The spouse of a deceased constituent is making payments on a pledge that was entered on her husband’s record. (Prior to him passing she was soft credited for each payment) When I enter the gift and try to link it as a pledge payment, it shows that she does not have a pledge. I was able to select load pledges, enter his…
We've had a few realized planned gifts come our way recently, but we haven't successfully been able to link them to the realized revenue of the original planned gift on the record. The “apply to Planned Gift” is greyed out. I've gone down many-a-rabbit holes reading blackbaud knowledgebase articles, and most of them say…
Does anyone use RENXT or OLX for summer camp registrations?
My team has asked about getting Alumni to upload their picture via a event registration or donation form. I didn't think that was a feature but asked Alex and no, so he suggested I bring my question here. Does anyone have a solution for alumni to upload a profile picture? I was looking to see if it was a feature with…
Hi, We created a list of gifts that have not been receipted. When we choose this list for Gift Receipting, not all of the gifts appear. Only about ⅓ of the gifts appear. Does anyone know what may be the reason for this?
Hi, it doesn't seem like fields like address can be made to be required for Online Giving donation forms. Did I miss something? Phone number and address should be required so we have that info on new donors! ?
In the database view, I want to add a campaign to gifts that have already been processed. Some gifts will let me edit and some are shaded and will not let me edit.
Is anyone else experiencing this when entering gifts in NXT? Typically, NXT recognizes and alerts of new constituents which prompts me to update important info on their record. I've come across a few records recently where the name format fields were blank and then today I noticed that a NEW constituent wasn't recognized…
Hello all - I have a lot of experience importing in RE, but havent done it in a few years. I just started at a new org and I am attempting to import some prospect ratings in the validate mode. Here is the issue im coming across - when I attempt to bring the file in WITHOUT the importID, it tells me i am required to have…
Hi folks. Is it possible to create a duplicate of a gift record with all the attributes, soft credits, notes, etc from the original, except of course for the Gift ID which would be different…..but without having to manually re-type everything? Thank you.
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