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?
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…
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