We create pledges in RE which may be payable over next five years in yearly instalments but count the total pledge amount (e.g. $25k) as commit revenue for the current fiscal year. Is it possible that we can automate the credit card processing in BBMS that applies to the existing pledge instead of creating a recurring gift…
Is there a way in NXT to get a list of only Sponsors for an Event? There are a couple of things that I'm after for this, as I'd like to know the detail the constituents who were/are event sponsors, as well as get a summary of those sponsorships levels. While I know I can see some of this information on the Event page in…
Hello and if anyone has seen this recently but the opt out field with the honeycomb of the email analtyics report is functioning (maybe too good). I generally review both summary and details page and the summary like the opt out field in the honey comb have always shown no data. I would review the details page and manually…
I used RE at a different job that ended June 2021. Now I'm back and trying to do a conditional mail merge through Mail. If I click on Merge, it works just fine, but if I click on Send to Word merge wizard so I can tweak the various letters, it just spins and spins and never creates the docs. What am I doing wrong? Is this…
I am getting an error message when I enter primary email address. Has anyone else experienced this issue when setting up merchant services?
Hi all, After some thoughts and insights on the following issues I keep having. When creating lists and wanting to exclude specific fundraisers (let’s say Bruce), this isn’t an option due to the following: * If I select all, this will include the one fundraiser Bruce that I don’t want, but also includes all that don’t have…
Right now the only ways I'm tracking the dates people were Board Members or Staff is through Constituent Code dates or constituent notes. I don't particularly like doing it this way. For one thing I don't want to have to use dates when querying on Constituent Code, especially since that's the sort of thing users might like…
I was today years old when I found out: When you have a donor set up a recurring gift and opt-in to "Complete cover" That additional charge is set to be included in all future gifts; To discontinue that part of the charge, you must go into the recuring gift - select amend - then uncheck the “Include Complete Cover”
Please Help!! My organization recently upgraded our Microsoft license to O365, and since doing so, conditional mail merged are no longer working. All other merges and exports into word or excel are still working. I have tried updating the merge letter files, created a new acknowledgement letter set up… and nothing is…
Is it possible to allow donors to use Donor Cover but have the checkbox default to unchecked in an Online Giving standard form?
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