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PowerUp Challenge: Second Home Page Task

Crystal Bruce

Please complete task #1 before completing this task.

Now that you've chosen some tiles, on the Raiser’s Edge NXT Home page, let add some quick links. You can do this by selecting the Quick links tab. Do you have favorite pages or tasks in Raiser's Edge NXT? Do you have external websites you use frequently for your role? Quick links enable you to create shortcuts to your favorite pages or resource. Add a favorite link for quick access from the home page and let us know which link(s) you added and why.

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Comments

Elizabeth Johnson

@Crystal Bruce
Also set this up a while ago. Here is what I set up and why:

Putney's Annual Fund
- Love watching our web component climb
Internal Donation Page
- We use this when someone shares their credit card with us. We can do anything they request that we do with the gift - any fund, any recurring options, all the bells and whistles.
Update my contact information form
- I'm forever sharing this link with our fundraisers so they can get updated info from people they are engaging with.
Opt in with my email
- Similar to the one above - this links to our OLX opt in form

At the Strengthen Your Reporting Skills in Blackbaud Raiser’s Edge NXT® Web View session with BBU this week the instructor suggested saving favorite reports in this section. I liked that idea but think I need something more detailed so I think I may start using my browsers bookmarks to store these and although I like the query tile I might do the same thing for that.

Miki Martin

@Crystal Bruce I saved three external links once we received access to the new Home Page. I have a direct link to my Community Inbox to save clicks. I also saved a link to the Total Web Solution to remind myself of the more recent changes to web view and what is not planned on coming. I also added the RENXT Idea Bank to save clicks. I think I might grab Elizabeth's idea of the internal donation form once we have our new one set up since we're migrating all our online donations. Thanks for the idea, @Elizabeth Johnson!

Sara Niemiec

@Crystal Bruce, the only one I could think of that I've been using recently is whitepages. All others are on my bookmarks toolbar of my browser. It's an interesting feature for sure.

Marie Stark

@Crystal Bruce I have added links to some of my favorite standard reports to make it more like the database view homepage.

John Whitmer

@Crystal Bruce I help with database admin & cleanup, so have several address lookup links (US Phonebook, ZIPInfo, USPS ZIP Lookup, FFIEC Lookup by Address, etc). I set up a few of these as quick links. Not sure I'll use them much though - they all are saved to my bookmark bar in Chrome and also are pinned as tabs to the left.

Kris Pearson

@Crystal Bruce I added links for address and phone lookups since I do a lot of data tasks. I'm sure I'll think of others along the way.

Dan Snyder

@Crystal Bruce This is by far my favorite feature of the home page. Right now I have a link to our internal Advancement Services website where we have a lot of our forms, procedures, etc., a link to a Power BI Dashboard that I use for weekly updates, and our FY25 Fundraising Update Google Sheet that is what we use to track our progress towards our fundraising goals broken down by source of cash (ex. Trustees, Major Gifts, Annual Giving, Foundations, and Bequests).

Kim Berry

@Crystal Bruce I added a link to our shared folder on SharePoint as I frequently upload reports and share with others from there. I also like the suggestion that I could put some of my bookmarks (phone/email search, email verification, gender guesser) there and then they would be available regardless of which browser I'm using. I wouldn't have to remember to update in more than one place.

JoAnn Strommen

@Crystal Bruce added link to data search site, double the donation, and bb champions

pages I use and have on bookmark bar but will see if having them here is more convenient.

Karen Zygmunt

@Crystal Bruce I added a quick link to my bank. This is something I have to do daily and it is a good reminder and quick link. love it.

Shreya Sharma

@Crystal Bruce I added quick links to iWave (a portal i use quite frequently) and my team's SharePoint page as i use SharePoint and Raisers edge together to keep my team updated.

Irene Hui

@Crystal Bruce I've added links to MailChimp and Crescendo which will make it easier to work with email addresses and records.

Danielle Lifshitz

@Crystal Bruce
I added the school's giving page website, as its a page I go to often.

Shyamala Magdalene

@Crystal Bruce I added Approve Gifts and Reports to the Home Page as these are used most commonly. Some favorite queries that are used regularly also made it to the Quick links spot.

Sandra Ross

@Crystal Bruce again, great addition to Home Page. I added a link to our Policies & Procedures (google doc) which gives easy access to update procedures as we transition to unified view.

Rachel Graan

@Crystal Bruce Many quick link ideas come to mind while brainstorming this feature. Creating P&Ps that we can link directly to for certain processes may be a task I take on over the coming months. For now, I've linked to our “donation tracking spreadsheet” for gift processing, our master P&P document, and an external site used often for quick donor research!

Erin Nesbihal

@Crystal Bruce I love this feature! I used sites instead of NXT reports, but may change it as I get used to the feature: GiveSmart, PowerSchool, BBMS, & ResearchPoint (I know RP can be found in the menu on the top left of the page, but it is nice to have it all in one place under the Quick Links)

Andrew Jupp

@Crystal Bruce link to FE, BBAM and merchant disbursements PDF and college procedures

Rebecca Page

@Crystal Bruce I added quick links to:

BBMS
Knowledgebase
Accounting software login
Our donation tracker for incoming families
The donation page on our website
Our bank

It will be interesting to see if I prefer to use these links over the pages I have booked marked in my web browser.

Tracey Thompson

@Crystal Bruce I added a Quicklink for our student information system and our website. It has been amazingly useful to have those sites one click away, as I use them often.

Marcia Berry

@Crystal Bruce
Added our webpage a link to our directory. Both will be useful for quick link. Love that Blackbaud university is already a link on the home page.

Julie Rempfer

@Crystal Bruce I created QuickLinks to my Work Center, Constituent Lists, and Dashboards. They are what I use the most and need direct links to!

Laura Vaughan

@Crystal Bruce Very neat feature! I added our webpage.

Ashley Petty

@Crystal Bruce I added links to some of our spreadsheets I use to track expenses and fund disbursements.

Rachel Davey

@Crystal Bruce Blackbaud k-12, iWave and Standard Report Categories, possibly my favourite of the quick links since Reports are now in NXT.

Jessica Stevens

@Crystal Bruce The knowledge base and our staff page - these are links I need and use frequently. The quicker I can get there, the better.

Amanda King

@Crystal Bruce I added a link for our website which i reference frequently

Michelle Genberg

@Crystal Bruce
I chose are Gift Batches and links to 3 records I have to put attachments in often.

Jordyn Kieft

@Crystal Bruce I added links to all of our giving pages on our event website as well as our standard donation form on our website, for easy access to send over with invoices!

Meghan Timmel

@Crystal Bruce I've added links to our team's Sharepoint site, as well as direct links to our query and event request forms (internal to our team). I've also shared a link to our Power BI dashboard app.