Best Of
Re: Why are Actions Closed in RE not showing Closed in RE NXT?
Why are Actions that I Closed in Raiser's Edge still showing as Past Due in Raiser's Edge NXT? I go back into database view and pull up the constituent record to verify I closed the Action literally years ago, then have to go back into NXT and Mark complete status (actually just marking it Closed again,) just so it drops from my flagged list for Past Due Actions!
In webview, customers select what means “completed” for actions. On an action tile, click the gear icon in the upper right corner. Then indicate what RENXT should use to indicate completion - either specific statuses OR the presence of the “is complete” checkbox. This setting applies to all users of the database.
For reference, these are the two action fields (from a sample database) that are relevant:
My guess is that you will need to do some cleanup - in database view - of your actions regardless of which option you select in webview.
Re: Procedure, Protocol and Priority When a Database Manager Leaves
@Rachel Kauer That's boo boo… I do believe that these roles do get a bit conflated…there's not much overlap between a traditional DBA and advancement database managers and admins. However, many organizations don't have organizational structure or a human resources team that knows the difference. le sigh. But, it's still disappointing.
Seeking Remote Part-Time Raiser's Edge NXT DBA or BBCRM SDK Developer Roles
I have 9 years working within Higher Education, with 7 years working under the fundraising department. I’ve had the opportunity to migrate from RE7 to RE NXT and RE NXT to BBCRM. I have also been in Associate Director/Director roles helping to not only provide strategy towards data management & reporting concepts, but also helping to build queries and processes to better accommodate any organization I was apart of. Some of the work I’ve performed includes, but is not limited to:
- Cleaning up dirty data within Databases
- Building out queries and dashboards (Out of the box Queries and SQL)
- Integrating files/systems
- Mass Imports/Exports
- Creating documentation
- Building out XML customizations within SDK
- Configuring systems to ensure efficient use of software
I am seeking any Remote Part-Time Contract roles that will allow for flexible hours. I would love to utilize my skills to help your organization with any short-term data needs! If you have any inquiries for me, please email me here. Looking forward to hearing from you!
RJ Jones
Online Giving required fields
Hi, it doesn't seem like fields like address can be made to be required for Online Giving donation forms. Did I miss something? Phone number and address should be required so we have that info on new donors! ?
Re: Importing large amount of data as data list for Record Operations Task
Hi @Sue Jang
You create an orchestration using the ‘Execute record operation’ task. You can create this in the Prevalidation, Preprocessing or Postprocessing sections, it just depends on when you want to run it (and whether you want to know how long it takes to run, as the first and last options don't appear to count in the staging/processing time)
On the form that opens, give the task a name and then select the inbuilt record operation. In my case I used ‘Constituent Appeal: Delete’.
Then select the ‘Staging Table’ that contains the fields you're importing. It is probably easiest to import in to the constituent table and use the Placeholder fields for the GUID of the record you want to process (i.e. delete). Finally, select the field holding the GUID in the final field on this form.
There's also the ability to use conditions when running this task, but I've not had a reason to use it yet as I selected the records to delete separately. It may be of use to you though. Just test it in Staging as there's no ‘Undo’ here!
I love this new feature BV have given us, it gives us a virtually universal ‘Global Delete’. 
Re: Email History Tile - Emails Disappeared
@Tove Elander We don't track sent emails in RE NXT, but it's concerning that you do and never got promised follow-up after you advised support of the issue months ago. It's also concerning to me that they apparently took away Email History without warning, I hope you and Rebecca get some information on this problem soon as it makes me wonder what else is going missing in the systems that I just haven't noticed yet!
Re: Easily viewing student (child) class year from the parent record in RE-NXT web view?
@Carlene Johnson I just posted a view of the parent's record showing her children with their class year.
Re: Minimum Amount in Optimized Form
@Samantha McGuin I plan to start using Optimized Forms this summer and agree with the need to be able to set a minimum donation amount. With credit card fees and staff time for processing, a $1 gift is a net loss.
Re: Email History Tile - Emails Disappeared
@Rebecca Tuszynski yes, I noticed this in April and I contacted support who said they were looking into it, and would get back to me (they haven't). I am also a bit annoyed about it as we are in the process of cleaning up our email lists by checking unopened and bounced emails. Your post has prompted me to get back in touch with support!
Re: Receipts did not print for all gifts due to (erroneous) inactive status on constituent
@Carol Leitz Yes, that is how to create a business rule. They have not brought them over to web view yet but lots of requests for it.
