This week,
Raiser's Edge NXT resumes its frequent updates with a handful of new features and enhancements ranging from attachments and proposals to
Work Center security. A little something for everyone!
Manage a proposal's status. With
Prospect Research Management, you can use proposals to plan and track efforts to build relationships with prospects and secure gift opportunties. From a proposal's record, under
Proposal status, you can now update its status in your solicitation process, quickly see how long it's had the current status, and scroll through its history. (Note that since this feature is new, the proposal's status history initially includes only the current status, which appears as a recent change. For more accurate history, we recommend you edit the previous statuses or the current status date as necessary.) For more information, see
Proposal Status Help.
Apply multiple attachment types (and filter by them). In addition to names and descriptions, types can help identify attachments based on how your organization categorizes them, such as Pictures, Videos, or News clippings. You can now apply multiple types to an attachment as necessary. To quickly find an attachment on a record, you can now also filter them by type, such as to view only Contact reports or News clippings. (Admins can also add new types on the fly when they add or edit attachments. Note that types added in the web interface don't appear in the database view.) For more information, check out the
Attachments Help.
Manage access to tabs in Work Center. To help fundraisers focus on what matters most to them, system admins can now choose which tabs in
Work Center someone can access (based on their security group), such as for those who manage constituent relationships and actions but not gifts. Previously, you could only grant access to
Work Center as a whole. (Currently, everyone with access to
Work Center can view all its tabs by default. To remove a tab for a security group, select
Edit rights under
Fundraising rights on its record in
Control Panel, and choose which tabs its members work with.) For details, see
Fundraising Rights Help.
For more information about these features, or to catch up on previous releases from the past year, check out the
What's New Help or
What's Recent Help.
Enjoy!
