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…
Hi there! I’m hoping if you can share some best practices, you have implemented in RE NXT online gift processing, specifically around the system-generated receipt emails. In our current OLX setup, donors receive a single email immediately after a successful transaction. This email includes a thank-you message in the body…
hi, There is a send reminder option as shown in screenshot below in RE database view, but there is nothing in RE NXT? How are we going to send reminders for outstanding pledge balances as we are using this part of the query in RE database view: Send reminders=Yes, how is that going to work in RE NXT? I created a custom…
We need to have the ability to delete the sent emails such as TEST, right now it is only allowing to copy it.
It would be so helpful if I had the ability to widen a column on the “sent email list” so that I can actually see the email name/send date/etc. I seem only to be able to move the columns around. Anyone else know what I'm talking about? Or more important, have a solution???
When I run a report in NXT, I am often doing several things and I keep missing the pop up that says my report is ready and end up running it again because I can't find it anywhere. There must be a place to find them if you miss the pop up, or a way for them to make the pop up stick until you click on it?
We processed an email blast through RE and receive bounced emails. I would like way to remove as a bulk emails that bounced for each record without having to manually open each constituent.
Does anyone know if the current functionality to designate gifts to specific individuals (e.g., in honor of someone) previously available in OLX under the "Extras" tab using the tribute gift option been moved to RENXT Online Giving forms (either Standard or Optimized)? For example, in OLX you could enable tribute gifts and…
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