Has anyone experienced any issues with the new layout of the Canadian Tax Receipts? In the past, as per CRA guidelines, we always had a statement on all tax receipts (for gifts with no advantages) that said, "No goods or services were provided in exchange for this gift". However, with the new layout rolled out by BB, that…
Calling centers and museums! My org is on its way to completing our first-ever building. It has a dedicated event space on the water we plan to rent for weddings and more. What do you use to manage your venue rentals? Do you keep the rental data inside NXT, or import it? Is it meaningful to have new records tagged to that…
I'm working with my client --Yo San University in LA -- on a big development initiative that includes a Raiser's Edge cleanup project—about 2,000 records requiring roughly 200 hours of work. We don't currently have a database manager and won't hire one until later this year, so I'm looking for someone RE-savvy who could…
I hope someone can help. I am trying to post today's BBMS disbursement to FE from RE. I am getting the error Exception Reason Fiscal Period Not Defined. As I have not had this issue before, I assume it is because the gift dates are 2025 but the post date is 2026. Anyone have a solution? Thanks!
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…
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