Hoping someone with more day-to-day FE posting experience can advise here. Our client is just starting out with posting from RE to FE. All the GL distribution info is set up. They are using BBMS for their donation form, and they've selected the "4 times a month" disbursement schedule. So that means that 4 times a month,…
When using the API to enter a gift in RE/NXT, I noticed that even if the option "Automatically soft credit this individual for gifts" is checked, the soft credit is not always applied to the gift. Has anyone else experienced this issue?
Hello! We have the tribute module. I'm curious if anyone has a creative solution for emailing a tribute acknowledgee automatically, or at the very least semi-automatically? I'm getting more requests from families who don't want paper mail. Example scenario: Susan died, and her daughter Jane wants to get emailed when people…
Until this year, all our new hires were required to complete the "Basics of Raiser's Edge NXT" learning path on the Blackbaud University website. It was ideal for a general overview of all-things RE NXT, which we followed up with either in-house training on our own procedures or supplemental BlackbaudU courses for specific…
I'm creating a donor listing for the last fiscal year, and I've been asked to include some type of indication if the donor made any type of Tribute gift (during the last fiscal year, not for all time). Is there some way with a Constituent Export to do this? The best way I can think of currently is to export all gifts from…
Can you no longer see all gifts under the fund record in NXT as you can over in the DB view?
This is my first post so apologies if not in the right location. We currently use an external event registration system (JotForm) to manage our event registrations but we are in the process of moving that over to the RE NXT event system so that we can do away with the external system as a cost saving measures. Our…
Hi all, I'm soliciting votes here for this idea: Allow Pledge Option in Event Registration to Set a Limit Idea is, event registration can have many pricing level, and allowing a pledge option on small ticket purchase ($20 ticket), doesn't make sense for us. The idea is to have an optional limit set on the pledge option…
I recently noticed that in the standard donation form, an additional page was added for donors to elect to cover processing fees. Previously, the option for a donor to elect to cover fees was a checkbox that lived on the same page that donors input billing information. I am advocating for moving the fee coverage back to…
The last post on this topic is 3 years old, so I wanted to see if the feature had been added. On donation forms, is it possible to implement a character limit for specific boxes? Even though the limits are clearly stated multiple times on the webpage, we regularly have donors not follow the guidelines and this extra…
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