I’m working on importing soft credits from one instance of RE to a different instance. I created the import file from Admin-import- Soft Credit gift. I open the import file and the SoftCredRecip field is blank on some records. In NXT I open the actual gift and there is a soft credit name - the spouse. However, the spouse…
We have been told that we should not add both parents as constituents unless they are already in the system as an alumni. I know that adding both parents as a Constituent in RE Connect is listed as recommended. What are the pros and cons of making everyone a constituent?
Hi All, I’m interested to hear how others are managing gifts-in-kind. Do you tend to use attributes or custom fields to capture more detail, or do you just rely on the standard gift reference to note the nature of the gift (e.g., kitchen set, computers, volunteer time)? I’m looking for a straightforward way to record and…
We created an email in webview and set up the from email address as pres@uni.com and the reply to email as admin@uni.com however the pres@uni.com is receiving replies and automatic replies. What do we do to current this? why is this email receiving replies?
Is there a way to export a list of Opportunities from the webview that includes the Opportunity Record ID? I haven’t been able to find this option, and it would be really helpful to have the Opportunity ID available within the Webview query. Has anyone else come across this or found a good solution?
Hello - I'm wondering what everyone's shared work environment is like in RE. How do you and your colleagues run the same work flows? For example, I'm trying to set up a shared workflow so that we can: Export a CSV from database view Open and refresh a shared Excel sheet (that is connected to the CSV via PowerQuery) Save…
I have been asked to pull a report to see the growth between two fiscal years. I need to include all donors who gave in each fiscal year and display the difference? Does anyone know how this can be achieved? Things that I need to include are: Constituent Name, Constituent ID, Summary of Gifts, Campaigns, Appeals, Funds…
Hi friends, I have been trying to pull a list of attendees who attended a grouped event and their giving. When I do it pulls records from 20 years ago even thought I'm using the date range for the last two fiscal years. I tried pulling a participant export but it doesn't have the option to add gift information. I am so…
This has been mentioned before, but we keep finding places where we use the "Comments" fields and they're missing from RE NXT, removing critical information for our end users. Blackbaud took away the Comments (and date changed) field from Email/phone records (a small disaster for us) and now we just found that they did not…
We will soon be switching to the NXT online giving forms. A scenario that exists for us currently in OLX is that we have the ability to run certain registration fees through OLX but not physically commit them into a constituent's record. It's basically the hub for the charge process to happen. Is the new online process…
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