Edit: Thanks to everyone who responded, I've decided to continue the normal recurring gift/recurring gift payment process. We moved our donations to Fundraise Up, so all recurring gifts process automatically. It seems to me that it's extra work to add a new recurring gift, then add the actual transaction (recurring gift…
In webview batch entry if a fund is present before assigning an appeal and I select a recently assigned appeal, it will either change the fund to the default for the appeal or, if that is blank, change it to the default for the campaign associated with the appeal, or, if both are blank, just remove the fund from the field.…
Our organization recently enabled the ability for donors to make tribute gifts on our donation form. I have noticed over the past few weeks that when these tribute gifts show up in my web batches, it is very difficult to see that it is a tribute gift. The only visual clue that there is a tribute attached to the gift is the…
How have other shops stored anticipated ask amounts for an upcoming comprehensive campaign on their assigned prospects? We are hoping to develop a prospect pyramid, anticipated pyramid and an actual pyramid as a way to help evaluate ahead of time roughly where we will be % to goal. Curious if others have done this and the…
We are just starting out with Omatic. Something we do often is address updates. We have had some training done and it seems that you can import the new address and have it ticked ‘preferred’ and ‘send mail to this address’ but the old address stays ticked ‘send mail to this address’ and it doesn't add the ‘valid date to'.…
Hello! We've crunched the numbers as a whole and have seen that Online Giving donation forms have higher conversion rates and average gift amounts than other donation forms. Now we'd like to hear from you! We're looking for some customer quotes, statistics or stories to share in the upcoming Product Update Briefings and…
I am wondering how we can edit out auto-receipting to send Tax receipts for donations ONLY if they are above the $20 threshold. I am in desktop view and I can't find that setting. Thanks
Hi all, I'm new to Raiser's Edge. I want to figure out how to determine the total dollars raised in a particular giving range during a particular year. Such as “We received XX dollars from those in giving range $500-999 in FY 2022-2023.” Any suggestions on how to run this? Thanks!
I think this may be an Ideas Bank topic but wanted to see if anyone has any suggestions. I am trying to develop an internal data health check process on duplicate records. While I can report on who created the duplicate record by exporting the merged records and include the “date added" and “added by” in the query to…
We recently migrated to RENXT and are currently cleaning up our data to ensure it is set up in a way we can pull reports/lists/etc. For Organizations, the contact information of our relationships is in the Org's contact info tile. We want to remove emails/phone numbers and only keep the address - all of our relationships…
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