Hi, I am having difficulties exporting a group of constituents with the Last Event attended. Is it possible to do? Thank you in advance.
Hi! Trying to clean up our data little, does anyone have a good method for transferring the giving history of a deceased constituent onto the record of the surviving spouse? Thank you!
Does anyone know what the difference is between gift amount of payments and contribution amount of payments? This is what it looks like when I ran as single statement in webview. Thank you!
We currently have static gift batch queries created for all new batches, but no one (gift processing team) seems to recall why or has had a need to refer back to them. Does anyone have insight into how they might be useful and when? I am trying to decide if I should disable them since they just look like query clutter to…
If a donor enters a $25 monthly recurring gift “in honor/memory” of someone how do you handle the Acknowledgements? * Acknowledge the first gift only * Acknowledge every monthly recurring gift * Something else? Would it make a difference if the donation amount was higher? Lower?
Hi all! Does anyone have examples of how they are using Workflow well in regard to donor touchpoints and stewardship? I'd love to know what's working for others as it's not a function I'm familiar with. Thank you in advance!!
Hi! We'd like to implement a workflow for a handful of processes. One workflow we're interested in setting up is a “qualification workflow” for donors who gave their “greatest” gift of $1k+. The intention is to create a process for our gift officers to reach out through a variety of actions for any donor $1k+ to determine…
Would love to hear from anyone who has utilized data appends with AlumniFinder. We are looking at all their services to decide what might be valuable to us. We do run BB's quarterly NCOA updates but last fall found that addresses are not getting updated like we thought when a return rate was HUGE on a first class mailing.…
We are a university using RENXT, up for renewal, and want to explore what modules and 3rd party apps other NPO’s are using, that we don’t currently use, but may want to add. We currently subscribe to the Complete Package and use EFT’s, Event Module, Tribute Module, Volunteer Module, Just Giving, Online Express and some…
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