We have an attribute category with multiple descriptions. I need to remove only 1 of the available out of about 811 records without delete the entire attribute category. Because this description also has various dates and comments from constituent to constituent, I don't think the global change will work because the test I…
Hi everyone, I've been working to set up membership forms for our new membership programme, using Raiser's Edge Online Express. The forms are pretty clunky, although I hear they are looking to update these and migrate them onto NXT in the near future. One thing I've noticed is there's no option to ask members if they are…
Hi, i was hoping to connect with someone here in Australia who has turned on the new Constant Contact email connection in their RE NXT? Keen to hear how it went and how the mapping of consents is handled from one system to the other…thanks
We've recently started experimenting with Optimized Forms created through NXT, whereas in the past we've only used Standard Forms in Database. What is the best way to enter gifts from the Optimized Form into RE? With the old setup we would have them organized into batches since they came through OLX in Database. Is there…
Our University is at the beginning of a comprehensive campaign. I'm working on the reporting aspect. One part of that is showing giving by constituency. Donor advised funds gifts have their own primary constituency called "Donor Advised Fund," but we'd like to show the alumnus, trustee, or friend behind those gifts in…
I've been asked to pull a list of donors that have given in November & December to certain funds going back as far as we have data. Any ideas on how to pull that?
We have the tribute module and use RE7/database view. We are a senior living community and get lots of tributes, especially at year end. I am looking for suggestions on the best way to handle the following scenarios. Gertrude gives a gift IHO her granddaughter, Hannah. Her default add/sal is Mrs. Gertrude Jones, but for…
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Like a lot of organizations we're seeing more and more donors give from donor-advised funds, including donors who want to make multi-year commitments and pay from a DAF. Legally, of course, DAFs cannot be used to fulfill binding pledges, so we have some cases where we're working on a letter of "gift intent" with the donor,…
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