I am the one who had the problem of sending Gift Statements to donors that I had no intention of emailing. However, now that these emails have been sent, how do people track the emails that they send? When I go to a record of someone who I sent this accidental email, I do not see any indication on their record that I sent…
Hello there, I'm new in RE. I'm trying query records where gift amounts are blank and equals to $0.00 and blank email / address. It's only out the right records when I'm using one criteria for either blank gift amount or gift amount equals $.0.00. Any help is highly appreciated!
Just like the title says, I have a give that should have been added as a one-time gift but was actually entered as a recurring gift payment. I'm not seeing an easy way to unlink this gift from the recurring gift without deleting and reentering it. Are there any clever tricks I'm missing?
Our organization changed names about 5 years ago and RE will not change our account to the new name. Therefore, EVERY report that we generate has our old name on it and is a useless document unless it is edited. Now that RE sends out documents with out giving users the opportunity to edit (see my post about Giving…
I am very new to RE and was hired to help clean up the database, among other things. I have discovered that over 2000 constituents have duplicate constituent codes (i.e., some have alumni listed 2-3 times). I need to clean that up, but I'm just too new, and Chat is spinning me in circles. I have already created my CSV with…
I am struggling to create a query that will track when a new donor (within a specific timeframe like the last 12 months), makes a second gift. The 1st gift field in query lets me define my timeframe fine, but its the tracking of the 2nd gift that I am struggling with. Giving summaries set for a gift count of 2 or more…
The Giving Statement feature in NXT can be a complete nightmare. I don't know if anyone has used this feature but I advise to use the database capability. It is very easy to accidentally send e-mail giving statements in a second. There is no prompt confirming that you want to email a statement (or a batch of statements)…
I would like to hear from my peers the pros and cons of self-service donor portal. Recently, I've been discerning whether to enable it or not.
I am new to my organization and I'm realizing that my fundraising team has never really been educated on the database. So now I'm facing the challenge of expecting them to be putting in actions, but they don't really understand how anything works. I'm just wondering if there's resources I can use to present the information…
Hi - When I pull the Month-End Pledge Status Report, I notice that it is showing pledge payments in the current month against a outstanding balance of a pledge that is less than the payment and it still shows the entire payment, but not the overpayment of the pledge. So that the pledge payments do not match the decrease in…
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