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Raiser's Edge NXT - not recognizing new constituents in gift batches

Lance Seagle

Is anyone else experiencing this when entering gifts in NXT? Typically, NXT recognizes and alerts of new constituents which prompts me to update important info on their record. I've come across a few records recently where the name format fields were blank and then today I noticed that a NEW constituent wasn't recognized at all. Is this a user error or a setting that maybe I need to turn on in NXT?

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Comments

Dan Snyder

@Lance Seagle For new constituents created via webview, there are no defaults to add specific name format fields or primary addressee/salutation upon record creation. Additionally, even if those fields are required in database view those requirements to not carry over to webview.

As for constituents not showing up in batch, I have not experienced that. May need to check with support on that.

Kim Berry

@Lance Seagle I've been going back and forth with support on this since the end of February. If it helps, my Case # is 020006723 and the description I entered when initiating the ticket was “Left menu rolled out to environment yesterday. Today noticing possible bug. In the past, in Gift Management if I clicked on a name it would open the record. Now it just opens main page and I have to search for the record. When clicking on name in gift management, it no longer opens that record. Instead, it just opens main page and I have to search for record by name. Also, *New* flag does not seem to be showing up."

In a follow-up on March 18 I noted “The new flag reappeared, but now it is missing again. Since this ticket is still open I would like an update. Having that flag is vital as it allows gift processors to identify records that need additional information such as adding constituent codes, name formats and addressees and salutations.”

The new flag is appearing for me again but the ticket is still open.

Francisca McGarry

I created a new constituent yesterday, and then created a template and batch in unified view. When searching using RE ID the new constituent could not be found, however when i searched for the new constituent by name, it did find it. This was confusing, as we tend to enter data using the RE ID and not the names of our constituents.

Lee Grisham

Are you searching via the Constituent ID, @Francisca McGarry? Mine looks like this when I do

Francisca McGarry

I was talking about the search field within batch entry. You are showing me the constituent field. If i use the constituent field, it brings up the details, but when searching in batch, the RE ID doesnt work. Neither does searching by surname, first name - as we do in DB - the format in unified view is the other way around, first name, surname - i think that's probably why it doesn't pick the names up in a search by names - in the search field.