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…
Does anyone have a work around for entering payment data from Blackbaud Merchant Services with Blackbaud Financial Edge NXT? Currently, I am manually entering every charge, including credit card fees, and it seems counter-intuitive that the two systems cannot communicate.
I am unsure whether this would be a query or an export and I lack experience working with the financial data in RE. From my little bit of experimenting, I don't think all of the tables exist that I need in the query module and have been working through export methods. I would like to produce a report like table though…
We are preparing to start importing solicitations notations to our constituent records and would like to know if other organizations enter them in the Actions or Appeals tile. Our initial import from our previous database sent them to the Actions tile. But the Appeals tile appears to me to be set up for this type of…
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