Hello! I am in the process of cleaning up our query tab, and part of that process has been identifying and removing old queries that are no longer being used. I've come across 2 queries that I cannot remove, due to them being “used as a source for a Pivot Table report and cannot be deleted.” However, under our reports tab,…
I noticed that the Written Off Report displayed fund description, not fund ID on my report. In database view, it displays fund ID. I found documentation that states that reports in web view will not support user options relating to how the record name is displayed (Fund ID vs Fund Desc). If this is not supported, the…
Currently using Importomatic but high price is causing us to explore other options like Importacular. Importacular's functionality seems similar. Our main imports are new grads, gifts (Batch). Anyone have any concerns with Importacular they would like to share?
I'm trying to analyze gift data using SQL. I can't find how Raiser's Edge relates the GIFT table to the FUND table. There isn't a FUND_ID field in the GIFT table, nor a join table, such as GIFT_FUND. I'd think I should be able to run a very simple query such as SELECT [fields] from GIFT g JOIN FUND f ON g.FUND_ID = f.ID or…
Hello, I've been working in RENXT for 3.5 years now with the nonprofit I am employed at. I'm considering attending bbcon this fall for the first time. Before I purchase the tickets I wanted to get opinions on the best takeaways and/or recommendations for this. Its obviously a huge investment. Not only for the pass to…
Our organization has not collected birthdays. We are thinking about how to segment our fundraising efforts to target different demographics with different efforts. Has anyone ever heard of a service that can find and append birthdates to records? I'm thinking of something along the lines of emailfinder but for dates. Do…
Is there any way to EXCLUDE certain constituents (by Constituent Code or some other criteria) in the Work Center overview page? Our fundraiser portfolios include normal constituents to be tracked, but also some “special” constituents who are treated differently and whose numbers shouldn't be counted toward a fundraiser's…
We currently have 4 schools utilizing the same RENXT system, because we are one organization. Is there a way to separate/clean up/organize constituents so each school can appropriately find their constituents or have them in one place to make it easier to pull reports? Is constituent code the best way? Any help is…
Hi, I signed up for this but didn't get a chance to see it “live”, so I just watched the replay. Intent of this post is to help those that may be thinking the same question as I have previously got asked before.. do i need paranthesis? I thought it would be best if the session actually went into a query that NEED to use…
I'm sure this feature is still in progress, but does anyone currently have the capability to include inactive record types in web view query? For instance, I was trying to build a list of individuals who had certain assigned appeals on their records. All of the appeals were marked inactive in the system; therefore, I had…
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