Hi All, I was just wondering if anyone else is experiencing any issues with the grid view gift batches in web view? Our Individual Giving Manager is trying to process our automatic gift batches, adding the appeal and campaign, but it wont let her type anything at all. No drop down box. We also don't seem to get anything…
I have followed the instructions in Knowledgebase article 75198 to create a file of pledge payments with their GiftLink so I can see which pledge a payment was applied to. I have found that if a single payment was applied toward multiple pledges, the file I get from the Import only gives me one of those GiftLinks. Is there…
How is the numbering assigned for Addressee/Salutation? It seems that the system assigned a number upon creation and it is the next sequential number.
In database view, I can open a fund and select "View/Gifts". I can enter a specific date range and It will show me the list of gifts to that fund and give me a Total amount and Number of Gifts and I can export that list of gifts to that fund. In RE NXT I can go to funds and locate the specific fund but cannot find where to…
We run NCOA updates on our constituents four times per year. Recently, we worked with an outside consultant for a data analysis project, and they also processed our file through NCOA. It appears they identified significantly more address updates than we typically see. Has anyone else experienced discrepancies like this?…
My institution is attempting to drive forward a University level data governance policy and I am sitting on the working committee for that project. I thought I would lean into the wonderful bee hive here to see if anyone else works at a University where they have a published governance policy that might help the committee…
This study is now closed. Thank you for your interest! We’re looking for Raiser’s Edge NXT users to participate in a 20-25 minute, self‑paced research activity about how you expect to find features in the menu as navigation continues to evolve. You’ll complete navigation tasks and share short audio or video feedback. There…
We are revisiting structure of our Major Gift team meetings to make these gatherings more purposeful, effective and impactful. Would anyone be willing to share their Major Gift team meeting agenda and your assessment of it—what seems to go well/not so well? Thank you.
We use the Export Module in RE Database view everyday. When will this be available in web view?
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