I'm entering events as classes in database view and want my colleagues to be able to view the entered information in NXT. However, the start date never transfers over. Below is an example of a class that I entered with a start date as 2/4/25 in database view: And here is the same event in NXT, where you can see the start…
I would like to get the tax claim amount for each gift in my RE NXT in SQL. Am I right to join the gift table and giftsplit table to get the correct tax claim? Many Thanks
I attended the town hall (was it last week?) but cannot remember where we are supposed to leave feedback on query in web view. But this is a feedback and also a community question: is there a way to set up favorite fields when doing the query (such as gift date for gift queries, con ID for const queries, etc.). I tried…
Hi Alex, In database view there is a prompt to ask if you want to create a new action when you mark an action as complete (user options setting). Is there such a thing in NXT or a way to accomplish this?
I am looking for best tips to engage alumni. What have you done to get alumni to do the initial log in for whichever system you are using? At this time we are not looking into a new system but tips to get that first point of engagement. Thank you in advance!
Hi there, Does anybody know of a way of bulk merging banks on Raiser's Edge? I'm aware of how to do so manually using the Financial Institution Clean-up function but our database has over 12,000 duplicate banks which I'm keen to merge into a master record as per their sort codes. Ideally, if any of you are able to provide…
We have an Event Registration form for a free event. If someone registers that is not already in our database as a donor, RE creates a record but it does not populate the addressee/salutation fields that typically are required fields. Am I missing something in the registration form configuration setup?
In Fundraising > Gift Management, is there way to receive an automated email notification if there are gifts waiting to be processed? When people donate via our website donation form, we get alerted so those are fine. It's these automated EFTs and recurring gifts that show up unannounced in Gift Management that we…
Hi - I’m looking for guidance on how to view installment/payment details in WebView. In a specific case, an organization (let's call it 'A') made a pledge, but the payment was made by its sister company ('B'). Is there a way to easily check from the constituent record of ‘A’ whether the pledge has been paid through Giving…
We've been trying to come up with a solution to this question internally and searching through the knowledgebase for the last couple years without any success. Hopefully one of you has figured something out! Our constituents include many people with multiple homes (sometimes 4 or more). When our development staff travel to…
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