Best Of
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
Re: Easily viewing student (child) class year from the parent record in RE-NXT web view?
@Carlene Johnson
Go to Settings → Constituent Records → Individual Display Name → Edit; Select Include Class Year.
Introducing the Code Table API for Raiser's Edge NXT
The Code Table API is now available as a public preview for Blackbaud Raiser's Edge NXT.
This API manages both code tables and table entries for user defined tables and certain system tables. This includes tables like constituent codes, action status, and ratings.
Certain system tables are not supported by the Code Table API. For more details, see the Support for code tables documentation.
Re: Copy Query JSON
@Ryan Carr
You are correct, the code is in JSON format, specifically for use in Adhoc query. However, you cannot directly use it “only”.
https://developer.sky.blackbaud.com/api#api=query&operation=StartQueryExecutionJob
The “body” of the request needs to look like this:
{
“query”: {},
}
The JSON copy from webview query goes INSIDE the red {}.
and you may (and should) specify other parameters (for example):
{
“query”: {},
“formatting_mode”: “Export”,
“output_format”: “JSON”
}
Re: Submitted Application Date in New Portal Application
@Julianne Green
I was in a Q&A on May 22nd and asked the question in the chat. Jason responded that there are related cases open with Support regarding this issue, but I have no idea of any resolution and not sure how/where I would find that information. For now, I'm updating manually which is not ideal.
