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…
Is there an idea already entered into the idea bank to have a free form "other" option for the designations on NXT donation forms, or has anyone figured out how to hack it to do that? I've searched Facebook (also cross posted this question), the community and the idea bank but I'm not finding anything so please pardon if…
I'm curious if anyone is using NXT reporting or insight designer for Alumni Engagement reporting?
Anyone have a solution for random spaces in line 2 of the addresses? For some reason some of the addresses in our database have random spaces below the address and I am not sure how to run a query to find all of them and fix them. Has this happened to anyone?
Does anyone know where the Solicitor Performance Analysis report is located in NXT (or an equivalent)? I've checked Standard Reports>Analytical Reports - no luck. We heavily rely on this report and I'm nervous it will disappear when they disappear the database view. Thanks!
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