What's New in Raiser's Edge NXT the week of June 29 232

What's New in Raiser's Edge NXT the week of June 29

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This week, Raiser's Edge NXT updates with a couple nifty enhancements to help you quickly gauge a constituent's engagement with your organization, and vice versa.
 


View lifetime giving in lists of constituents. In a list of constituents, such as in Work Center or Unassigned constituents, you can now include a Lifetime giving column to quickly view how much each donor has given through donations, payments, and pledge balances, including any soft credit or — for those of you in the UK — Gift Aid. (In a future release, your organization will be able to select which types of gifts to count as lifetime giving.)

View appeals on a constituent's timeline. To quickly view a history of the solicitations your organization sent to a constituent, such as to determine whether you ask them for gifts too often (or not enough), you can now view appeal activity under Timeline on their record. For more information about an appeal, such as its name and date, simply select it on the timeline. (For even more information, you can also view details about a constituent's solicitations under Appeals on their record.)

For more information about these new features, check out the What's New Help. Enjoy!
 
News Blackbaud Raiser's Edge NXT® Blog 06/29/2015 3:33pm EDT

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