What's New In Raiser's Edge NXT The Week Of May 21 (for Some)
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This week, Raiser's Edge NXT introduces the ability to set up Address Finder (for some in the US) and an improved way for admins to recognize users (for those with role-based security).
Easily set up and enable Address Finder (for some in the US). To help ensure the most recent contact information for your constituents, in Tools, Data Health, you can enable Address Finder to run automatically every 90 days. When Address Finder runs, it compares your data to United States Postal Service (USPS) sources and updates any inaccurate or out-of-date addresses. To help ensure Address Finder handles addresses as you'd like, when you enable it, you now choose whether to include all or specific constituents and specify an address type to apply to Moved addresses. For more information, see Address Finder Setup.
Tip: When you first set up Address Finder, it automatically runs that night. After it runs, under Address Finder in Tools, Data Health, you can view the results of its update. For more information, see Address Finder.
Ease recognition of users (for those with role-based security). Admins! To help ease recognition of users in Control Panel, Security, the name and email address — also the Blackbaud ID — a user used to accept their invitation now appear at the top of their profile. Previously, the name and email address originally used to send the user's invitation appeared. For more information, see User Details.
Tip: When you first set up Address Finder, it automatically runs that night. After it runs, under Address Finder in Tools, Data Health, you can view the results of its update. For more information, see Address Finder.
Ease recognition of users (for those with role-based security). Admins! To help ease recognition of users in Control Panel, Security, the name and email address — also the Blackbaud ID — a user used to accept their invitation now appear at the top of their profile. Previously, the name and email address originally used to send the user's invitation appeared. For more information, see User Details.
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Blackbaud Raiser's Edge NXT® Blog
05/21/2019 10:35am EDT
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I have a couple of questions if that is ok. I used the AddressFinder regularly at my last position, although it was not automatic as it is in NXT. But, because it is automatic, can I select a home address to be exported even if it is not the preferred address? And, if so, will it auto save it as the same type of address as the one submitted, leaving it as a secondary address? Lastly, can I determine the formatting of the address prior to importing (or set it up as an auto preference) so not everything is abbreviated as it is with an NCOA update? I tried finding info about this in Knowledgebase but didn't see anything.
Thank you!