I’m looking for insight from users of Omatic’s ImportOmatic and their newer Database Assistant tool. Looking for feedback on ease of use, ease of implementation, Omatic’s support, etc. as we are considering purchasing these tools. I have seen similar posts on this forum but most are a few years old so am looking for more…
Hi there. I'm wondering if someone could help me with query directions to pull a query of loyal donors (consecutive giving of 2 or more years) including and up to 2025. Thank you.
Hi there. I'm wondering if someone can help me out with query directions for creating a query for loyal donors who have given consecutively for 2 or more years (at least 1 gift per year) including a gift in 2025. Thank you.
Hello, Our organization has a 5K/Walk that we host every year, along with a raffle. The registration for the 5K/Walk is handled through a different website and not by a Raiser's Edge event form. However, the committee is wanting to use Raiser's Edge to collect the sales of the raffle tickets. I'm not sure if this is a good…
My university is transitioning from SAP to Workday in July. Would anyone with experience in the Raiser's Edge/Workday integration be willing to share how they successfully implemented Workday, as well as any hurdles they encountered? Any information is EXTREMELY appreciated!
Hello There I wanted to reach out to see how others are recording payroll giving income in Raiser’s Edge. Currently, we use gift codes to identify payroll gifts. They are recorded as Gift Type: Cash, even though they are effectively regular donations. The reason we don’t set them up as Recurring Gifts is that we don’t…
On our donation forms, donors have the option to select gift aid either for all future donations or for just that one gift. If they choose the latter, we add an end date to the declaration which is after the gift date, so that the gift will still be eligible. This has always worked in database view, however, I have just…
I'm working on some conversion rates in Power BI; one I recently completed was the close rate, which we define as the number of actions (with a type indicating a qualified prospect) divided by the number of funded opportunities. We realized early on that because a constituent can have any amount of both actions and…
Hi BB fam! Our organization is transitioning away from Gravyty’s Raise and Gratavid tools. For those who may not be familiar with Raise, it’s an AI‑driven fundraising assistant that helps organize fundraiser portfolios, surface under‑engaged donors, and support segmentation for cultivation and stewardship. Now that we are…
We're in the beginnings stages of transitioning over to RE NXT after solely using Database for any sort of donor data. In the Database view, we can go to Config > Letters > and edit and add letter template names, is this a thing in NXT? Majority of our acknowledgement letters are hardcopy, as that is what works best for…
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