Best Of
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.
Re: Easily viewing student (child) class year from the parent record in RE-NXT web view?
Settings → Control Panel → Constituent Records → Individual display name.
Maybe open a case to see if you can get this tile or it could be a security level issue, in which see your admin.
Re: Anyone using interest group opt-in/opt-out data to generate respective solicit codes in RE?
@Zef Ferreira
At Fred Hutch we are using interest groups to update consents in RENXT. I created a custom sync application that pulls the information from LO using SOAP API https://developer.blackbaud.com/lo-api/web-services/types/constituent
into an on-site data warehouse and then updates the record in RENXT using Communication Preference SKI API
https://developer.sky.blackbaud.com/api#api=communication-preference&operation=ListConsentCategories
We are linking records using LO ConsID as an alias in RENXT.
Happy to connect to share more details.
Re: ACH Files and Payment Remittances
@Jodi Moore
That happened to my ACH file for my EFTs and then it showed up the next day in my downloads. It's now happening to my check file. I used to have to export the file and then print. It was handy to have the starting and ending numbers so I could verify the numbers. I hope I don't have to void and reissue my checks like I did my EFTs.
Merging Tributes and Viewing Tribute Gifts in Raiser's Edge NXT Webview
Hi everyone,
I’m currently working in the webview of Raiser's Edge NXT and had a couple of questions I was hoping someone could help clarify:
- Merging Tributes When Merging Constituents
With the recent updates to RE NXT, I understand that tributes are now included in the merge process when combining duplicate constituent records. Has anyone gone through this process recently? I’d love to hear how tributes are handled—are they automatically merged, or do we need to manually select which tribute to retain? - Viewing Gifts Linked to a Tribute in Webview
In the database view, we can easily see gifts linked to a tribute under the "Honor/Memorial" tab in the constituent record. Is there an equivalent way to view this in the webview? I’m trying to find a straightforward method to see all gifts associated with a specific tribute without switching back to database view.
Any insights or tips would be greatly appreciated!
Thanks in advance,
Julie