Hi! Does anyone know if here is or will be a way to filter on fund category in gift/constituent lists? It is possible in query, but seems like something that could be helpful in lists as well.
In the past when we had various new-to-our-database constituents, not donors, that we needed to add for the purpose of invites/communications, we could do so through batch. I'm not seeing that now, only gift batch option - does that mean webview no longer has the ability?
We received a donation yesterday from a donor whose spouse is marked as "Automatically Soft Credit…" (and vice versa). The donation came through an NXT online donation form. We have just started using the NXT online donation forms, so do not have much experience with any nuances of them. Any thoughts on why the soft credit…
Since Monday, I have no longer been able to use the AI Acknowledgements tool in Webview. My admin (who has superuser permissions) can use it, but for me it just hangs and won't load the donor email or generate a message. I get an error message "cannot load data". I also am unable to modify the email template. I have been…
Hi everyone, We have an event coming up with a ticket reg form and fees associated. Sometimes people will confirm their attendance verbally or via email, and they wont fill out the form (and pay for the appropriate number of tickets). In these cases, we need to reach out and ask for payment in whichever method works best…
Hello! I working with my organization to document our process for Planned Gifts. It has become pretty clear that different folks with different perspectives have Thoughts about how to do this, so I am looking for some opinions other RE NXT users on Planned Gifts. Has anyone else used Opportunities to document planned…
I am in the process of setting up SSO in my organization. We are hitting a roadblock during the testing part of the configuration. We are unable to figure out what is causing the NameID issue below: "Authentication failed because the response from your identity provider (IdP) doesn't include the attribute mapped to NameID…
I am trying to add new table entries to a Custom Field in RENXT. From web view, I click Settings > Tables. I select the table I want to add entries to, click "New Entry", and add the entry. This is all I've had to do in the past, but now I'm wondering if I'm missing a step? When I go to a constituent record and add a…
Hi all Has anyone else found the new Consent Tile a bit of a nightmare? We used categories for the different preferences e.g. Appeals, Events and Newsletters and we didnt have a top level Opt-in for the Channel. So when we opted someone into "Email" they got 3 consent records for each category. However now when we look at…
Wondering if anyone has a workaround for this. We are using both OLX and NXT event registration forms for the same event. OLX for registrations that require the purchase of a ticket (because an immediate receipt can be issued) and NXT for registrations that are free. I've run into an issue where the OLX participant…
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