What's New In Raiser's Edge NXT The Week Of October 11

Search for relationship records. To enhance your fundraising efforts and interactions with constituents, we recommend you track detailed information about their relationships with other individuals and organizations, such as family, employers, primary contacts, and so on. To view the record of a person or business related to a constituent, you can now enter their search criteria in the Search for a constituent field and select View all results or — if fewer than eight results — Search relationship records. From the detailed results, select Include relationship records to view related matches. For more information, see the Search for Constituents Help.

View how much credit fundraisers receive for a gift. Your organization may receive gifts as the result of fundraisers assigned to cultivate donor relationships or manage opportunities. On a gift's record, you can now view who helped solicit it and how much credit they receive for its acquisition under Credited to. For more information, check out Fundraisers Help.

Filter appeals on a constituent's record. On a constituent's record, you can view which solicitations they received under Appeals. To view only those with shared characteristics, such as their category or whether they include a specific package, you can now select Filters and choose which to include. For more information, see Appeals Help.

For more information about these features, or to catch up on previous releases, check out the What's New Help and What's Recent Help. Enjoy!