If you are still batching gifts in DBV, what steps are you taking to prepare for the transition? I am at a loss as to where to start, especially since some features we need aren't yet ready in UV (like Batch Control Report). The only preparation we have made is to start using an NXT form for pledges, and for credit card…
Today (Jan 13), we can't assign canvassers to accounts - the 'save' button simply refuses to click. This was brought to my attention by a fundraiser, but I (admin) can't either. Are we missing something or is NXT having a moment?
is anyone having trouble adding actions in RE? Web view gives us 'an unexpected error occurred' and a screen shot from the error I'm getting in DB view is below.
We had an online direct debit gift that was supposed to be applied to the constituents pledge. It did not get applied to the pledge and its been posted. I do not see anyway to correct this. I have tried contacting chat with no success. Help! Does anyone have a solution to this?
Hi All, would really appreciate suggestions/feedback on this topic. When constituents opt-out of email communications, it's tracked under the Email Consents section under the Bio 1 tab. When there's a request to opt-in, we send the UnBlockMe email. How can we confirm the constituent actually clicked through to complete…
My organization has a large number of Volunteer Time Sheets that need to be deleted. Without the option to globally delete these records, I attempted to use Import to move the time sheets to a test record that could then be deleted, but unfortunately the import didn't allow the records to be moved to a different…
We have a few instances where a donor has given us a lump sum which we have put in a "John Smith Donor Directed Fund" (DDF). As projects/needs arise, the donor will tell us to transfer $XXX from their DDF to a specific fund. We are struggling with how to track these funds without a lot of manual records and to prevent…
I occasionally keep on getting this error while trying to run query in RE NXT. However when I ran the same query in database view it seem to be fine. Can some please help to understand the issue here. This is the message The provided query field Name (ID: 597) in select_fields[0].query_field_id cannot be used with the…
Hello, I am trying to build a custom insight to add to my dashboard to capture new donors this fiscal year. Is this possible? Can you share any tips or tricks for the best way to easily gather this data? Thanks!
Hello, I am having an issue with Raiser Edge NXT when making a gift POST through the API for a pledge payment installment when the gift amount is greater than the installment amount. Also, there is a similar issue when a person gives more than what they pledge, there is an error that the amount is greater than the pledge.…
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