We have switched to a new bank and I have been asked by CFO if there is a way to globally change the GL Debit account number for cash gift types. It would be changing the 6 digit portion to a different 6 digit number. It's not possible thru global change. Anyone else changed banks or needed to make this type of change on…
I am trying to create a report that includes information from both gift records (appeal, receipt amount, pledge balance, etc.) AND opportunities that are linked to those gifts (ask date, ask amount, etc.). Unfortunately, for some reason gift exports do not allow you to include very many fields from linked proposals, but it…
Hello! We still have several recurring gifts that are processed outside of NXT (on a different third party platform). It is such a small number that it isn't worth using Importacular to import unless I'm doing several days at once. I usually go to the donor record in DB View and add a new gift, system asks if this is tied…
Hi ! I'm looking for advice on how to best identify a "Head/Main/National office" record when we have multiple related organization records in RE NXT Our development team would like a simple and visible way to identify the Head Office or Main Office record when there are multiple organizational records for the same…
Hi ! I'm looking for advice on how to best identify a "main office" record when we have multiple related organization records in RE NXT. For example, we have five CIBC branches, but one main office we want to flag for communications. Is it a valid strategy to add a prefix or suffix (like “M”) to the Const. ID to identify…
Hi - I would love the chance to chat with someone who use Online Giving forms as their primary donation platform and get feedback. For RENXT clients, is this the best solution out there (vs. other options like Classy, OneCause, etc.)? As just one example of a question that I had, I was creating a form the other day and…
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?
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