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Hi all, I have just joined a new org and inherited a coding structure that does not make sense and I'm looking to consult the hive mind to see how we can fix it and what good looks like. We have a Major Appeal launching with an overall fundraising goal and it will take 5 years. Currently the Major Appeal is set up as a…
We are currently running a query in database view to reconcile gifts with our finance department every week. From database view, the export includes coulmns for GL Debit and GL Credit. When I try to recreate this query in NXT, I can't get those columns to populate with the information, even though I am including this in…
Currently, our organization utilizes annotations on both Constituent and Fund records in the database view substantially. We store critical information that users MUST know when they open a record, and we check the "display automatically" box so that the user is forced to see the message and click to close it. Blackbaud…
How do other folks indicate that someone is an event coordinator in NXT's events? Database view had that functionality built in, but NXT has nothing. As my org tries to transfer over to doing data entry through NXT, we need to find a new solution. I haven't found any resources about this (either informational posts from…
Does anyone have any experience entering a loan (to the org from a donor) that will be repaid into RENXT? I know not to enter it on the gift tab…but would you use Actions? Notes? How to easily access the info? Thanks!
As a Blackbaud University (BBU) instructor for 5+ years, I have been teaching the concept of gift batch since my early days. I frequently encounter students who say “we are only allowed to enter gifts through batch (that is – no single gift entry allow). I have asked students if they know the reason. Most do not (just do…
Hi, Is anyone using Security by Constituency in database view security groups? We are having issues with the users not being able to search for relationships associated with the constituent in RE NXT and we are wondering if anyone else has come across this and/or has a solution. I have spoken to Blackbaud and they say that…
Would anyone like to share their best practices for the annual rollover or promotion or constituent conversion? This will be my first time running this process solo. I think that my approach should be: Run an export that contains people of numerous constituency codes, and include each person's import ID as well as each…
We are exporting a mailing list from the database view. We have columns for the name fields from Constituent Information, as well as columns for Addressee and Salutation, and columns for Additional Addressee and Salutation to get the Combined names for those who are married. For some reason, the data in the export looks…
Kia ora team I have noticed over the last wee while that when I do an export, or run a query in database view, donor addressee details show up with double spaces between first name and last name. E.g JohnSPACESPACESmith instead of JohnSPACESmith. I have manually checked hundreds of these to ensure that the addressee fields…
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