What's New In Raiser's Edge NXT The Week Of March 5

Filter constituent lists by upcoming birthday and
age. To help plan for an interaction or event, you can now select Filters, Constituent basics in a constituent list to include individuals with upcoming birthdays or by their age under Birthday.

 

• To include constituents with upcoming birthdays, choose the future time period — such as Today, This week, or Next month — to include. For a custom time period, select Specific range, and enter the start and end days to include.
   
• To filter constituents by their age, under Age, select the youngest and oldest ages — in years — to include. To view the date of birth and ages of constituents in a list, select Choose columns, Birthdate, and Apply changes.

Tip: To view the date of birth and ages of constituents in a list, select Choose columns, Birthdate, and Apply changes.

For more information, see Constituent Basics Filters.

Filter opportunity lists by likelihood, campaign, or fund. With Prospect Research Management, you can manage opportunities to track your efforts to build relationships with prospects and secure major gifts. On an opportunity's record, you can track how likely it'll result in giving and the intended uses for those gifts under Details. In an opportunity list, you can now select Filters, Opportunity details to include records based on this information. For more information, see Opportunity Details Filters. 

Change the donor on a gift record. To ease gift entry in the web view, you can now change the donor on a gift record when you select the wrong person. From any type of gift record, select Edit, Constituent.  For more information, see Gift Overview.

Stay current and efficient with a renovated Home. To help improve readability and focus, Home now features a streamlined Updates feed and a new layout and design. From Home, you can still stay current on the latest features, best practices, and other resources, with quick access to recently accessed constituent records and key tasks. 

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!