Best Of
Re: "The service is currently unavailable, please try again." for /v1/users/employments
@Eric Eskildsen I'll be reaching out via a ticket to collect some information from you on the issue and work with you directly on the problem
Re: Developing Business Processes/ RE guides for Staff Members
@Payal Sen Below is our contents for our Raiser's Edge Database Manual for Institutional Advancement:
Contents
Section 1: OVERVIEW
Accessing Raiser’s Edge
Campaign, Funds & Appeals Overview
RE NXT Work Center
Section 2: BEST PRACTICES
Section 3: HOW TO
Looking up an individual or Organization .
Procedures for adding a new address and making the other former for Individuals
Adding an individual with a business address only (no home address)
Procedures for adding contacts in an organization record .
Procedures for adding a new phone/email & making the other former
Changing or updating phones/emails
Adding a constituent with two last names and proper organization names by alpha
Uploading documents to the media tab .
Creating proposals, actions & action reminders .
Solicit codes and other various coding
Procedures for annual report listings – programmatic donors and others
Procedures for annual report mailing
Procedures for Legacy Society
Procedures for estates & planned giving gifts
Using the map feature in RE NXT to get a list of prospects in certain areas
SECTION 4: REPORTS
Weekly Reports Schedule .
Action Reports
POP Reports (Opportunity/Proposal)
Weekly / Monthly Raised to Date Report
SECTION 5: GIFT PROCEDURES
How to Pull the Web Transaction Report
How to Create a New Batch in Raiser’s Edge and Enter Gifts
SECTION 6: FORMS
Re: Merge Constituent
@Ashley Petty I would convert the org to be an individual, and then merge them. I don't believe this is available in web view yet, but in database view, open the org, click on Constituent in the top menu, and there will be an option to convert to an individual. Hope that helps!
Re: Merge Constituent
@Ashley Petty You will just need to change the type of the one that is ‘wrong’ to be the other type. Then you can merge them.
If you want the record to be org, than convert the individual record in db. Open record in db view > Constituent drop down menu > Convert to Org. Then you can merge them in either view.
(I sometimes will take a screenshot of any data that I don't want to lose in case there's a hiccup.)
Re: Forum Thread Sorting
@Lauren Henderson I'd definitely vote for it 
I'd prefer the information to be more aligned with how Stack Overflow handles the data, and most forums. It helps me see context more clearly. Even a setting at this point in my personal preferences would be ideal.
Re: Any best practices recommendations?
Unearned Titles Summary & Response-DRG.pdf@Wade Barren
EDIT: Apologies-mobile attachments don't seem to work well with this. I've uploaded the file as an image and attached it as a PDF. The original can be found on the Donor Relations Group website (previously Donor Relations Guru). This is a treasure trove of resources I highly recommend.
We have chosen to eliminate all unearned titles in our system. We had been considering it and then utilized the following from Lynne Wester's group to really drive the conversation. The infographic is attached
Re: Any best practices recommendations?
@Wade Barren I cannot see an instance where this would need to be required. You could certainly configure your form to display the field so donors could select a value if they want. In either case, make sure that gender-neutral titles are available.
And, as others have already mentioned, you can select an addressee and salutation that works for that donor.
Posting Legacy Requirements to new Portal-no data from BBGM is viewable
I am testing posting Legacy portal requirements to the new portal, but when I post the requirement fields are blank. None of the fields we post from BBGM to the requirement (requirement type/due date/project title/grant amount) are posting to the new portal. How will the grantee know what they are completing a report for? It is basically a blank set of questions not related to any grant. We have numerous grants/requirements to same organization/contact - how will they even know what they are completing the report for. Am I doing something wrong? Has anyone else experienced this issue?
