Hopefully everyone in the Community made it through Hurricane Matthew safe and sound. (
Hat tip to those focused on the relief and recovery efforts.) Despite a few frantic days at our Charleston office,
Raiser's Edge NXT recently updated with new features and enhancements related to search, gift records, and constituent appeals.
Search for relationship records. To enhance your fundraising efforts and interactions with constituents, we recommend you track detailed information about their relationships with other individuals and organizations, such as family, employers, primary contacts, and so on. To view the record of a person or business related to a constituent, you can now enter their search criteria in the
Search for a constituent field and select
View all results or — if fewer than eight results —
Search relationship records. From the detailed results, select
Include relationship records to view related matches. For more information, see the
Search for Constituents Help.
View how much credit fundraisers receive for a gift. Your organization may receive gifts as the result of fundraisers assigned to cultivate donor relationships or manage opportunities. On a gift's record, you can now view who helped solicit it and how much credit they receive for its acquisition under
Credited to. For more information, check out
Fundraisers Help.
Filter appeals on a constituent's record. On a constituent's record, you can view which solicitations they received under
Appeals. To view only those with shared characteristics, such as their category or whether they include a specific package, you can now select
Filters and choose which to include. For more information, see
Appeals Help.
For more information about these features, or to catch up on previous releases, check out the
What's New Help and
What's Recent Help.
Enjoy!
