We are processing gifts in one batch with multiple dates of receiving contributions. It's required that the date we receive the gift be included in our letter. Where do you record this date? Am currently using Reference date, but that requires more entry. Thoughts?
Newbie RE user here!! How are schools storing documents/materials on Fund Records in RE? Is there a way to turn on a the media tab for this dataset that I'm not aware of? Any guidance on how gift agreements are stored on the fund would be much appreciated!
I am trying to find a way to get a list of first-time donors to a specific set of funds as of January 31, 2025. They may have given to other funds, but that isn't relevant to this list - those gifts should not be considered. I have tried every way I can think of to get this, and I always get constituents I don't want. Has…
Please tell me there is a fix for this. The issue I'm having is I need to know the exact name of the person I'm searching for including middle intial in order for the name to be found. We have lists that we cannot search for names unless we know the exact naming convention of each individual in Raisers Edge. For instance,…
Microsoft Edge browser: Go to Settings and search for "colors." Scroll down to "Page Colors" and try out some of the options. Make sure the toggle is turned off for "Only apply to page colors when high contrast themes are on." I am trying out the "Dusk" option (first screenshot). Firefox browser: Set your computer's main…
I noticed that when I save and close a batch in web view, the gift date that appears in the batch review does not match the gift date that I had just entered. It is showing as the previous day. For example, I had entered the gift date as 1-31-25, but when I closed the batch it was showing the gift date as 1-30-25. But then…
I just received the Blackbaud email regarding Donor Cover and while I would like the donations to make more sense, I do not understand why you don't make the default rate be Visa/MC? I would much rather absorb the extra fee of an AMEX charge (which honestly is my LEAST used card) than give Blackbaud my extra fee? Or…
I'm curious how other RENXT teams are using their Portfolio and fundraiser assignments. We originally wanted to reserve Portfolio assignments for those who gift officers have talked to and personally qualified as a MG prospect, and cultivation has begun. We use Prospect Status of “Identification/Discovery” to indicate…
Is there any way to pull installment balance using query in RE? I don't believe there is but I wanted to check with the community. For this project I am unable to use reports/exports since it involves Power Automate, and I need to pass query results to a csv file. Would be happy to hear opinions from others on this! Thanks!
Good morning everyone! I have been encountering a mildly inconvenient issue with trying to export any files from database view to my local downloads folder. This is the error message I get: It only happens with the downloads folder, I can export files to every other folder without issue. My IT department and I worked…
It looks like you're new here. Sign in or register to get started.