Hello! Our org is not currently using most optimized forms since most of our processing works through Luminate Online. However, our Tributes system could use a lot of improvement. Is anyone using the newly announced Tributes features of the optimized donation forms? If so, would you be willing to share a link to your…
Hello, Our organization is seeking to create a backup of all attachments from both our individual constituent profiles and from individual gift records. has anyone done this before? Support says that this is currently not possible, but I am wondering if someone found a workaround or has a faster way to do this besides…
Hi, I am looking for idea/best practices for utilizing multiple online giving forms. I have seen orgs use 1 main form that is always active on the website and then a few others located in other places on the website for specific funds like athletics or parent clubs or a giving day. I am looking to use a new form to go with…
Hello We are hosting a few fundraisers later this year and I am trying to make the donation process as easy as possible for donors at the events. We are creating JustGiving campaigns for each event, but each event is fundraising for multiple funds within that community. For context, we are fundraising for a senior living…
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.
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