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…
Edit: Thanks to everyone who responded, I've decided to continue the normal recurring gift/recurring gift payment process. We moved our donations to Fundraise Up, so all recurring gifts process automatically. It seems to me that it's extra work to add a new recurring gift, then add the actual transaction (recurring gift…
In webview batch entry if a fund is present before assigning an appeal and I select a recently assigned appeal, it will either change the fund to the default for the appeal or, if that is blank, change it to the default for the campaign associated with the appeal, or, if both are blank, just remove the fund from the field.…
Our organization recently enabled the ability for donors to make tribute gifts on our donation form. I have noticed over the past few weeks that when these tribute gifts show up in my web batches, it is very difficult to see that it is a tribute gift. The only visual clue that there is a tribute attached to the gift is the…
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