I’m building an Analysis Dashboard to showcase our Top Donors and am nearly finished. The last piece I need help with is setting a filter to only include gifts of $20,000 and above. Does anyone know if there’s a way to filter by gift amount directly within the dashboard? I’d love any advice or tips you have! Thanks in…
Hello folks. I have a question about the best way to handle a missed installment payment. I had two cards decline on a batch of pledges (all which are paid with an installment schedule) that is processed monthly. We were not able to have these paid by the time the next month came around. I processed this month's batch as…
Hi All, Happy Giving Tuesday! I have received a few calls to inquire about the "extremely high fees" that our donors experienced when making their gift online. I called Blackbaud and was provided this article and an explanation that with Blackbaud Cover the donor is given multiple options to pay various amounts directly to…
We create pledges in RE which may be payable over next five years in yearly instalments but count the total pledge amount (e.g. $25k) as commit revenue for the current fiscal year. Is it possible that we can automate the credit card processing in BBMS that applies to the existing pledge instead of creating a recurring gift…
Is there a way in NXT to get a list of only Sponsors for an Event? There are a couple of things that I'm after for this, as I'd like to know the detail the constituents who were/are event sponsors, as well as get a summary of those sponsorships levels. While I know I can see some of this information on the Event page in…
Hello and if anyone has seen this recently but the opt out field with the honeycomb of the email analtyics report is functioning (maybe too good). I generally review both summary and details page and the summary like the opt out field in the honey comb have always shown no data. I would review the details page and manually…
I used RE at a different job that ended June 2021. Now I'm back and trying to do a conditional mail merge through Mail. If I click on Merge, it works just fine, but if I click on Send to Word merge wizard so I can tweak the various letters, it just spins and spins and never creates the docs. What am I doing wrong? Is this…
I am getting an error message when I enter primary email address. Has anyone else experienced this issue when setting up merchant services?
Hi all, After some thoughts and insights on the following issues I keep having. When creating lists and wanting to exclude specific fundraisers (let’s say Bruce), this isn’t an option due to the following: * If I select all, this will include the one fundraiser Bruce that I don’t want, but also includes all that don’t have…
Right now the only ways I'm tracking the dates people were Board Members or Staff is through Constituent Code dates or constituent notes. I don't particularly like doing it this way. For one thing I don't want to have to use dates when querying on Constituent Code, especially since that's the sort of thing users might like…
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