My manager wants to personally call each donor who gave over $1,000 in a month. Is there a way to schedule a report for my manager that arrives on the first of each month listing all $1K and up donors from the previous month? It's easy to create the query or list, but I'm not sure how to automate sending the report on the…
Hi everyone, I’m looking for advice on streamlining our gift posting process. Currently, I’m manually updating each gift record by cross-referencing the BBMS Disbursement Transaction Report. It’s incredibly time-consuming to do this gift-by-gift. Does anyone have a workflow or tool to automate the posting of these gifts to…
Hi A user has asked if Custom Fields can be sorted newest to oldest, as currently the newest added get buried at the bottom of the list.. This could be done in database view, but in NXT it's just A-Z or vice versa. Can anyone suggest a way to do this, as users are beginning to suggest renaming their custom fields AAAAAAA…
Is there a way to give a user access to view existing dashboards created by others but not grant access to dashboard builder? I know in dashboard properties, I can restrict another user from making changes to existing. Due to how granular correctly reporting gift data can be there are some users we do not want to try to…
Have questions about the future of RE and the unified view you want to ask the Blackbaud RE Product Managers? After the May 5th and 7th PUBs, LMK what those questions are and then join my colleague LJ and me on May 8 to hear the answers. Register here for the 8th: https://blackbaud.registration.goldcast.io/.../fec95d34...…
Hi, I am working to create best practices and policies for my organization. We currently have many solicitors who are no longer working for the organization assigned to constituents and we are looking to create a clean way to pull give/get reports for Board members. Two questions: How do you determine who is a solicitor…
Good day, I am taking my first BB university classe on PA and on make.powerautomate.com I see five BB connections and none of them to RE NXT (see below). How can I fix this? Thank you.
I’m currently working on extending Raiser's Edge NXT beyond traditional fundraising and donor management to improve member engagement. The goal is to provide members with a mobile-accessible solution for event check-ins, benefits access, and identity verification. However, I’m running into a few challenges: Syncing member…
I have been using this tool to reduce our number of potential duplicates by merging or marking them as not duplicates, but I have an issue with three records. These three are marked as potential dupes, but the tool doesn't give me the option to either merge them or mark as not duplicates, it is just blank: I used the…
I'm very excited that fund relationships are now visible in web view! This was the largest hurdle holding up our staff from adopting web view as it is something our org uses substantially. The one thing I wish is that the Reciprocal value be visible on the Fund Relationship tile on the Constituent record as that is very…
It looks like you're new here. Sign in or register to get started.