I'm using RENXT to generate and update queries. While working on a query I noticed the I cannot keep a query open so I can use it as reference to generate another query. I’m working on a FYE online donation report that I want to use separate queries to compare the last 3 fys quarterly. We use HubSpot to process our emails…
I created an event and I've never seen the registration options look like this. Can someone tell me what I did for it to look this way? How do I get rid of that area circled in red? We are allowing the guest to invite 1 person so I need to make sure they don't add on more than themselves and their plus one to the…
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…
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