We are just finishing up a multi-year $100M+ campaign. This campaign name has been used for all gifts in the past 5 years and will continue to appear on pledge installments and likely recurring gifts, too. We do not anticipate another comprehensive capital campaign for several years. So, what have you done or suggest we do…
In the General Ledger configuration, you can add the Check Number to the Reference Field to pull over to Financial Edge, but not the last 4 of the credit card number for credit card transactions. Have you found another way to pull in the credit card last 4 into FE? Are folks manually adding the credit card last 4 into FE…
When I attempt to merge vendors, I get the error below. Does anyone have any input on how to fix this error?
Can someone tell me where the "export" option that is available in Database View has moved to in RENxt?
if you are using NetCommunity please let me know the name of org and the features you are using right now: email sending, event registration, donation forms and processing, profile updates, ….
Is anyone else confused about why this is happening? Do you have a plan for February? https://fundraiseup.com/docs/nxt/
When adding a new constituent from online data review, I choose two constituent codes. The first one is always the primary, and the second one is the secondary. For some reason, once you save it flips the constituent codes. This needs to be addressed because we run reports and queries using primary constituent codes.
I've been working in Raiser's Edge for a very long time, but have been onboarding a new customer this summer and they are asking a lot of questions as they learn. They really stumbled over the idea that the queries needed for email needed to be saved as lists. I've just always known this to be the case, and it was the same…
Hi everyone, I’ve set up a Workflow Designer automation in NXT that sends an email to any new constituent who makes a gift. This workflow is currently built using constituent criteria rather than list criteria. For constituents who give directly through one of our donation forms, the workflow works exactly as expected.…
Hello! My organization uses one record named "In Honor Of" for any tributes that come in that are not a constituent. With the new matching in NXT for unmatched constituents, I'm struglling to figure out how to match them with that record, but since the honoree are thigns like "my students", I'm having trouble figuring out…
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