Our team recently moved from RE7 to RE NXT. We were previously using Papersave for all of our backup documentation. Current state, we save the back up to Sharepoint and then upload the documentation directly to the Gift record in RE NXT webview. This process has been clunky and inefficient for our team. I am curious if any…
Hello Everyone, I'm transferring our monthly donors in house and I think I need to add their bank account information under financial institutions in config menu. I'm struggling to understand if I need to create new entries for each branch of a bank. I go to a constituent record and attempt to add a new bank/financial…
I have a number of donors who send in monthly or semi-monthly gifts via check. Most of these have been entered in RE as one-time cash gifts. This practice doesn't cause much in the way of problems, but I would prefer to have these checks coded as payments towards recurring gifts. My question is: is there any way to apply…
In the leadup to the rollout of RE NXT receipting in Web view, I recall hearing a few times in product update sessions that a key different between Series and Stacks is that each Series should use a unique numbering system (ex different starting numbers), unlike Stacks where we can (and do) reuse numbers between separate…
Now that Query is available for all users under Analysis in RE NXT webview, I'm realizing that a large number of ours have the Options marked allowing “Others can modify”. How are other orgs handling this? Is the only option to go into each individual query and uncheck this? I'm not seeing a global change option for all…
We have noticed the changes that BB suggest we undertake in light of Microsoft improving security. Have any of you written to BB? Our Cybersecurity and Infrastructure team are not willing to circumvent Microsoft’s actions to improve security (specifically, disabling Outlook add-ins that utilize legacy authentication…
Hello all! I am updating our Email Gift Receipt Template and I can't figure out how to remove the spacing between the name and title in the signature. Currently it looks like this: Name Title I want to close the gap between the lines. Any ideas? This more of an aesthetic issue than a functional one. Thanks in advance!
I was wondering if anyone could share the best practices for data purging in your database. What is the process, what components/criteria are included in the purge, and how often is it performed to maintain an active list of prospects and donors, ensuring data efficiency and success?
Does anyone have a formal NXT rollout project plan they are willing to share? I'm curious to know if anyone has scoped out an “implementation” type plan that would help this newbie RE user be thoughtful around testing, training, etc. as we head toward December 2025!
Has anyone been able to successfully merge queries in NXT. Every time I attempt, I receive a "That's Odd" message. I was not sure if it is me or if the feature is not yet working properly. I was able to merge the queries in database view.
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