Hello! I want to generate a query that will help me identify a group on donors who have made a gift in a specific period (I have Batch numbers) and have increased their gift amount from their last gift. What would be the best way to get this result? TIA!
Hi everyone, I'm building an internal app to score records for data hygiene. My process involves sending a POST request to start a query and then polling for the result every 30 seconds. The Issue: Up until last week, this worked fine. Now, the queries are getting stuck. When I run the same query manually in Database View…
Our Stewardship team is wanting a way to track tasks for recognition, such as removal of signage or due dates for various tasks. We had told them to use actions in RE NXT, but they seem reluctant and want a way to see 'the big picture' a month or so at a time. I thought perhaps a calendar could be connected with power…
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We are in a cloud CRM environment. I'm trying to pulling data to a local location with the read-only DB user. Most of the data I can pull fine. However, I can't pull stuff from various stored procedures (USP_DATALIST_JOURNALENTRIES) or functions (UFN_PLEDGE_GETBALANCE, UFN_PLEDGE_GETPASTDUEAMOUNT, …) with the read only…
My workflow is not working! The list: Individuals, first gift yesterday, greater than or equal to 0$, one time, online, direct mail or telemarketing. The flow: Pull from the list, apply to new constituents - yes. Action - task, fundriaiser, specific assignment, selection: Me. New constituents are being added to the list,…
I'm wondering if anyone else is using Ovrtrue. We are working on a data integration with Ovrture and one of the questions I am curious about is how others handled households.
Hello! Leadership has asked us to quantify all donations year-to-date within specific categories and ensure they align with what our Finance team reports for financial aid. One challenge we encounter is timing differences—Development records gifts when they are entered, while Finance recognizes them when the funds are…
Hi all! Our team is looking to see if there is a better way to link family relationships and add emergency contacts within the contact card. While we are a relatively smaller school, I find it hard to believe that larger institutions touch so many parts of each candidate's account multiple times. For example, we have a…
With several list builders on one tab in CRM. They all start running as soon as you click the tab. Is there an option to not run until the user wants it to run. AND as a side question when you click on page 2, it would appear the whole sql starts running again instead of just showing page 2 and takes the same amount of…
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