We have a committee at school that will be selling lawn signs and pearl bracelet/earring set for seniors that the parents will purchase. I originally used a standard form and found that my additional fields (first name for the sign) did not transfer, nor did the specific items purchased. I was told to try an events form.…
what is the one thing you'd change? I have the rare opportunity to architect the RENXT workflow/coding for prospect id—>qualification—>portfolio assignment. I definitely have my own plan right now, but I wonder what others in this space wish they had implemented earlier. Thanks!
When posting gift batches from dbase view from RE to FE a temporary JE is created in FE that can be viewed and exported allowing for analysis prior to posting to FE. I have not been able to find a similar 'preview' feature for gift batches in RE web view. Sure I can look at the gift batch in RE web view gift posting and…
We made a deposit in cash receipts and the bank returned the check in error ,so they charged out account how do I post that entry?
Does anyone have a workaround for adding Participant Options to events in webview in bulk? If I'm understanding correctly, Participant Options is a webview only field that doesn't map to Participant Attributes in database view. This means that it can't be imported, right? I'm hoping there is some way I can avoid adding all…
Is there an NXT outage right now? No updates on the status page and cannot get through via chat. 504 errors on all NXT pages and giving pages on our organization's website.
A couple months ago, I imported birthdates to our constituent records. It appears, that for some, not all, the spouse record (both constituent and non-constituent) received the birthdate added to their record, as well. I've certainly got a cleanup project ahead of me. But the big things: I'm not sure where I went wrong or…
Our bank has stopped reporting the Checking and Sweep accounts combined and is now producing separate statements for this. How will this impact the implementation of reconciling the bank accounts within BlackBaud and the Bank Register and Feeds? Is it possible to link the two feeds to a single Bank Account in Blackbaud? I…
We have several past employees where process queries were established and we're still utilizing those queries to complete those processes in database view, however, when I try searching based on the "Created by" drop-down over in web view under Analysis, that user is not shown. My guess/hope is that it is because they are…
We invited constituents with a valid email to the donor portal. I would like to do a giving analysis. Is there any way to get a list of the constituents with portal accounts? Thanks
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