Hi, I signed up for this but didn't get a chance to see it “live”, so I just watched the replay. Intent of this post is to help those that may be thinking the same question as I have previously got asked before.. do i need paranthesis? I thought it would be best if the session actually went into a query that NEED to use…
I'm sure this feature is still in progress, but does anyone currently have the capability to include inactive record types in web view query? For instance, I was trying to build a list of individuals who had certain assigned appeals on their records. All of the appeals were marked inactive in the system; therefore, I had…
I'm new to RE after using a custom Advance CMR for years. I'm currently enrolled in what feels like all the BB training but I need help creating an all-inclusive major & leadership donor and prospect list from the past 15 years that's time sensitive. Would someone be able to help me figure out how to arrange the fields,…
We have been recording volunteer information in the volunteer tab of RE7 for years, and we are mainly recording; * the department that was volunteered for * the volunteer category * volunteer task * volunteer type * start / end dates. Outside of that we are not really recording much further detail, which we are keen to…
I am looking to integrate with Raisers edge NXT and wanted to see if there is any way that I can get to know which form was used for a Gift record. I am not able to find any form id or anything in the Gift record that I am fetching from Get Gifts API
Hello to all. I'm new to RE, and wondering about the Prospect Insights piece; does anyone know where the Insights database gets it's information, beyond what is in my list of constituents? Is it comparing to all philanthropic activity for the donor, including other organizations?
When running a report do the Cash and Pay-cash, and pledges gets counted twice
We have an annual meeting that we solicit sponsorships for. I'd like to pull the sponsors from FY23 & FY24 into a list but also assign solicitors to those sponsors for this year's meeting (may be different than assigned solicitor to the constituent in RE). I have created a merged query for the previous two year's sponsors,…
Is anyone having problems editing a GL query in web view? I keep getting the “that's odd” screen.
Hi We've just got BBMS and the transaction lists are poor. Our finance team have no idea how to code donations. We want to generate a query with a) gifts in this week b) gifts added to RE that came via BBMS. I know that each gift generates a Transaction ID on BBMS, as I can see it within the gift on NXT. But I can't find…
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