Hi Hive Mind, I'm trying to set up a workflow based on Constituent Code start date. >Constituent fills an online TypeRorm. >Power Automate flow adds them into RE with one of 4 constituent codes associated with their form response and todays date as constituent code start date. I now want to set up a list per constituent…
On website pages where we have embedded a Blackbaud form (typically further down on the page), the form initially loads (displays a spinner) and then scrolls the user back to the top of the page after loading. This is an issue on longer pages where a visitor may load the page, scroll down to the form before it has…
I need a detailed and summary report where i can list who is in each donor life cycle category (acquired, retained, recaptured, at risk, lapsing, lapsed). How do others report out on this? I don't see anything in the reports that does this. I know it's available in NXT Reporting / Overview, but the best to my knowledge…
As we move towards the Total Web Solution for RE NXT, has anyone heard anything about the Receipt Stack vs Recept Series? I noted that you can include Receipt Stack via the Gift's ReceiptAdd API, but we don't appear to have access to the Receipt Series via API. Which one are we supposed to use as we move to a world where…
Hello! Is there a way that I can load the Query in Webview to Power BI by using API connector in SKY API? Currently I can load the data of lists in Webview, but I could not see ways to load the queries that I built in Web view.
When we send out a mailing with a reply card, we want to begin recording it on the gift record, whether or not the gift came in with a reply card. How are you recording these things? Attribute? Reference?
Is there anyway to download this information for our most recent emails?
Hi all! I am trying to run a gift detail query simply based on campaign and date range. A pledge that I need to include in this query is not coming up. Is there a way to get the query to include pledges? Thanks in Advance for the help.
Has anyone tried to note and track possible future inheritance for a constituent? For example, we have someone who is expected to come into some wealthy from a family member passing. This makes then a potential source for a future large gift. I am currently thinking of adding this as a note on the account but was wondering…
I typically use Customer Support to affirm that what I want to do can't be done, so instead of hassling them today, I'll see if anyone here has come up with something clever. I want to show - report, dash, query, list, anything! - what Opportunities have more than one assigned Opp solicitor. I cannot figure out how to do…
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