Hello, is there a way to add the last 4 digits of the account number they used to the thank you email so when we are approving the upload in the bank, we can verify the banking information? There are cases where they have a bank account on file but then use a different one for a particular deposit. We want to be sure the…
Hi all, we're developing individual constituent records that host a prospect portfolio for our major gift officers to pull prospects from into their portfolios. Does anyone have experience with this from the past in how they have named those records and tips or tricks for managing it?
I am not finding where the Appeals are located in the webview. I see the Funds section but not the Appeals. Where are they located?
Hello, Everyone. I created a dashboard with the following dashboard/page filters: Date Range, Campaign Description. I have an two pairs of insights (Gift Amount Committed and Donors). I would love to have one pair to reflect overall giving, while the other pair would reflect last year's figures. For some reason, I can't…
Hi all, we are currently using NetCommunity for emails and sending newsletters and wanted to know what others are using. We do not have the budget for another add on so thinking NXT is our best option? Thoughts? Thanks much
Hi! I was wondering if there's an easy way to see a constituent's gift total by funds in NXT? The gift summary is available in database view directly from a constituent's file, but I can't find a similar option for NXT.
Hi all, (Not sure if this is the right category to post this, but it is related to integration between RE and FE) We have a known issue and solution to prevent it from occurring. However, we are seeking alternative resolutions on how to “reverse” it when it does occasionally happen. Issue: We've occasionally had a batch of…
Working as a DBA in Advancement office of k-12 school. We have recently switched to BBMS for online donations. Currently we have a default donations form setup with the embedded link on our site, so all general donations made using that link, associate back to our overarching “Annual Fund" Campaign. Because I am new to…
Hi- does anyone have any insight into why my club type records will not merge? This is for membership and the constituents were set up as orgs. When they renewed dues they could not be found in the system to match up so I just accepted them as new bird clubs thinking that I could just merge them later and not lose any of…
When we share lists in NXT with other team members who do not have query rights, we have two scenarios that seem to be happening. 1) If the list was created in NXT, we can share the link with others and they can open it and see the information just fine. 2) If we share a list that was made from a query with others on our…
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