A Day In The Life Of An NXT Admin: Part 1

Mallory Gilbert

As an Administrator, you receive numerous requests each day, and all of those requests can likely be boiled down into three somewhat overlapping categories;  Am I right?  Things your users need help with, rights and access and things you have to set up.  Raiser's Edge NXT may be just as new to you as it is to others on your team, so you may not even know where to start on some of those requests.  Am I right again?  Read on, and let me see if I can help.  And don't worry, I won't tell anyone I told you.


Let's first look at the "Things your users need help understanding" category.  Raiser's Edge NXT web view is still very much under development, and while we are adding new functionality to the web view on literally a weekly basis, your end users may still be unsure about where they should be doing the bulk of their work.  We can start there.  Raiser's Edge NXT is comprised of two "views" - the web view and the database diew.  The web view is going to be a great place for:

• Fundraisers to manage their day-to-day priorities and actions (Work Center)
• Executives and managers to see performance at a glance (Analyze).  Oh, and by the way, they can set up views they want to see often, schedule views to be emailed, drill into the data and so much more.
• To begin a query (Lists) if you want to leverage tags and analytics because you won't find that goodness in the database view.  You can save lists in web view for later use or back into the database view as a static query or query list for further manipulation.
• Maintaining data health - you can update various fields (from your desk top or mobile device while you're out in the field) on the constituent record, which will ultimately help you keep your data clean and current.
  
   

You're still going to want to use the database view for tasks like data entry, some traditional reporting, Mail tasks, optional module tasks and the bulk of database set up.  As we continue to build out the web view, your end users will begin to have the option to do more and more of their daily tasks right there in the Raiser's Edge NXT web view.  We also made a few changes to how we refer to certain things in the web view.  The changes make a lot of sense and fall more in line with industry jargon, but it may cause some confusion for your end users until they get used to it.  Have no fear, click here for a little cheat sheet of all of the changes!


The last topic we will discuss in this category is functionality needs of your users - how to do something, what something means, what the dashboard is showing and what new functionality is available in the web view.  The Help menu in Raiser's Edge NXT is one of the most value resources available to you.  When you open the Help menu on any page (it's the little green question mark on the right hand side of your screen), it will display topics relevant to the page you're currently on.  Pretty genius, huh?  Not the right topic?  You can search for any topic you'd like to see.  Want to know what's been added recently?  The Help menu will automatically display when there is new functionality, but you can bookmark this page so you can view new functionality at your leisure.  Or you can open the Help menu and click the exclamation mark icon to see recently added functionality, as well as things we are currently working on.


Stay turned for the remaining two parts of this series!