Hi, We created a list of gifts that have not been receipted. When we choose this list for Gift Receipting, not all of the gifts appear. Only about ⅓ of the gifts appear. Does anyone know what may be the reason for this?
Hi, it doesn't seem like fields like address can be made to be required for Online Giving donation forms. Did I miss something? Phone number and address should be required so we have that info on new donors! ?
In the database view, I want to add a campaign to gifts that have already been processed. Some gifts will let me edit and some are shaded and will not let me edit.
Is anyone else experiencing this when entering gifts in NXT? Typically, NXT recognizes and alerts of new constituents which prompts me to update important info on their record. I've come across a few records recently where the name format fields were blank and then today I noticed that a NEW constituent wasn't recognized…
Hello all - I have a lot of experience importing in RE, but havent done it in a few years. I just started at a new org and I am attempting to import some prospect ratings in the validate mode. Here is the issue im coming across - when I attempt to bring the file in WITHOUT the importID, it tells me i am required to have…
Hi folks. Is it possible to create a duplicate of a gift record with all the attributes, soft credits, notes, etc from the original, except of course for the Gift ID which would be different…..but without having to manually re-type everything? Thank you.
In DV, has anyone used reports for memberships? I'm confused on the data it is displaying. I want to use the Membership Reports - Month/Year Statistical Analysis to see memberships for March, what we started with and where we ended. If I run this. I see we started with 527 and ended with 531. Great. However, if I run…
How are split gifts coded in the system? Do you all receipt gifts separately or combine as one? If so, how is this managed within the system to alleviate multiple receipts being sent?
Is anyone else having a problem removing a date from the NXT query search? The query works just fine to bring up the query I'm looking for but when I try to remove the date, I get a “That's odd” message and I can't remove it. I've logged out, restarted my computer, cleared the cookies and browsing history, and logged in in…
I have a Canadian donor that would like to set up recurring donations using her Canadian Credit Card…Is that possible in either RE or RENXT?
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