During the Unified View session earlier this month, the presenters said that answers to questions not addressed would be shared in Community. Did this happen (and I'm just not finding the post) or is this still to come? If the former, does anyone have the link? Thanks,
I was OOO yesterday, but would really like to read through the questions and answers from yesterday's Ask the Experts. Where would I find that? Thanks!!
Hi Community! Our Ask the Experts session in the Raiser's Edge NXT community is now live! Representatives of Constant Contact will be answering all your questions today from 9am-5pm ET. If you have questions about your integration and need help from the experts, this is your chance. They will be monitoring the questions…
Hi, I was wondetring what'd be the best way to record a chnage in a recurring gift amount. Last years we had a few donors who decided to increase the amount of their recurring gifts. My colleague have been recorded this on Re in this way: put the recurring gift with the previuos amount as completed create a new recurring…
Hi. I need to pull a query/export where I can see all constituents who gave 5 years consecutive or more. I tried using the Consecutive Years Report but it only gave me 26 records and that's not correct. They are not interested in a date range or other gift related information. We only need to see the donors, lifetime…
My organization still runs our acknowledgement letters through RE Database view (Mail > export the list > merge in Word > print > mail out.) We're looking to streamline and be more efficient in how we do this. Are organizations still doing this or is there a better and easier way to do this?
Are you currently using Claude AI in conjunction with Raiser's Edge data? And if so, how? What types of outputs or reports (e.g., constituent profiles, phone-a-thon sheets) have you been able to generate using Claude AI? What use cases have you found most valuable when applying Claude AI to Raiser's Edge data? How…
We are looking to move away from Crystal Reports but are not sure what to move to. How do you create custom reports from NXT (web view only)? Do you use SKY API or something else? Are there any options other than Power BI or Tableau?
@Anthony Gallo Our finance team started using RE NXT webview posting function in Nov (how did we not notice until now is concerning), we discover GL posting data being incorrect. Our Controller opened a ticket #020716550, where it has a lot of the details. In a nutshell, we found the posting information to be incorrectly…
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