Data Note: Phone numbers in NXT autoformat to an easy to read (XXX) XXX-XXXX for US. That is not necessarily how they appear in the raw data. They could be in any of the below options: (XXX) XXX-XXXX XXX-XXX-XXXX +1 XXX-XXX-XXXX 1XXXXXXXXXX XXXXXXXXXX The differences will cause Duplicate Management not to identify them as…
When I create a new constituent from an online gift, I can't add a solicit code to that person's record at the time of creating it within the gift review, am I missing something somewhere? I can seem to do everything else needed for a new record, but I have to go back into the record after the gift is approved to add a…
Is there a way (NXT) to build an event registration for one event (like Homecoming/Reunion) with multiple event options to pick from. Right now our homecoming events are built as stand alone event, our guests need to register for each event separately. Look for options for easier for user.
My workflow is not working! The list: Individuals, first gift yesterday, greater than or equal to 0$, one time, online, direct mail or telemarketing. The flow: Pull from the list, apply to new constituents - yes. Action - task, fundriaiser, specific assignment, selection: Me. New constituents are being added to the list,…
Are you early in your career and using (or learning to use) nonprofit CRM tools like Blackbaud Raiser’s Edge NXT? We’d love to hear from you. Or if you aren’t early in your career, but have a colleague who is, please forward this post to them! The Blackbaud User Experience Research team is running a research study focused…
I'm trying to figure out receipting in Unified View, and I have discovered that on the gift, even if you have generated a receipt, created a duplicate or replaced the original receipt with a new one, the 'receipt history' section shows 'no receipt history found'. I don't see anyone else in these posts highlighting this…
If you’ve ever thought, “there has to be a better way to do this in RE NXT/WV,” you’re not alone. I’ve compiled 20 RE NXT ideas focused on improving database management, reporting, and everyday efficiency. These address common friction points many of us encounter regularly. The Idea Bank depends on community engagement.…
I am exploring ways to streamline our data collection process for constituents without having to rely on them making a gift through online donation forms, or event registration form signups. Currently, we send a Microsoft Form to medical students before their graduation date so they can provide us with up-to-date info. We…
Hi Everybody! I am looking for some suggestions about the best form creation platforms that work well with Raiser's Edge, and am currently looking at FormAssembly and Jotform. Would love to hear people's experiences with those and other platforms. The native Raiser's Edge form does not allow enough flexibility with the…
Hi I am fairly new to Workflows. I want to create a workflow for recurring donors. 1st email for new recurring donors - Welcome or Thank you 2nd email for anyone who pauses or cancels recurring gifts 3rd email for failed payments Any help or guidance would be greatly appreciated. Thank you!
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