Our organization is very interested in using the Progress to Goal report in RE. However, the value of the report appears to be diminished as we have many split gifts and the split gifts do not show up in the report. Has anyone noticed this? Are we missing a step?
Hi all, One of our team members recently was having issues with query results. I checked their criteria and found it was correct and that only the results appeared to be cutoff. After checking the saved query on my machine, I found that it I could see the full results list without issue. I tried taking the other user out…
Hi, when getting gifts via API is it possible to get everything even the givings that are not flagged as gifts? when summing all the gifts retrieved via API the amount doesn't match the lifetime giving's.
Hi everyone, We have an event for Homecoming where registrants can register for multiple homecoming events on 1 form. 2 are paid and the are free. Sometimes the money is all posted on one sub event when they were paying for 2 or 1 registrant is not included. It's just all very clunky, yet we don't want to make them…
Our finance office is moving to WorkDay Financial and we are in the process of figuring out how we are going to post or sync gifts with the new system. One of the products that we are considering is PostOmatic but we were wondering what other solutions there might be out there. We are also looking to identify other…
Hi all! Turning to this channel in hopes you will be able to help out. We utilize the Mail function in RE Database view to pull donor acknowledgement letters weekly. We then merge the .csv file to a specific word document for our personalized letters. We have different pulls set up based on letter type: cash, checks, other…
Right now, if I use the Select Constituent Criteria option, the only condition available is Constituent gives a gift. Do you happen to know if there are other conditions available that I don't have access to, or if additional conditions will be added at a later date? It would be great to create workflows based on birth…
Hi All, One of our giving officers has asked me for supervisor rights in database view so she can add her name as a fundraiser to donors records. She has supervisor rights in webview, but not database view. Which brings me to this question. Do you give supervisor rights to everyone in your advancement office? If not, how…
Hello all, Is anyone using 'Donor' as the constituent code? If yes, how is the code useful when generating queries/reports? As part of data clean up, my organization is considering removing the Donor code from our constituents and sticking with the coding we identified under the Primary Constituent listing (see the…
Hi Friends, We (Eden Theological Seminary) are relatively new to RENXT and want to prepare giving statements to mail. The stock PDF report will be confusing for our donors-we haven't been using receipts consistently, etc. Anyone know if we can customize (remove the contribution amount, receipt amount, and date columns)…
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