donors in one environment that I checked, but I do have supervisor rights in database view and am an RENXT solution admin as well, so I am not a great person to troubleshoot this. I really wish Blackbaud would be more clear about necessary security settings when they release new functionality!
Re: deceased husband survived by wife
Due to the record limitations, I will typically leave the spouse as a relationship record until they make another donation, then I will make their profile into a constituent record and mark them as Head of Household. I prefer not to swap names in order to not create any potential future confusion.
At one point, if someone passed away we always made the spouse into a constituent record but looking back I can see that a majority of the time they didn't make any additional donations or interactions and created a lot of constituent records that could have stayed relationship records.
Re: deceased husband survived by wife
While this is something that can be done, I would pause that direction as it may have a litany of unintended results. Constituencies may not be aligned, as @Joe Moretti mentioned. There's also the potential for giving to be impacted, let's say from a major donor to more of an annual prospect. I would really consider all aspects before just changing a name.
There is no button for this, as it is just a manual change, but it would change the spouse record and possibly addressee/salutation information. But tread cautiously @Michelle Knizley.
How to find all the Attachments
I'm trying to find all the locations that users may have placed Attachments on records. Since Query doesn't have the capability to do this, I'm wondering if there is a way in PowerAutomate?
Does anyone have a list of all locations where Attachments are available?
I tried adding an Action in my flow where I searched for Attachments, and this showed up. I'm wondering if it is comprehensive?
I'd really like to find out just how many records have Attachments on them, to formulate a plan for migrating things into PaperSave instead. Thank you.
Re: Handling Deferred Enrollment - retaining admissions info from original entering year
We do the same thing as @Ami Naik. We retain everything on the existing 'Entering Year' and change their status to 'withdraw' to reflect that they denied our acceptance and withdrew for the admissions process this particular year, and then we proactively add the next 'Entering Year' and start populating things over or proactively waiving items on the new checklist to get them back to an active status for the following year. We also document in 'Internal Notes' the story of what happened.
Re: Tribute Link Error - Unable to post batch
@Hannah Love While I have not had this specific issue, I did have an error with a tribute and no message showed about why the error. It turned out that the tribute I was trying to connect to had been marked inactive (didn't know that was even a thing). I went in to database view to make it active and that solved my problem. For your error, I wonder if you adjust the dates on the tribute to include the date of your gift if that will remove your error and potentially get the tribute to display?
