Hello, I want to clean our database and noticed we have like 5 different funds that all mean the same thing. They also have gifts attached to those funds from a long time ago, we also use Financial Edge. Does anyone know of a method to merge funds together? Thanks
Hi all, I'm sure this is a silly question, but I am new to RE and am trying to get the hang of reporting as quickly as I can. I was wondering what folks suggest I do to pull a giving report that shows what we received (both pledge and received) in a month/week/quarter - we receive multi-year pledges and I want to make sure…
Hello I am trying to start using the NXT Query more but I noticed that the Name field output is different in the NXT vs Desktop. In desktop version Name is “First M. Last” but in the NXT Query it is “Last, First”. Is this an error or will it stay that way when there is already a sort order feild. Thanks!
I have added some new tables and when I load RE Db view I can see them and add them to constituents records, as well as add them to constituent records in NXT, but when I try to create a constituent list in NXT I cannot find those under the filter - every other table i created but the newly created ones. This was done last…
My organization noticed that third-party accessibility readers are not picking up content with the new standard donation form with NXT (online giving). It's pretty disappointing that this is the case, especially when we have an embedded donation form on our website which has the UserWay widget. I'm hoping changes will come…
Our organization currently combines all golf tournament registration funds - both for tax-deductible donations and for benefits received - into a single fund/account. When entering the golf registrations in RE, we do remove the non-tax deductible portion from the “receipt amount” for the gift record. On the receipt, we…
Hi, recently moved to Online Giving and still getting used to it! When you entered a batch in OLX, you could easily search to see if the donor already existed in your database and tag the gift to them. Is there a way to do this with Online Giving? I unwittingly created a duplicate because there didn't appear to be a way to…
Does anyone know of the best way to do event check-ins in NXT? I seem to remember a few years ago there was a Blackbaud Events App that worked on iPads and connected to RE. This doesn't seem to be around anymore. Any help would be appreciated.
A major issue our entire team is having with the system, is the amount of time it takes to maneuver through the system just to enter a transaction, whether it is on the AR, AP or Journal Entry side. Not only that, the system tends to make a lot of mistakes by picking up the wrong account number or the wrong amount if we…
I used a hosted DB view for ten years, and just started at an organization using NXT and the changes have already surprised me. In DB view i frequently used the export function to pull fields and create documents right in RE. Similar to letters, but also to pull prospect profiles (once crystal went away) etc. It seems like…
It looks like you're new here. Sign in or register to get started.