What's New In Raiser's Edge NXT The Week Of July 26
This week, Raiser's Edge NXT updates with enhancements to help enable positive constituent relationships and ease wealth analysis with custom ratings!
View a constituent's communication preferences. To help maintain positive relationships with constituents, you can now view specific rules of contact — such as to not call after 9:00 p.m. or on weekends — under Communication preferences on their records. (In the database view, these rules appear as solicit codes.) For more information, see the Constituent Records Help.
View custom ratings in constituent lists. With custom ratings, your organization can track wealth information about your constituents, gathered from your own research or other sources like ResearchPoint, Marts & Lundy, or econometrics. To view this wealth information in constituent lists, you can now include custom ratings as columns. Simply select Choose columns, select a category of Rating, and choose which ratings to include. For each custom rating, you can view its latest information, date, and source. (In the future, you'll also be able to filter constituent lists by custom ratings.) For more information, check out the Ratings Help.
For more information about these features, or to catch up on previous releases, check out the What's New Help or What's Recent Help. Enjoy!
View a constituent's communication preferences. To help maintain positive relationships with constituents, you can now view specific rules of contact — such as to not call after 9:00 p.m. or on weekends — under Communication preferences on their records. (In the database view, these rules appear as solicit codes.) For more information, see the Constituent Records Help.View custom ratings in constituent lists. With custom ratings, your organization can track wealth information about your constituents, gathered from your own research or other sources like ResearchPoint, Marts & Lundy, or econometrics. To view this wealth information in constituent lists, you can now include custom ratings as columns. Simply select Choose columns, select a category of Rating, and choose which ratings to include. For each custom rating, you can view its latest information, date, and source. (In the future, you'll also be able to filter constituent lists by custom ratings.) For more information, check out the Ratings Help.
For more information about these features, or to catch up on previous releases, check out the What's New Help or What's Recent Help. Enjoy!
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