Hi All, Would love some advice on how to prevent previous addresses appearing on receipts. Firstly, am I following the correct procedure to end date an address by changing address type to Previous, adding a Valid Until date, and selecting red circle (Mark as do not mail). A Has no valid address alert automatically appears…
We have multiple departments/agencies with their own fundraisers and donors. We all use the same instance of Raiser's Edge NXT. We want to set up the organizational structure so that fundraisers from one agency can't view or make changes to another agency's data.
I would love to have a chat with someone who uses the RE NXT prospect module. I am looking at best practices someone is willing to share. Please email me - claudia@leuchie.org.uk - thank you!
Hi All, I have a question about RE Query. Let me first explain our current process—we're using Luminate Online (LO) for email campaigns and Omatic Cloud as the bridge between Raiser's Edge (RE) and LO. As part of this process, we store the Luminate ID as an alias type in RE. For an additional sync process, we need a…
Hi, I'm new to queries. I'm working exclusively in RE:NXT. I'm visually impaired and require the ability to enlarge the font that the web front end provides. We're trying to send thank you notes to businesses who have donate items to our upcoming silent auction. I created a query that finds at gifts-in-kind we received our…
Will custom fields (attributes) be available for address type in the web view?
I’m looking for insight from users of Omatic’s ImportOmatic and their newer Database Assistant tool. Looking for feedback on ease of use, ease of implementation, Omatic’s support, etc. as we are considering purchasing these tools. I have seen similar posts on this forum but most are a few years old so am looking for more…
Hi there. I'm wondering if someone could help me with query directions to pull a query of loyal donors (consecutive giving of 2 or more years) including and up to 2025. Thank you.
Hi there. I'm wondering if someone can help me out with query directions for creating a query for loyal donors who have given consecutively for 2 or more years (at least 1 gift per year) including a gift in 2025. Thank you.
Hello, Our organization has a 5K/Walk that we host every year, along with a raffle. The registration for the 5K/Walk is handled through a different website and not by a Raiser's Edge event form. However, the committee is wanting to use Raiser's Edge to collect the sales of the raffle tickets. I'm not sure if this is a good…
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