Curious all of your thoughts on the best way to structure a query to find all constituents who have given a gift in at least 2 of the last 5 fiscal years. The best way that I've been able to come up is - (Gift Date Between 01-01-2020 and 12-31-2020 AND Last Gift Date greater than or equal to 01-01-2021) OR (Gift Date…
At my old job, I thought I could do this, but I can't figure it out/remember now. DBV view. 2 constituent records – Mr. Adam Jones, Mrs. Mary Jones. Relationship of Spouse between them. Sometimes Adam gives, sometimes Mary gives, sometimes Adam and Mary give. Soft credit is used when/if spouse is part of the transaction.…
That's pretty much it. I don't mind rounding as an OPTION, but let me turn it off or flip back and forth between rounding and precision. Our latest issue came up with “funds” when we were looking at the Committed and Received amounts. We had a fund that rounded to a “$24k” received total so our Gift Officer told the donor…
I'm wondering where others are recording Personal Interests for constituents? These are not giving interests, but rather hobbies like skiing, golf, cooking, film, art, music, autos, etc. I know there is a Volunteer Interests area which could be used (as we don't use the Volunteer module). There are also Custom Field…
Our foundation is currently looking for a more efficient way to track sponsorship benefits. At the moment, we’re relying on an Excel spreadsheet, which is becoming increasingly difficult to manage—especially for things like: * Tracking fulfillment of sponsorship benefits * Managing multiple sponsors under one package *…
While moving to NXT to produce Gift Detail and Summary Reports, I noticed there is no footer available. In our organization, we use a report footer for the report location and name so other team members can access with ease. Will the footer be available in the future?
Does anyone know how to refresh a static query in webview? I don't see a Refresh option.
I accidentally added a tribute to the constituents profile instead of on the gift. It won't allow me to delete the tribute. Anyone know if it's possible to delete? When I click on the 3 dots the only option is to edit, not delete.
Get excited...the Blackbaud Product Update Briefings are happening May 6-9th! Our Product Update Briefings showcase recent innovations and preview future plans, including many features and functionality sourced from community member ideas. Register today for the Product Update Briefings and after you watch them we’d love…
Hi all! I'm currently working on building out our use of the Events Module (while I am new to Institutional Advancement, having changed fields only in August 2024, I have spent 9 years in front of house in the performing arts and am putting that skill set to use here for our department!). I know that BB has said that…
It looks like you're new here. Sign in or register to get started.