We've been using the hosted RE database view for years and are now preparing to transition key processes to web view (RE NXT). Our Finance team uses Ellucian Colleague, and historically, we’ve relied on the commit and post reports from batch processing in database view to provide daily gift data to the Business Office for…
Hi all, Sourcing some ideas here: what does everyone use gift subtype for? As gift subtype also can drive GL Distribution into FE, it is an important field unlike others. We currently use it indicate 2 pieces of information: bank of deposit (which GL distribution translate to account code (2nd segment of our account…
Right now, RE NXT shows only the Appeal Description on a record. We use Appeal ID to quickly review the appeals sent to a donor. I need a way to see that ID in web view, just as we can switch between the two in DBV under User Options. Am I missing this option in web view, or has it not been made available? EDITED: Please…
My colleague is asking me for a report of donors who gave through their DAF or IRA accounts. I don't see how this is possible to run but wanted to reach out to you all to see if you have a suggestion. Thank you!
We are new to Raiser's Edge NXT and about to Go Live. We would like recommendations on the best use of Type when building out Actions for Constituents on Categories.
Hello, Has anyone had issues with credit card donations created online through BB Merchant Services not showing in Gifts in RE NXT? How do you resolve this issue? Thank you.
Few staff are out of office and looking at merchant service report and see refund, and curious to know who processed and why. Not doubting legitimacy of it. I was told however from support there is no tracking for that, no way to know from BB who processed it. Is anyone else simply blown away by the lack of basic services…
In OLX, as soon as a transaction is completed on the website, a receipt is automatically generated, emailed to the customer, and a link to the receipt can be found under ‘Gift Attributes’. But in RENXT, the receipt is automatically generated and emailed once the online gift batch is approved. Is there a way to view a copy…
Hi fellow NXT rockstars, I am trying to figure out how BB chooses to organize a solicitor's goals in the “goals” tile in workcenter. It clearly shows a maximum of 5 appeals, but I can't determine why the system chooses which goal. I found an article that explains how we manage their goals through database but it's not…
Would love to chat briefly with any universities using RE NXT and Graduway. Wondering how you are processing new info, any tips/warnings, if you are using an import plug in, or any other feedback that might be helpful. Thanks in advance.
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