What task did Chat for Blackbaud AI help you with this week?
Week two is here! This week we are discussing how Chat for Blackbaud AI is helping shape your daily duties. Did Chat for Blackbaud AI change how you approach your work? Let us know!
We’re happy to share that Chat for Blackbaud AI is now generally available to all Raiser’s Edge NXT customers. Thoughtful research and hundreds of conversations with Raiser’s Edge NXT users at all levels informed this approach to incorporating AI into the product. Initial capabilities are designed to serve…
We designed Chat for Blackbaud AI to make it easier to work with information you already have, and to help you move from question to understanding more quickly. During our February InsideTrack webinar that focused on the Chat for Blackbaud AI roadmap, we received dozens of thoughtful, candid questions about the content.…
Over the next four weeks, we will be creating a dedicated space in the community to talk about Chat for Blackbaud AI: how it’s working for you, and any solutions and challenges you’ve encountered. Whether you’re just getting started or already experimenting with prompts, your experiences—what helped, what didn’t, and what…
If you joined last week’s webinar, thank you. If you missed it, you can watch the full session on demand here: Practical Fundraising Scenarios with Chat for Blackbaud AI. Our product development goal isn’t to use AI everywhere. It’s to use AI in the right moments—so fundraisers can spend more time doing what only they can…
We created an email in webview and set up the from email address as pres@uni.com and the reply to email as admin@uni.com however the pres@uni.com is receiving replies and automatic replies. What do we do to current this? why is this email receiving replies?
Is there a way to export a list of Opportunities from the webview that includes the Opportunity Record ID? I haven’t been able to find this option, and it would be really helpful to have the Opportunity ID available within the Webview query. Has anyone else come across this or found a good solution?
Hello - I'm wondering what everyone's shared work environment is like in RE. How do you and your colleagues run the same work flows? For example, I'm trying to set up a shared workflow so that we can: Export a CSV from database view Open and refresh a shared Excel sheet (that is connected to the CSV via PowerQuery) Save…
I have been asked to pull a report to see the growth between two fiscal years. I need to include all donors who gave in each fiscal year and display the difference? Does anyone know how this can be achieved? Things that I need to include are: Constituent Name, Constituent ID, Summary of Gifts, Campaigns, Appeals, Funds…
Hi friends, I have been trying to pull a list of attendees who attended a grouped event and their giving. When I do it pulls records from 20 years ago even thought I'm using the date range for the last two fiscal years. I tried pulling a participant export but it doesn't have the option to add gift information. I am so…
This has been mentioned before, but we keep finding places where we use the "Comments" fields and they're missing from RE NXT, removing critical information for our end users. Blackbaud took away the Comments (and date changed) field from Email/phone records (a small disaster for us) and now we just found that they did not…
We will soon be switching to the NXT online giving forms. A scenario that exists for us currently in OLX is that we have the ability to run certain registration fees through OLX but not physically commit them into a constituent's record. It's basically the hub for the charge process to happen. Is the new online process…
Hello, My organization currently runs both on database view and NXT. Is it necessary to move over to Azure since we have NXT?
Hello all! I hope all is well. What do you do when leadership ask support staff to “register” people to events using the RE NXT event registration link that’s sent from an RE NXT Email Invitation? Leadership asks support staff to “register” the people because they would like for the registrant to receive the email from…
Hi, has anyone else had the issue where the address from online data review is only partially copied? I was reviewing a gift that came in through BBMS/NXT and the address for the constituent was different from the address we had on file. I selected the option to add the online donation form address to the record and mark…
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