Am I missing something? I just watched the grid view batch video and there's a feature to add new grid batch under Add drop down menu or under the ellipsis menu for unapproved batches. But when I click on Add drop down I don't see that option nor do I see it for unapproved batches. Is there a place where I can enable it.…
Hi! my organization has encountered a few challenges with stock/property gifts and gift amendments when generating giving Statements in RENXT, and we’re hoping others in the community may have found a solution. When generating statements from a constituent list, the system allows statements to be produced for donors who…
The university is small so we were multiple hats. The administrator role was primarily with the IT department which is changing shortly and am taking up more responsibilities of the administrator. I need some guidance on how other organizations define the two roles. I know a lot of places the roles are clearly separated.
I have done hundreds of appeal imports (to add that we sent an appeal letter to a constituent's record). Suddenly, RE is telling me every single record on my spreadsheet is rejected because "Record to update is for another constituent in raiser's edge." The constituent IDs are correct. If it were a few exceptions I could…
While reviewing the constituent data for online donations (web view), we have the choice to only "see" the information and either add a new address or mark a phone primary/previous. I would like to have the option to be able to go into the actual record — as I'm doing the reviewing — and update any necessary information on…
Is it possible to capture guest email addresses on an Event form? Can a field be added to Event forms so that people can add their guests email addresses when registering for an event.
Any reason why I can't query on "planned gift" gift type anymore? We have a number of constituents who have that gift type in their records and I need to be able to identify who they are? Is there something I am missing?
Similar to the Opportunity Lists and ability to add Last Action and Next Action columns, we would like a Gift List (to follow-up on Pledges) and ability to add Last Action and Next Action columns. At present you cannot add Actions to a gift list. I have also considered merging two queries to accomplish the same result.…
Since the release of the new Grid Batch View, when I go in to edit and approve unapproved batches from our online donations, I have to configure the columns EVERY single time for EACH batch. This is incredibly frustrating and time-consuming. Batch templates only seem to apply to batches you create, not the automatic…
"Hooray", I thought. The reality is a big disappointment. In Online Express, we could define which addressee/salutation to use for primary, secondary and tertiary add/sals - which allowed us to set one up for Constituent ID (which we want to mail out to graudates on occasion as a reminder of their official ID number, so…
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