In database view, I can open a fund and select "View/Gifts". I can enter a specific date range and It will show me the list of gifts to that fund and give me a Total amount and Number of Gifts and I can export that list of gifts to that fund. In RE NXT I can go to funds and locate the specific fund but cannot find where to…
How does CRM know so fast that a record has revenue and cannot be deleted and sends back the message → This constituent has associated revenue and therefore cannot be deleted. I would like to know how and what is being checked so I can also use this check myself in sql code. When I get this message I look in all revenue…
When batching checks, the check date, check number and post date fields are now greyed out. How do I get access to these fields?
Currently in database view we can write one-time checks and "print later". This allows us to write multiple one-time checks and save them to print in a single batch at a later sitting. This is very important for me because at year-end we sometimes have up to 50 one-time checks (when clearing out small lunch account…
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We’ve been experimenting with Azure AI Foundry inside our CRM at Georgia Tech Foundation and recently built out AI-generated summaries at a few different levels: – summaries for individual interactions – roll-up summaries across all interactions – profile-level summaries that evolve over time All of this is integrated…
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