This week,
Raiser's Edge NXT updates with several new features and enhancements to ease analyzing your top fundraising efforts, filtering constituents by their academic history, and interacting with constituents through all channels — including in person!
Locate constituents on a map (some of you!). To locate nearby donors or help plan a trip, you can now select
Map in
Lists to pinpoint constituents. (If you can't yet map constituents, don't worry! This feature will release in waves, so expect it in a future update if you don't see it today.)
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Bing, the map displays the locations of constituents — as pins — based on their primary addresses. To identify the constituent at a location, select its pin to view details such as their name and address. For more details, you can select the constituent's name to view their record. (When you add or edit a constituent's primary address, it may take up to 24 hours for their new pin to appear on the map.)
You can search the map for a specific constituent or location. To include only constituents with a specific area, you can also select
Select map filter and draw a box around where to pinpoint. To view a list of those constituents, select
List to apply the map filter. For more information, check out the
Consituent Map Help.
Increase focus on contact information. To ease communication with constituents, their mailing addresses, email addresses, phone numbers, and online presence now appear under
Contact information on their records. Previously, these details appeared under
Constituent summary. For more information, see the
Contact Information Help. (In a future update, you'll be able to
manage address information from here as well!)
Filter constituents by education information. In a list of constituents, you can now include only those with specific academic history, such where they attended, when they graduated, and their fields of study. With
Alumni Tracking, you can also choose whether to include only information about schools marked as the constituent's primary education. To filter constituents based on these details, select
Filters and choose the criteria to include under
Education. For more information, see the
Constituent List Filters Help.
Analyze your top ten campaigns, funds, or appeals. To help focus on your most effective fundraising efforts, the
Top campaigns,
Top funds, and
Top appeals metrics in
Analyze now include only the ten top-grossing efforts, based on your selected filters. Previously, these metrics included all efforts that met the filter criteria. For more information, see the
Top Campaigns Analysis Help,
Top Funds Analysis Help, and
Top Appeals Analysis 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!
