Is there a way to watch past connect for success sessions? I missed registering for one in December that I am interested in watching.
We have a directive to report on pledge funding allocated to the current fiscal year only. Even if the funding has not yet been received but is scheduled to come in during this fiscal year. Our organization primarily uses Campaigns to segment funding by Department and Fiscal Year. We would like to create Insights Designer…
Curious if anyone has experienced gifts being made online via the regular NXT online gift form that are coming in under an individual's name and NOT an organization but then when we process the batch through, a custom field is being created within that constituent's record (not on the gift attribute/custom field) that…
Is anyone using RedArc's Letter Box for gift Receipts while creating Gift Acknowledgements with a wholly separate process? If so, how are you working around both the "Mail | Donor Acknowledgement Letter" (in DBV) AND Letter Box depending on the data in the "Acknowledged" field?
I am looking to host a RENXT in person user group! Let's talk about how we use RENXT, how we are moving from RE database to NXT and any other issues. Please let me know if you are a RENEXT user in the Hudson Valley, NY and would like to participate in an in person user group in Poughkeepsie in the next month or so. I can…
I am needing a report to show by constituent how much for the calendar year they have contributed to each fund. I would like a total amount contributed to each fund and would prefer not to go in and do the math. I see the Constituent Giving History report and it doesn't give me a total given by fund for the constituent. It…
I am marked as a Fundraiser in web view and a Solicitor in database view. A few constituents have Actions that have been assigned to me, but that I haven't completed. Aren't they supposed to appear on my Home screen? Instead, in the Actions tile, it just says, "To see actions, you need to be an active fundraiser." I am…
I've been discussing this with BB Support and need confirmation from others that there is actually no way to turn off the ability to add Attachments on records. I heard that if I make Actions "View" only in DBV, it will prevent users from adding Attachments on Actions. Of course, our gift officers won't be able to add or…
Right now in our system, when someone makes an online donation, they don’t receive a receipt right away. The receipt is only sent after the gift batch is approved. Can you please confirm if this is how Raiser's Edge NXT normally works? If so, what’s the reason for doing it this way? 2. Also, is there any way to change the…
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