Does anyone know if Constant Contact will be included/bundled with Raiser's Edge or is there an additional fee (or the normal subscription tiers from Constant Contact?
I need some help building an insight showing the total amount given by a particular class that includes both hard and soft credits, but does not double count soft credits. If I choose “gift amount received,” that excludes all soft credits; if I choose “gift recognition amount,” that double counts soft credits if two…
Is there any way to see the total gift amount applied to an Opportunity on the Opportunity record itself (or anywhere in NXT for that matter)? DB view shows “Amount funded from gifts”, but I don't see anything like this in NXT, and the Funded field is manually updated. Generally speaking, the funded amount that comes from…
I'm nervous, with queries not being available in database view beginning Feb 26. I attempted to run one of my volunteer queries in NXT and it is completely blank. What happens to the volunteer info we process in RE for years? Is the module moving to NXT?
Hi, We received 250 different types of stock from a donor on one day. In database, we are able to import all 250, but the import doesn't work for the sale of them. This means we will have to go into all 250 gifts and sell them individually. This takes time and leaves room for error. Does anyone know how to import the sale?…
What are your rules for Primary Contacts? Do you make them full constituents? By making them a full constituent, It seems like there is a lot more flexibility with coding so that you can do things like identifying a subset for specific types of communications.
Hello! I am working on a query for our scholarship funds. When we establish a new scholarship fund, I create the ID, and sometimes I have relationship contacts to add at the time, but sometimes I don't. I'm now trying to run a query that would give me the scholarships that have no “Scholarship Contacts” established in the…
Hello all! Here are the details for one of our upcoming webinars: I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for…
Happy New Fiscal Year!. This time of year we start a new round of campaigns and I don't have a good strategy to keep the gift processors from using old campaigns or stopping recurring gift payments and pledge payments from continuing to inherit the original campaign. I am wondering how other organizations handle the…
Hi, I am looking for some suggestions/examples for business processes/Internal organizational RE guides developed towards constituent record maintenance for organizations who have used Raiser's Edge for quite some time now. Example : We have defined understanding of how we use certain features like do not solicit/ do not…
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