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?
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…
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