We have some constituent notes that our users would like to add via a Constituent Update Batch. Is there a way to do this?
When uploading a file from the “Workflow Entry Viewer” where we have files loaded in there, within the batch on the PaperSave tab we click to add a file and normally the “workflow entry viewer” refreshes and the file is auto attached. Lately this function seems to be disabled and now when clicking to add a window pops up…
We have a scenario where the household (husband and wife) are linked together as spouses. They requested to have recognition credit removed so that each can donate independently. We are having to manually remove the spouse within the receipting/acknowledgment process. We have unlinked them under relationship on the record,…
I'm attempting to get Fundraiser's to adopt NXT Work Center, and I'm having an issue managing Fundraiser Assignments effectively. It seems when I end assignments they still appear in the Fundraisers portfolio in NXT Work Center and in “Needs Attention”. Can I have them not appear there without deleting the assignment,…
Hi everyone, How can I pull a report of constituents with photos and bios without using crystal reports. No on my team is familiar with crystal reports. I tried several ways and when every time it's missing information or all of the pictures seem not to generate. Please help! Thank you so much! Chantel
Hello, I am trying to create a simple custom part type that is an exact copy of another part we already have in the system. However, no matter what I try when I go to create a part that inherits my custom framework part (type), it won't even display the settings it just gets stuck on a white screen trying to load the part…
How do Opt in/out Mail preferences and solicit codes work when it comes to individual and household levels? Is there a default way this works or an area we can see these settings? From my understanding it is like this, but I am unable to find any concrete information on the knowledge base- * Individual Preferences: Apply…
I tried receipting a pdf version for a stock gift and do not see the gift amount on the receipt. Can someone let me know why?
We are getting ready to take SP36 at UNC Chapel Hill. We have heavily customized CRM and are looking to hear from others who have taken SP36. We have the What's New notes for SP36, but want to know if there were particular Gender field and code table issues found that were not mentioned in the documentation, issues with…
Which orgs and teams are exploring Azure AI functionality with a focus on integration with your CRM database? I've got some neat ideas for chatbots, reporting, prospect segmentation, interaction/constituent history/profiles, possibly natural language querying of the database but I'm stuck trying to determine how to…
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