We are in our first month with BB. Where do we go for help for tying out the bank to BB? Our bank reconciliation process is very difficult.
In chat for over an hour and on phone for half an hour, just created an online case but my system is down…I need help any advice?
Hi, I added two ideas to the idea bank earlier this week. The system generated idea numbers, which unfortunately I have neglected to note down and there was a message that the ideas will appear after review. I still don't see the ideas listed under “my ideas” in my profile. Is it normal for a review to take so long? I'd…
Have any of you seen this before? I have 67 records in a client database where the spouse looks like they have a Cons ID, but the spouse isn’t actually a constituent. Query criteria I was able to use to identify the records: Here is what the record looks like: As you can see the ID field is populated in gray but the name…
We have multiple ministries using RE NXT. In the Donor Platform, can I separate appeals and funds so that the different departments only see their appeals and funds? If a donor unsubscribes from one fund, can they remain subscribed to another?
In the never ending saga of RE NXT, I have noticed more fields that are not carry over to RE NXT. In the Proposals (Opportunities in RE NXT), the field of Priority have not been moved over to RE NXT. We use this field and find it to be helpful and I am sure others use this as well. Also No Action, Media, Attributes and…
Hello! Our org is not currently using most optimized forms since most of our processing works through Luminate Online. However, our Tributes system could use a lot of improvement. Is anyone using the newly announced Tributes features of the optimized donation forms? If so, would you be willing to share a link to your…
Hello, Our organization is seeking to create a backup of all attachments from both our individual constituent profiles and from individual gift records. has anyone done this before? Support says that this is currently not possible, but I am wondering if someone found a workaround or has a faster way to do this besides…
Hi, I am looking for idea/best practices for utilizing multiple online giving forms. I have seen orgs use 1 main form that is always active on the website and then a few others located in other places on the website for specific funds like athletics or parent clubs or a giving day. I am looking to use a new form to go with…
Hello We are hosting a few fundraisers later this year and I am trying to make the donation process as easy as possible for donors at the events. We are creating JustGiving campaigns for each event, but each event is fundraising for multiple funds within that community. For context, we are fundraising for a senior living…
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