I am fairly new to RE NXT web but am used to CRM systems. Is there a way that I can change all the primary email addresses to just Email rather than all the other ones they have been put under?
I am having a tough time figuring out a workflow for generating acknowledgement letters that we need print and mail everyday. I have tried letterbox but the free version does not include tributes and soft credits, I have tried to Microsoft Power Automation and the free version or limited version does not include the…
We can now view and create campaign, fund, and appeal records in RENXT. Great. I created a new appeal in RENXT and then quickly realized I couldn't associate it with a fund or a campaign. I couldn't associate a fund with an appeal or a campaign, and I couldn't associate a campaign with a fund or an appeal. Yet, in each…
While navigating Raiser's Edge recently, I noticed a few things: * Fundraising Dashboards: It says ‘Reporting’ as the heading when you click on the ‘Fundraising Dashboards’ in the side drop-down menu. Why not just call it ‘Reporting’? Naming consistency is important to reduce any confusion. * An irritating bug: When I'm…
Hi everyone, I’m currently working in the webview of Raiser's Edge NXT and had a couple of questions I was hoping someone could help clarify: * Merging Tributes When Merging Constituents With the recent updates to RE NXT, I understand that tributes are now included in the merge process when combining duplicate constituent…
Hi we would love to get anyone's feedback on using Almabase and extending our Raiser's Edge use for all events as we are considering both. Are they working for your school? How is the support for Almabase? Was setup challenging? Are alumni using the new network? Many thanks for your thoughts. Leslie
Why are Actions that I Closed in Raiser's Edge still showing as Past Due in Raiser's Edge NXT? I go back into database view and pull up the constituent record to verify I closed the Action literally years ago, then have to go back into NXT and Mark complete status (actually just marking it Closed again,) just so it drops…
Fairly new here. Our admin. asst. entered gifts and I validated/committed them, but both of us missed checking that some of the constituents were marked inactive and therefore not all of the gifts received a receipt when she processed the receipts. I assume it's possible to receipt the gifts that did not get one as part of…
I have received a request for mailed solicitation to go to those who graduated in odd years. As a university established 140 years ago, I do not intend to create a class year > one of and key in every year or pull every record and delete the evens. I did not find any answers in KB. Before I tell them to find a new way to…
I am trying to merge a constituent but when I click Merge into another record and search for the record in the Target record, it doesn't show up. What am I doing wrong?
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