Is there any way to pull installment balance using query in RE? I don't believe there is but I wanted to check with the community. For this project I am unable to use reports/exports since it involves Power Automate, and I need to pass query results to a csv file. Would be happy to hear opinions from others on this! Thanks!
Good morning everyone! I have been encountering a mildly inconvenient issue with trying to export any files from database view to my local downloads folder. This is the error message I get: It only happens with the downloads folder, I can export files to every other folder without issue. My IT department and I worked…
Is anyone else experiencing this? We noticed yesterday that the Campaign and Appeal fields are no longer showing up on our gift batches. We're hoping to trouble shoot this before we get our big recurring gift batches at the end of the month! I checked our settings and they look ok. Here's a screenshot if that helps…
they rolled out the new web view menu and I cannot find where they put security/area to add new users. I see settings/control panel but I do not see security under there. Anyone know where they put this?
We have been live with NXT for about a year. One of the first things we noticed is that some of our media attachments are missing. As time allows, we try to understand what's missing and why. Our dbm ran the script for media files stored in Classic to bubble up to web view, yet the mystery remains. Most recently test…
Hello, Is there a way to ask Online Express to start later than what is automatically suggested for the first date? For example if the donor wants the first donation to be taken on 4/15, can we set that up in the back-end? Thanks in advance!
Our team recently moved from RE7 to RE NXT. We were previously using Papersave for all of our backup documentation. Current state, we save the back up to Sharepoint and then upload the documentation directly to the Gift record in RE NXT webview. This process has been clunky and inefficient for our team. I am curious if any…
Hello Everyone, I'm transferring our monthly donors in house and I think I need to add their bank account information under financial institutions in config menu. I'm struggling to understand if I need to create new entries for each branch of a bank. I go to a constituent record and attempt to add a new bank/financial…
I have a number of donors who send in monthly or semi-monthly gifts via check. Most of these have been entered in RE as one-time cash gifts. This practice doesn't cause much in the way of problems, but I would prefer to have these checks coded as payments towards recurring gifts. My question is: is there any way to apply…
In the leadup to the rollout of RE NXT receipting in Web view, I recall hearing a few times in product update sessions that a key different between Series and Stacks is that each Series should use a unique numbering system (ex different starting numbers), unlike Stacks where we can (and do) reuse numbers between separate…
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