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We name our appeal codes with the year as part of the appeal name: 2025Gala, 2025Fall, 2025Homecoming, 2025CYE. This makes it easier for us to do some appeal analysis year over year.

We stopped using the NXT duplicate management tool after discovering that merging constituents in Webview can result in the deletion of TeamRaiser fundraising pages. Luminate Online doesn’t reassign pages from the source record to the target record—even when all fields are selected—leading to lost data and requiring manual rebuilding and donation re-linking.

Until Blackbaud resolves this issue, we must manually review each constituent in Luminate Online and TeamRaiser to identify fundraising pages and determine source vs. target records before merging in Raiser’s Edge NXT. Time-consuming and inefficient, so we stopped using it!

You are mixing up Tables and Custom Fields, which are different. If you are doing Custom Fields, you need to go to Custom Fields, not Tables.

It's easy to get confused between Tables and Custom Fields. Sounds like you created a Table instead of a Custom Fields.

This is my flow when I need a new custom field when I want the value field to be from a Table: Go to Settings / Custom Fields, click to create a new Custom Field. It will ask for Data Type which will be Table. Then for Table Name, click +New and add the Table Name there. That will populate it under Tables, so you can then go into Tables and add whatever drop-down menu items you wish to see in that Table. Hope that helps!

Raiser's Edge Database View………………….RE NXT-Blah.