Transitioning from DB View to RE NXT and doing some mailing address updates but can't find the “Info source” field in RE NXT. Have they changed the name?
I am trying to integrate Raiser's edge NXT with my product and importing list of constituents. I want to know which constituents have opted out from Calls or Texts? I see there is a Do Not Call status in Contact Information > Phone number but how can I know if they have opted out for texts? Is there any other place or…
We are able to get a list of constituents that have fundraiser's associated with them. How do just get a list of those fundraisers that only appear when the “Show Current” is checked on the Assigned Fundraiser tile?
Does anyone know if Constant Contact will be included/bundled with Raiser's Edge or is there an additional fee (or the normal subscription tiers from Constant Contact?
I need some help building an insight showing the total amount given by a particular class that includes both hard and soft credits, but does not double count soft credits. If I choose “gift amount received,” that excludes all soft credits; if I choose “gift recognition amount,” that double counts soft credits if two…
Is there any way to see the total gift amount applied to an Opportunity on the Opportunity record itself (or anywhere in NXT for that matter)? DB view shows “Amount funded from gifts”, but I don't see anything like this in NXT, and the Funded field is manually updated. Generally speaking, the funded amount that comes from…
I'm nervous, with queries not being available in database view beginning Feb 26. I attempted to run one of my volunteer queries in NXT and it is completely blank. What happens to the volunteer info we process in RE for years? Is the module moving to NXT?
Hi, We received 250 different types of stock from a donor on one day. In database, we are able to import all 250, but the import doesn't work for the sale of them. This means we will have to go into all 250 gifts and sell them individually. This takes time and leaves room for error. Does anyone know how to import the sale?…
What are your rules for Primary Contacts? Do you make them full constituents? By making them a full constituent, It seems like there is a lot more flexibility with coding so that you can do things like identifying a subset for specific types of communications.
Hello! I am working on a query for our scholarship funds. When we establish a new scholarship fund, I create the ID, and sometimes I have relationship contacts to add at the time, but sometimes I don't. I'm now trying to run a query that would give me the scholarships that have no “Scholarship Contacts” established in the…
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