So, it's Giving Tuesday, and it's the first time I'm coming around to it, and we recently transitioned to NXT, so stuff done last year can be done differently. What we're doing is a ‘Christmas Wish List’ where a department has asked to raise funds for specifically 3 different things. In the past they select which of the 3…
We set up a new fund. After several months the fund advisors decided not to use the fund. One of our donors had set up a future recurring gift to that fund. How do I cancel that gift so it does not process and pay out? Thanks.
I would like to create a query to ensure the correct constituent is designated as the head of household. How can I go about setting this up?
We recently ran Give/Get Reports for our Board for the first time in many years. As is typical, they told us we were “missing” gifts. Pretty much every single “missing” gift was made without mentioning who solicited the gift many online through our giving page. My VP remembers a time when the donor was able to specify who…
Hello! My team is really interested in joining the beta testing for the new query features in Raiser's Edge and Financial Edge NXT. We’d love to get in on this so we can try out the new features early and provide some helpful feedback. We’re already part of the community and familiar with the platform, but we’re not sure…
Hello. We have a donor who has changed their mind and now wants to give through their company. The opportunity contains information that we would like to retain. Does anyone know if it’s possible to change the constituent of an opportunity? Thank you.
We would like to use RENXT as if it's our main newsletter, but it doesn't look like it's fit for purpose. How do people subscribe if they are not automatically updated on the system? How do they update their preferences if there isn't anywhere where they can say? Are solicit codes the way to do it? Anyone else is using it…
We have been using Solicitor relationships for things other than a true ‘Fundraiser.’ Since we are moving to NXT soon, we are looking for best practices in converting these solicitor relationships to individual relationships. My initial thought is - export those relationships and re-import as individual relationships, but…
Hi community! My organization does not write off certain pledges, but instead terminates the pledges to indicate that they are not going to be fulfilled. However, this means that RE NXT still applies the “Overdue Pledge" tag to that constituent. According to a KB article the tags can be “dismissed," but I'm not seeing that…
We have had some of our existing constituents cleaned to reveal those who have incorrect mailing addresses. How do I transfer these 700 constituent ID's from an Excel list to RE NXT to enable me to then mass delete all their address information? I've looked at various imports and queries and done some online searching and…
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