What's New In Raiser's Edge NXT The Week Of November 9

To help you quickly add specialized information for gifts, you can now add custom fields to gifts when you enter them in a batch. Previously, you needed to enter all gift details, save and commit the batch, then add custom fields from each gift record.

From Fundraising, Gift management, select Add, Add a batch of gifts. Enter additional details as needed, then select Create batch.

To add custom fields as you enter each gift, select Custom fields, then Add a custom field.

• Under Category, choose the custom field to add, then specify the Value to save.

• Choose when to apply the information to the gift and enter additional comments as needed.

Each time you finish entering a custom field's details, select Add a custom field to add the next. After you save the gift, custom fields automatically display on the gift record. For more information, see Custom fields.

Note: In the database view, custom fields are called attributes. You can manage them on the Attributes tab of the gift record. To create new custom fields, select Attributes under Configuration.

Tip: Custom fields that you add to a recurring gift appear on the recurring gift record and any subsequent payment records.

To streamline participant updates, such as names and contact details for unknown guests, you can now add constituents or named guests as you edit participants. Previously, you could only search for existing constituents.

From Events, open an event record. Under Participants, select Work with participants and then select Edit from the menu next to the participant’s name in the list. To add a new constituent or named guest, select Add .