We have 4 schools (but one organization) utilizing our RENXT. Is there a way to set up an “opt out” or “unsubscribe” option from each school when we send an email? Somehow, we would need to decipher each school when sending it out since in RENXT, we are one organization. I know we can set up business rules to set up…
We're looking into using the embedded Optimized donation forms on our website, which I think look really good and provide a good donor experience. Looking through the PCI 4.0 documentation, though, it looks like using embedded forms means that you will need SAQ A-EP instead of just SAQ A. I'm curious if others have gone…
Since the new sidebar came out, we noticed that all of our NXT users have access to the settings → tools section and can change form settings. Does anyone know how to remove their access to this? I've tried reaching out to support and fiddling with roles in NXT and security groups in database view until my face was blue,…
Hi Am I correct in thinking that the gift upsell facility can only be added to donation forms created in the front end of RE NXT and not created through Online Express (which is the way we have always previously created donation forms)? Is it better to be using RE front end for the donations forms in general rather than…
We have some foreign currency (USD) pledges from other sources that need to be recorded in RE, with regular payments made. As the FX rate changes, I don't see a way to record an accurate amount of our currency (CAD) for the pledge. My ideas are to either record this as a recurring gift (so final CAD amount isn't relevant…
Hello, What is your Best Practice after adding a spouse as a full constituent. Do you add past giving history or only future gifts?
I have searched and haven't been able to find any information regarding batch reports. In RE-7 we have the option of printing a Batch Commit Control Report. I staple the checks and other batch information to that report and give it to my CFO. She reviews it before posting to the GL. (We're pretty strict about chain of…
We're using the API of RE NXT to send gift information from our system. This error has appeared in gift batches since last week (before that, recurring gift payments were processing successfully): “Charging transactions is only supported for credit card or direct debit payments with a payment transaction ID.” I'm not sure…
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…
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?
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