Best Of
Re: Everyone has that one tool they can't live without - what's yours?
IOM and Power Automate (which basically means you can add anything you want that can be coded)
Re: Everyone has that one tool they can't live without - what's yours?
A super big plug for SmartDonorCover and SmartPaste. The good people at @SmartTHING Developers have really developed tools to work around some limitations that exist. I also think Importacular and some of the Omatic Tools are great.
But the best tools are custom made. Custom tiles via SKY, or Power BI dashboards on the homescreen. They take time and skill, but are worth it.
Re: What's your favorite Robert Hernandez memory?
@Dariel Dixon Ha! I hadn't considered that his presence has probably dwindled since my early days of training. It was a great starter record. I wish I could remember the names of some of the instructors from the trainings I took 10+ years ago. They were really good!
Re: 1st Time Donors
This is probably due to soft credits. Can you share your query criteria with us? We'll also need to see your soft credit settings in the query.
This may also have to do with the fact that if you just started making spouses they probably haven't been soft credited for all the previous gifts from the spouse. Here is a knowledgebase solution which will help you best understand that.
Re: Faculty Member Not Teaching This Term Can't View Past Classes
I think that anyone who is not assigned to teach current classes will not see the Classes menu. I don't think that's a change.
The Find more link in the Classes menu and the Groups menu lead to the same page. One option would be to add the person to an Activity group or Community group. That will give them the Groups menu and the Find more link.
Another option is for you to go to the classes that the teacher wants to see and copy the URL of the Bulletin board page. Just give the teacher the URLs.
Requirements
With all the recent testing I've been doing for Requirements, I'm now having a hard time figuring out if I published a Requirement into the Legacy portal versus the new portal. Does anyone have a solution for this?
Re: Donation Forms - Raffles
This is one article from the KB
How do I create a new event in The Raiser’s Edge
It will also show as last gift. Because of this we do not use RE webview for events. We use the last gift info for ask amounts in many appeals. Was told be support we could use filter to use different funds but that doesn't always work when event fund is one that also one that gets donations. And too much work to add that filtering along with all the others.
Re: Donation Forms - Raffles
You should also be aware that even if receipt amount is $0, the raffle ticket cost if you enter that as gift amount will pull in gift reports, life time giving, RE year-end statements, etc.
You might want to consider it as an event but enter $ figures in as a custom field if you do not want the full amount to be on records as a gift. Just a thought.
Re: Requirements - Issues with Deleting from the web and Publishing to the New Portal
Same here. We are experiencing issues with posting to the new portal. Last month when we went live, we deleted from web and published requirements due through the end of the year to the new portal. Some forms seemed to work fine but we have found others did not publish, even though we did not receive an error. Now with our continued testing, we seem unable to publish to a manual application at all. If we publish to existing, it's publishing back to the legacy portal. We are also frustrated with multiple open cases and no resolution.
Re: NXT Duplicate Management - Are you using it?
@Karen Diener This is the tool I'm talking about.
It's very different than the previous duplicate management tool in DBV, and has been created to be the replacement. However, some of the legacy fields that people are using may not merge correctly, so you are still limited to the DBV duplicate merging tool.