Best Of
Re: Printing invoice changing to printed
@Daa Bond
I agree with you. I like how in database you can generate the invoice and preview right from the invoice itself. Having to get out of the invoice and go to communication is an added step for us. Currently in Database after we generate the invoice, we email it to the client. I'm hoping this feature will be brought into web.
Re: Printing invoice changing to printed
@Daa Bond
I hope they bring this over from database to webview. In database we were able to say do not update but now in webview we have no choice. It is cumbersome having to go back into each invoice and change it back to not yet printed. I even tried the reprint option and it just does not work.
Printing invoice changing to printed
When I try to print an invoice and DO NOT want it changed to “printed," there is no option to do leave it as “not printed.” I have to go back into the client and change each invoice to “not printed” if I want to print it again.
Daa Bond
Power automate to Fabric?
Has anyone used power automate with Fabric or know if it’s possible to export data from a flow into fabric? What I’m ultimately trying to do is export data using query api and schedule it to update into our data warehouse. We currently use a data pipeline in fabric (using the queue in RE) to upload data into our data warehouse which I then query from to create powerBI reports. However, I haven’t been able to use fabric with query api directly and was looking into adding power automate as a first step in pulling the data from RE as a flow. The queue process works but isn’t consistent and I’m looking to pull additional data and on a more frequent schedule.
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
