Best Of
Re: Merging Tributes and Viewing Tribute Gifts in Raiser's Edge NXT Webview
Welcome to the community @Julie Fournier! In the current version, there's no way to view tribute gifts like in database view. And tributes merge just like they do in db view. It creates a new iteration of them, but does not merge and combine them into one listing.
Database view handles tributes much better currently. That may change in the future…
Re: Gift Subtype - what do you use it for?
@Alex Wong
Hi!
At my current organization we do not use Financial Edge so we don't use the sub-type to filter GL information. Additionally, we have only one banking institution that we need to reconcile with. We like that this field is available in NXT lists as a filter so we use this to identify the source of giving. PayPal, Benevity, GiveCampus, etc.
Re: Gift Subtype - what do you use it for?
@Alex Wong
We use Subtype to show how the gift was received/where given. We get people sending gifts to our different locations, so subtype shows that location, or ACH (for transfer), or OLX (for online).
Re: How to Dismiss Tags
@Clarissa Rice Hampton - I recommend you check out the RE NXT Idea Bank and make sure this is represented. Developers look to the Idea Bank for areas of the system they should improve.
user connections
Can we have the ability to see if staff are logged in to FE NXT like we did with the database view? For remote workers it helps to see if they have logged in at all.
Thank you.
Re: Vendor Set-up Duplicate Warning
@Mary Aquino You can also change the field it is filtering the duplicates on.
Re: US ACH Files (NACHA) with Canadian Bank
@Sylvia Cook
I was able to look into this further. The NACHA file only exists in the U.S. environment of FENXT. The file format/specifications are different for the NACHA IAT file. The file in the Canadian environment only works for Canadians EFTs.
Re: Outlook Widget
@Natalia Pierson GREAT idea!
This is the first cleanup task we encounter whenever we are trying to train staff on using the Work Center. Because emails are not easily marked as complete - whether you are using the plug-in OR entering directly in webview - the number of overdue actions is very high. This causes a lot of frustration, confusion, and mistrust of the data EVEN AFTER cleaning it up.
Celebrate the fact that staff is using the plug-in and logging their emails. Don't make them start to question every move because they aren't sure if it is “enough” or “right”.
Re: Unlocking the Power of Blackbaud Raiser's Edge NXT® Web View—Preparing for the Total Web Solution
Hello all!
Here are the details for one of our upcoming webinars:
I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for a post-webinar Q/A.
Demonstrate Your Impact: Data-Driven Storytelling using Blackbaud Raiser's Edge NXT®
May 29, 11:00 AM — 12:00 PM EDT (register here)
Are you ready to move beyond the basics and truly modernize your Blackbaud Raiser’s Edge NXT experience?J oin us for a strategic session focused not just on functionality—but on the process of transitioning from Database View to the Total Web Solution (Web View).
In this session, we’ll explore:
CC: @Mike Russell
Could you please clarify the date of the webinar? This post was added on June 21 but indicates a May 29 webinar date.
Outlook Widget
My MGOs are using the outlook plugin to record email actions, which is great. But we really need to add the completed date to the action, and the only thing that is on the plugin is action date. I'm trying to encourage them to plan their actions, but emails are by their nature both created and completed the same day. Can we get that as one of the fields when they're using the plugin?