I am considering setting up the Donor Portal option in RENXT. Can anyone tell me if the updates that donors make to their profiles override the existing data that is there? We like to save the prior records because it helps with duplicate processing and backstory about our donors/alumni. I saw there is a way to review…
At BBCON there was mention of an integration with ReNXT and Constant Contact. Has anyone heard anything regarding a timeline/roadmap/cost? We'd be interested in upgrading from the regular ReNXT e-mail to Constant Contact if it were integrated.
We are a very small shop and I’m trying to outline processes for gift entry and tracking. I’m looking for guidance on stock gifts, specifically how to record the proceeds from the sale of gift stock. When the stock was received, we entered the gift information on the donor’s account. We sold the shares and received a check…
We have two membership “societies” that we have been tracking outside of eTapestry, although the donors exist in eTapestry. Is it possible to convert existing transactions to a membership status? We're having difficulty keeping track of overdue payments, and non-paying members, and would like to better utilize eTapestry to…
Is there anyone who has tried to extract information such as LYBUNTs, SYBUNTs, new donors, recovered donors, etc., using a Power BI report? I want dynamic data on a dashboard that includes information like that, but I am not sure how to get that to work. Any articles or discussion posts would be helpful for me to review.
Just went to chat with support about some report results that don't make sense. Got the new AI support bot (anyone know WHEN that was implemented?). Anyway, when I asked for an agent the AI created a case and said that someone would get to me within a day. That doesn't work as I can't move forward until I figure out why my…
Is there a way to adjust the fields that flag an account as duplicate? I keep coming across accounts that are duplicates that were flagged and do not show up in my duplicate report. We are going to move to Raisers Edge soon and I would like to clean up my etap accounts as much as possible before the move. Thank you for…
Pretty basic question that has me stumped: Is an automatic “unsubscribe” link added to email newsletters sent via eTap or do we need to add a link when we create the newsletter? For example, one of the templates I'm working with has a text block at the bottom that reads: About Us | Contact | Unsubscribe. I can obviously…
Hi everyone, I'm new to eTapestry and would really like some direction on recurring gift receipts. In Canada, we need to send receipts for donations within the calendar year. Typically, if a donation arrives online it is automatically issued a tax receipt - this works well. However, if a donor signs on for monthly…
How to refund Blackbaud Paid Processing fees to donor who was charged the fees and did not want to pay them.
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