Forgive my disorientation, but I haven't figured out navigating the new system yet. We have Business Rules in NXT DBV that pop when opening a record where the record's spouse is assigned to a fundraiser. To my knowledge, that doesn't yet exist in WV, and I don't recall seeing if that's on the roadmap. Either way, is there…
Hi All, I am new as a Data Analyst to my Healthcare Foundation, and my first task is creating a Policies and Procedures document. Realistically, I know that most fundraisers and employees will not read through a 100-page document. The classes that BB University offers in NXT are great for teaching the "how to" for…
Hello! I am needing to report on new donors each month. I can figure out how to do that but what is throwing me for a loop is some donors are appearing on the query who has a partner that has already given. We just started making spouses into constituents when we receive a check from the spouse. Any help would be…
Technology keeps evolving and so do the ways we use it. What tools, integrations, or software have you added to your Blackbaud products that leveled up your work, saved you time, or enhanced an experience? What made it a gem?
How to add an appeal to gift records via import in the database view?
Earlier in 2025 we got the new Duplicate Management tool in RE NXT. I think it's a great improvement on the DBV version. But I'm distraught that I can't use it anymore, as there is some data that isn't capture in the Unified View that is missing from this tool. And that kinda sucks. Otherwise, I think it's a step in more…
Hi! I've noticed that we have the option to add attributes to non constituent spouses in RE7. This functionality seems to allow my organization to store certain information in where we'd want it, but it doesn't seem to be reportable in any way. Does anyone know if a way to export non-constituent attributes and attribute…
Hello! I am currently working on setting up a Banner Program with my organization, and am workshopping ways to best track who has a banner and when to reach back out for renewal. My original thought was to link associated giving to an appeal and create a workflow through that, but it does not seem like NXT allows for…
Hey…hope all who read this are well. Quick question: Has anyone ever had to create an appeal code and how did you do it. We have two fundraisers coming up back to back and I may need to do this. Thanks in advance for your help/replies.
We recently set up a new fund and would like to transfer the memorial gifts given in honor of one individual into it. There are about 60 gifts, though they’ve already been posted to the ledger. Would it be possible to do a global change or do I need to make individual adjustments?
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