I am looking to integrate with Raisers edge NXT and wanted to see if there is any way that I can get to know which form was used for a Gift record. I am not able to find any form id or anything in the Gift record that I am fetching from Get Gifts API
Hello to all. I'm new to RE, and wondering about the Prospect Insights piece; does anyone know where the Insights database gets it's information, beyond what is in my list of constituents? Is it comparing to all philanthropic activity for the donor, including other organizations?
When running a report do the Cash and Pay-cash, and pledges gets counted twice
We have an annual meeting that we solicit sponsorships for. I'd like to pull the sponsors from FY23 & FY24 into a list but also assign solicitors to those sponsors for this year's meeting (may be different than assigned solicitor to the constituent in RE). I have created a merged query for the previous two year's sponsors,…
Is anyone having problems editing a GL query in web view? I keep getting the “that's odd” screen.
Hi We've just got BBMS and the transaction lists are poor. Our finance team have no idea how to code donations. We want to generate a query with a) gifts in this week b) gifts added to RE that came via BBMS. I know that each gift generates a Transaction ID on BBMS, as I can see it within the gift on NXT. But I can't find…
Shameless plug for an idea to add a column for uses in webview tables. Yes, I can see it by clicking the three dots and the information there is great, but when your tables are a hot mess, being able to see the low hanging fruit vs. the big problems would be helpful.
Does anyone enter business phone numbers with extensions? When I look at a constituent's record in web view, the business phone number appears as one long string 00000000000000 instead of (000) 000-0000 ext 0000. The same record displays correctly in database view. Is there a setting in web view that I am missing to format…
Hi everyone! My organization is exploring connector options to automatically sync contacts from Blackbaud NXT to Mailchimp, and ideally, push engagement data from Mailchimp back into NXT. Has anyone used a product or integration that supports this kind of two-way sync? Looking for something reliable and ideally…
Hello! We're trying to determine the best way to report gifts to funds by others in a timely fashion. This would be pulling a list of gifts made to funds with active trustees (relationship) by people other than the trustee. My first thought uses multiple queries - a fund or constituent query to determine the funds in…
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