What's New In Raiser's Edge NXT The Week Of February 27
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This week, Raiser's Edge NXT updates with enhancements to Fundraising, Analyze and constituent lists.
Filter constituent lists by any or all of multiple custom ratings. As previously discussed, when you filter a constituent list, you can now choose whether to include those who have any or all of multiple custom ratings — — such as Wealth or Affinity versus Wealth and Affinity. To filter a constituent list by custom rating, select Filters, Wealth & ratings, and then select Rating under Custom ratings. For more information, see the Wealth and Ratings Filters Help.
Copy others on your scheduled PDFs of Analyze tabs. In Fundraising, Analyze, you can choose to receive a PDF of a tab's metrics as an email — at the address used with your Blackbaud ID — at regular intervals, such as to track and compare fundraising effectiveness over time. To easily share your analysis with others, you can now copy additional recipients on your email. To schedule an emailed PDF of a tab in Fundraising, Analyze, set the filters on the tab as necessary on your desktop (not mobile), and then select Schedule email of this dashboard. To copy others on the email, select Add recipients or define custom subject and message, and — in the Send a copy to field – enter the email address of the recipients, separated by commas. For more information, see the PDFs of Analyze Metrics 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!
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Blackbaud Raiser's Edge NXT® Blog
02/27/2018 4:40pm EST
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