Hello All, Happy Monday! My team and I are doing some database cleanup in RE database view with phone and email types and are looking for best ways or practices to go about. Any suggestions?
There is a temporary finance person working on our accounting side of the house in college finance. They are challenging me on the question of where/what to do with returned funds. I am with a community college foundation that solely exists to support our students and college. We are a separate 501©3 entity with separate…
Hey all, Happy Monday! My team works primarily in db view but our fundraisers work primarily in web view. Right now we have some fundraisers who want to be notifed when their prospects donate so an annotation is added to the record. All the annotation pop ups slow us down when we process gifts, so I'm wondering, isn't…
We recently sent out an appeal asking donors to help raise money for three different capital items. We listed the different designations for them to choose from however some of the donor's returned the appeal with none of them marked. If the donor didn't specify which designation they wanted could the non profit direct the…
We just launched our first standard form on our website this week. When designing the form, I created a required custom field option on the form that tells us if the individual donating would like their acknowledgment letter sent via email or USPS. The field works, and it adds the acknowledgment preference to the…
We are in the process of revising our use of Fund Categories and Fund Types. Would anyone be able to share their active table entries for Fund Categories and Types and any documentation you have? We are a Higher Education institution but are also looking to see other's hierarchy and usage of the fields.
We are just going to start using Blacbaud Forms and I was wondering how everyone else adds their default sets to new records since there isn't that option in NXT?
Hi all. Since Blackbaud cannot seem to find a way to properly add a "pledge" option to its NXT web giving forms, the ONLY “automatic” way to fulfill pledges via NXT giving form is to set up an end dated recurring gift. In general this works, BUT if you have a gift pledge record that exists PRIOR to the recurring gift…
Hi! I’m interested in learning how to create a new page in NXT where I can connect all my reports from Power BI. Is there a course available for this, or could you please provide me with the steps to get started? Thank you,
Am I missing something- why is there not a way to pull a list by specific constituent ids?
It looks like you're new here. Sign in or register to get started.