Best Of
Re: Who gets the physical mail and what happens next?
@Dariel Dixon We are a super small team, so at the moment it's really only the front desk person, or myself who are available for it.
Just curious, how do you figure there is more error protection with a separation of these roles? Front desk puts the batch together & scans, then I review the scans against the batch giving the data entry 2 sets of eyes instead of just 1.
For our small team, I see some big advantages, mostly around cross training & time savings.
Since people also call/use the front desk to make donations, it's been very helpful to have RE training there. We can get phone number / email / address info updated without having to send an email to the “raisers edge person” just so that they can update a record. For basic contact updates, it's not really any harder than updating any online profile, So long as I can keep my security settings tight and my training strong, I feel really confident about data security while moving our database to be more dynamic than previously.
I ask that they default to putting less information in about a gift unless it's a certainty and then when I review I just fill in the gaps.
Also, forgot to add that after the scans are done, front desk will drop the donations with finance team for deposit.
Another open question for the thread, does your org have any RE training for the front desk person?
Re: Who gets the physical mail and what happens next?
@Christian Hill Noticed same thing as @Dariel Dixon. For a clear separation of duties we have mail collected from mail box and opened by different team member than gift entry person.
Re: Who gets the physical mail and what happens next?
@Christian Hill How many people are available in your department? Generally, I would not want the person opening the mail to also be the person doing the gift entry, which is what I think you're describing. Ideally, one person would open the mail/scan the documents and another person would batch the gifts. This creates a clear separation of duties, and allows for more error protection. This only works if you have enough staff to separate the roles, of course but I think there some benefit there.
Best way for parents to digitally sign forms?
Every year, new and returning students have enrollment packets sent out that parents have to sign and return over the summer before the new school year starts.
Because we work in a special education, part of the forms also includes clinical services they wish their child to receive, like LAS, OT, ET, etc. that parents check off and sign for.
For now, it's these forms are sent out as PDFs that parents fill out and also email back, but it's not very convenient and we would like it to be more centralized.
Is there a feature where parents who log in can sign for forms like our enrollment packets?
Thanks for reading.
Accounts Payable Pre-payment Report
The Pre-payment Report no longer gives the option to download/export as Excel or Excel data versions. It just automatically pops up as a PDF and I have to convert it to Excel. Luckily, I have the software to convert it. Then I have to configure it and cut and paste parts. It was so much easier to cut and paste the Excel data version, so I could combine my Pre-payment Reports for Computer Checks, EFTs and Bank Drafts into one Excel spreadsheet. Please reinstate the Excel and Excel data options for the Pre-payment Reports.
Re: Update Constituent Assigned Appeal response
@Ben Lambert - The one place I didn't look! Lots of great stuff hidden in NXT integrations API.
Re: Sharing my Power Automate Flow: Anniversary Cards (Reply device and label creation)
@Andrew Peterson Maybe a project for the hackathon?
What's New In Blackbaud Raiser's Edge NXT® — June 10, 2025
- Match tribute gifts in Online data review
- View user role permissions
- Directly post gift batches to Financial Edge NXT (for some of you)
To prevent duplicate honoree and acknowledgee records, you can now review and link tributes in Online data review. You can match the donor, organization, honoree, and acknowledgee separately for a tribute gift. For more information, see Online Data Review.
View user role permissions
To make it easier to review the permissions associated with a role for a user, admins can now view the details in context. If a user doesn't have access to all tasks and permissions associated with a role, admins can select the role from the user's profile or from the Users page to see the tasks and permissions assigned to the user.
For more information, see Users and User Details.
Directly post gift batches to Financial Edge NXT (for some of you)To track accountability of gifts and streamline processes, you can now easily post gift batches to General ledger to transfer gift information directly to Financial Edge NXT. For more information, see Gift Posting.
Re: Importing large amount of data as data list for Record Operations Task
Hi @Sue Jang
Do you have BrightVine Data Link? If so, and you have the latest version, you can just load the GUIDs of the records you want to perform the record operation on, into a placeholder field. Then you can use the new record operation orchestration to execute the operation.
You can load any type of record’s GUID into this field as it just works to hold the ID needed for the record operation to work.
I have a feeling you need to include the constituent lookup ID in the import file and map it in the field mapping, just to enable BVDL to load each row, but you can ignore it from there.
I’ve just done something similar to delete 27,000 communication records where we identified that the marketing effort was configured incorrectly when activated!
Re: Batch commit reports in NXT webview
@Ange Scott
Thank you. We currently export out the info then put it into a report looking similar to the batch commit report. To my knowledge there isn't a “report” for the batch commit that you can run, it automatically generates after you commit the batch but only once. This is in DB not webview, webview does nothing.
