Is there a way to disabled automatic Fundraiser Gift Credits for a particular Fundraiser Type, or even just for a given donor?
It would be helpful to be able to open a constituent record from a RENXT batch. Sometimes it's helpful to check the donors previous giving to determine what GL# the current gift should be applied to or see what affiliation the donor has with our organization.
I have a user that created a large batch from an event. The wrong GL# was used and I was looking for an easy way to update the fund without having to do so in each gift record. Any suggestions?
how to record a DAF contribution
Hi. I've been tasked with looking into NXT Email Marketing since it's part of our subscription. I've gone back through most of the older posts and just want to make sure I'm not missing anything. * Are we still unable to send to Org contacts within the Org records? I think I saw somewhere that that was an issue. * Looks…
How do I delete a gift that I added directly to the donor record? I was able to zero out the amount but I want to delete it completely. When I entered the gift it didn't take me to enter the credit card information but it recorded on the donor record. Thank you.
Not sure if I missed something or flow placement - this is what I have, but the Variable doesn't appear as an output option:
We are in the process of hiring for a new position focused on analytics, reporting, dashboards, and automation. We want someone who will come in and help us implement Power BI and Power Automate, which we haven't used. This is an Associate Director position for a small University and our applicants don't necessarily have…
Hello, Everyone. Is there a way to edit an already active workflow? Seems strange to create a new workflow if you just want to add a new fund id. Is there a work around (ie. Selecting an existing list instead of criteria)? Thank you.
Has anyone developed a clever way to send an automated communication to individual fundraisers when they have an action assigned to them that is almost due or past due? I'm new to RE and trying to come up with a way to remind fundraisers through their inbox when they aren't navigating to the action dashboard. Thoughts?…
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