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…
I have a gift query I created in database view that we use to check for gifts that need to be linked to Opportunities. I'm the database admin and have full rights to everything and I created the query. When I open the query in database view it shows 182 entries. When I open it in webview it shows 0. I have tried…
I need to see the constituent ID when searching for a record. We are four regions using the same database. We need the ID to determine the correct record. I have been asking this question for a while with no response. We cannot use NXT without this feature. Please advise and thank you.
I am handling a project for a foundation as an industrial placement student, currently I am assessing the current of the data entry and management process, Please I will need some help to better understand how blackbaud RE can help to simplify this, especially in the area of document uploads and task division. And also I…
We are processing gifts in one batch with multiple dates of receiving contributions. It's required that the date we receive the gift be included in our letter. Where do you record this date? Am currently using Reference date, but that requires more entry. Thoughts?
Newbie RE user here!! How are schools storing documents/materials on Fund Records in RE? Is there a way to turn on a the media tab for this dataset that I'm not aware of? Any guidance on how gift agreements are stored on the fund would be much appreciated!
I am trying to find a way to get a list of first-time donors to a specific set of funds as of January 31, 2025. They may have given to other funds, but that isn't relevant to this list - those gifts should not be considered. I have tried every way I can think of to get this, and I always get constituents I don't want. Has…
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