Processes Quick Sheet DB view versus Web View

Jim Vaughn
Jim Vaughn
Sixth Anniversary Name Dropper Facilitator 1 Boomerang (2021)
in Blackbaud Financial Edge NXT® General Discussions

Does anyone have a side-by-side list of common tasks done in DB View versus how tasks are done in WebView? I just want to be sure that we are not caught off guard as some interactions will be moved solely over to WebView starting April (now).

Comments

  • Jennifer Iorio
    Jennifer Iorio
    Sixth Anniversary Name Dropper Facilitator 1 December 2023 Challenge: Season of Giving

    @Jim Vaughn

    I am curious as well as I don't find NXT very user friendly with certain tasks I can do in database view.

  • Mary Aquino
    Mary Aquino Blackbaud Employee
    Tenth Anniversary Kudos 5 Name Dropper Participant

    @Jennifer Iorio

    This is NOT a quick sheet - I love that idea, and understand the request for sure. I have another option I want to offer.

    If you are interested in seeing the “new” processes - many of them are now included in a Channel in Blackbaud University Campus - for anyone with a log in (which, if you're using Financial Edge NXT, you have!)

    The eLearning courses are full length courses but have a menu you can use to navigate through them so you can pick and choose which processes you want to view. The courses include practices and quizzes to help you “cement” the knowledge. You can skip those if you are in a rush. ?

    We started with a handful of courses, and will continue adding to this channel in the coming weeks/months. Feel free to message me with questions about the courses or Blackbaud University.

    https://learn.blackbaud.com/learn/dashboard/channel/57

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