We have business rule in place to not allow a record to be saved with duplicate phone types. This a.m. I'm just getting going and have run into two records: one displaying 2 cell numbers, neither marked as inactive, another displaying 2 emails of the same type. Date last changed is not recent. Any thoughts? Any one else…
Has anyone successfully created an RSVP link using the Event Module in Raiser’s Edge without relying on a separate platform? I’m trying to set up RSVP registration using the Online Express Event Form and would appreciate any insights!
We were recently relocated to Azure platform. I wanted to understand the background of this file space and the overall intend. I worked with import and exports from this space thinking the process would run faster if the data wasn't going from my local workstation to hosted db and back. I can also understand this for…
Wondering how common these types of positions are in the non profit sector. We are a hospital with quite a few hybrid type positions. The leadership is considering bringing these positions back to work onsite fulltime. I'm just curious as to how many people do still actually work remote or a hybrid position. Thanks in…
I run a Gift Detail and Summary Report, but I would like to sort it by Fund, not by Constituent or Gift Date. Is there a way to do that? My only workaround that I have found is to run it for just Fund x, then Fund y, then Fund z, etc. Thanks
Hello all. I was hoping to find a product update meeting this spring but can't find one. Does anyone know when membership forms will be available on NXT? Thanks, Jane
Hi All!, Is there an official list or guide that outlines the mapping between the gift type names in RE and their equivalents in NXT? Thank you,
Hi all. I'm wondering if there is a way to customize the Fund Performance Insight to include a subtotaling by a field we are hoping to use - specifically fund type. I envision this to look something like this: Fund description 1 Amount Fund description 2 Amount Fund description 3 Amount Fund Type 1 Subtotal of above Fund…
Our organization recently received a grant for one of our special projects that will arrive in two payments of $250K – one this year and one by the end of our fundraising period for the project (early 2027). The second payment is contingent on a certain amount of $ being raised by that point in time. I am being asked to…
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