What's New in Raiser's Edge NXT the week of April 13 96

What's New in Raiser's Edge NXT the week of April 13

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With this week's update to Raiser's Edge NXT, you have a smattering of new features and enhancements to help manage solicitor assignments, constituent codes, and prospect research (both on your desktop and while on-the-go!).
 


End solicitor assignments. To end a solicitor's assignment with a constituent — such as if you decide to no longer actively solicit them — you can now click their menu under Assigned solicitors on the constituent's record, select End relationship, select when to end the relationship, and click Save. For more information, check out the Solicitor Assignments Help.



In future releases, you'll be also able to edit and reassign solicitor assignments as necessary from the constituent's record!

View additional constituent codes. On a constituent's record, you can view up to three constituent codes — or affiliations with your organization — under Constituent codes. To view any additional constituent codes, you can now click and more. For more information, check out the Constituent Codes Help.

View contribution totals for prospect research. With Prospect Research Management, you can view a constituent's contributions to other charitable organizations under Prospect research on their record. For a more complete picture of their giving, you can now view how many gifts they gave toward a category of contributions, such as philanthropic efforts or poliitical campaigns. For details about the gifts given toward an effort, you can also click its total. For more information, see the Prospect Research Help.



Manage Control Panel lists on mobile devices. To easily view and manage your users, invitations, and security groups while on-the-go, you can now simply swipe left or right to select a list in Control Panel on your smart phone. Previously, you expanded or collapsed each list individually. (In a future release, you'll be able to do the same with lists in Work Center!)

For more details about these new features and enhancements, check out the What's New Help. And don't forget to share your thoughts about them with the EAP Survey!
News Blackbaud Raiser's Edge NXT® Blog 04/13/2015 12:44pm EDT

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