How to view Funds in NXT?

how can you find a fund quickly in re nxt? we are still having to go into database view or click through a constituent > gift record to then find a fund.

Comments

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 bbcon 2025 Attendee Badge

    @Andrew Jupp
    RE NXT does not give you a quick and easy way to go to a fund record on webview.

    Currently, I created a custom SKY add-in that allows me to search for fund and result will be clickable to go to the fund page.

    if you know the fund system id directly, you can open a fund page by going:
    https://host.nxt.blackbaud.com/cfa/funds/####
    where #### is the fund system id

  • @Andrew Jupp
    I created a dashboard in NXT that lists all of my funds with Fund short description, Description, Amount Committed and Amount Received. I sort it by short description and click on the name of the fund to open the fund record in webview.

  • Christine Robertson
    Christine Robertson Community All-Star
    Kudos 5 Name Dropper Participant First Anniversary

    @Andrew Jupp I'm not sure I totally understand what exactly you're trying to find with regards to the fund. Do you want to see the total raised for the fund, how the fund is set up, gifts linked to the fund, etc.?