Hey! Wanted to remind everyone to sign up for our upcoming Partner Spotlight Series: Gift Management for Raiser's Edge NXT. Four partners will be showing their solutions in a 13-minute time frame - maximizing your time. It is no pressure — if you like what you see you can fill out a form and learn more! Who you’ll hear…
Hi. We have certain appeals that are fundraising events like galas. The money is placed into a holding account until the end of the month following the event. The money could have a gift date years in advance of the date of the event. In our financials, we track this by following the money. But I'm trying to do a report…
The new Gift Aid claim process in Webview was rolled out well over a month ago, and so far it's been nothing more than a headache for us and we have been unable to submit a claim as yet. We've been backwards and forwards with Blackbaud support as claims kept getting stuck on the 'Processing' phase on Webview, even though a…
Hello! I am building a scheduled Power Automate flow that looks for new fund records each day at 6:00 PM. If there are no new fund records, the flow ends. If there is at least one new fund record, the flow collects a bunch of fund data and sends an email to specific employees notifying them of the new fund record. There…
I’m working on importing soft credits from one instance of RE to a different instance. I created the import file from Admin-import- Soft Credit gift. I open the import file and the SoftCredRecip field is blank on some records. In NXT I open the actual gift and there is a soft credit name - the spouse. However, the spouse…
We have been told that we should not add both parents as constituents unless they are already in the system as an alumni. I know that adding both parents as a Constituent in RE Connect is listed as recommended. What are the pros and cons of making everyone a constituent?
Hi All, I’m interested to hear how others are managing gifts-in-kind. Do you tend to use attributes or custom fields to capture more detail, or do you just rely on the standard gift reference to note the nature of the gift (e.g., kitchen set, computers, volunteer time)? I’m looking for a straightforward way to record and…
We created an email in webview and set up the from email address as pres@uni.com and the reply to email as admin@uni.com however the pres@uni.com is receiving replies and automatic replies. What do we do to current this? why is this email receiving replies?
Is there a way to export a list of Opportunities from the webview that includes the Opportunity Record ID? I haven’t been able to find this option, and it would be really helpful to have the Opportunity ID available within the Webview query. Has anyone else come across this or found a good solution?
Hello - I'm wondering what everyone's shared work environment is like in RE. How do you and your colleagues run the same work flows? For example, I'm trying to set up a shared workflow so that we can: Export a CSV from database view Open and refresh a shared Excel sheet (that is connected to the CSV via PowerQuery) Save…
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