What's New in Raiser's Edge NXT The Week of July 21st

Filter by head of household. To help narrow a list of constituents, you can now filter out records to exclude spouses who are not marked head of household.

From a constituent list, under Lists, Constituents, select Filters , Constituent basics. Under Household, select Include head of household only, and then select Apply filters.


For more information, see List Filters.

Note: The list will still include constituents who aren't married or have spouses who aren't constituents.

Amend a recurring gift's amount or payment information (now generally available). To help you accommodate donors' requests to make changes to their recurring giving, you can now amend a recurring gift in the web view! Amendments let you add and track changes to a recurring gift’s details over its lifetime.

You can amend a recurring gift from its record:

• To upgrade or downgrade the gift, select Amend gift amount from the top of the record, then increase or decrease the amount.

• To edit the payment information for the gift, select Amend under Payment information, then enter the updated information.

When you amend a gift, details about the change, such as any previous values and amended values, appear in the recurring gift’s history. Any changes you make apply to future installments; recurring gift payments that have already been processed remain unchanged. For more information, see Recurring Gift Amendments.

Note: In future releases, you’ll be able to add other types of amendments through the web view, such as to update a recurring gift's payment schedule.