I would like some suggestions on how to only give access to few people in the team for certain financial reports? Is there a way to do this in dbms or NXT?
Is there a way to attend BBCON sessions online ?
On a constituent record there is a table you can use called "Target" which will populate in the Summary section of a record. I'm curious to know how people use this field as we've typically not made much use of it. Between "Opportunities" and the "Prospect Management" section, it seems like a target $ amount in the summary…
So my organization just ran an event and we used the event tab in RE for the first time. When we pull a report, will it take in effect the expenses? If not, is there a way to include the expenses on the report.
Not having the county as part of the address in WV is posing down-the-road reporting issues for us. I'm curious if anyone has implemented a way to capture this data moving forward. I am leaning toward another Custom Field to house this but for others making updates when addresses change makes that another step to a…
My org currently sends email appeals through Raiser's Edge Web View, and I've come across a quirk that even my IT team is struggling with. I'm wondering if anyone might have insight. When I send emails to myself (both test ones and real ones) from RE to New Outlook, all of the text comes in boldface. Doesn't matter if the…
Hello RE family! I uploaded 10K + constituents to RE database and included a reciprocal parent/child relationship. All data populated correctly in web view EXEPT the parent is not showing up on the child's record but the child IS showing up on the parent's record. To complicate things further, I tried to just upload a file…
Can someone please help me setup a mailing list for appeals. We use physical mail, and having issues with addresseee and salutations, lists vs queries. Queries pull the primary addressee and salutation, but this not available on constituent list. I want to mail to all donors and non donors using the primary addressee and…
I’m looking forward to connecting with you during my BBCON 2025 session: “Breaking Up with Database View: Alvernia University’s RENXT Web View Journey.” This post will serve as your go-to space for session materials and follow-up resources. 📌 Coming soon to this post: Slide deck and key takeaways from the presentation…
Hi all, I’m looking for help creating a very basic and simple aggregation report based on a gift query (Report needs to be able to use a gift query as I am needing the criteria to use a fund attribute/custom field). It should display 2 columns only: 1. total $ giving and 2. total number of gifts by Only the 2 fiscal years…
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