This week,
Raiser's Edge NXT introduces a variety of new features and enhancements, including to the
Location filter, duplicate search,
Outlook add-in, and... oh yeah,
Export!
Export a list as a CSV file! By popular demand (and
as previously discussed), you can now download a list in
Lists or
Fundraising,
Work as a comma-separated values (CSV) file, such as for analysis or offline reference in Microsoft
Excel or Google
Sheets. To download a list as a CSV file, select
Export and then — when the export completes —
Download file. (Keep in mind that a CSV file is simply a snaphot of a single moment in time. For the current and most accurate information, refer to the list directly in
Raiser's Edge NXT on your desktop or mobile device!) For more information, check out the
Lists Help.
Admins! In
Control Panel, choose who can export from
Lists or
Fundraising,
Work. To help protect and control your constituents' personal data, we recommend only the appropriate people at your organization be able to export from
Raiser's Edge NXT. For more information, see the
List Rights Help and
Fundraising Work Center Rights Help.
View constituents as pins with the Location filter. To help identify areas to include when you filter a list by location, you can now view constituents as pins on the map, based on their primary addresses. To filter a constituent list by location, select
Filters,
Location,
Filter using map view, and then specify where to include as a rectangle or custom area. For more information, see the
Constituent List Filters Help.
Connect to multiple databases in Raiser's Edge NXT for Outlook. To help manage interactions with your constituents, you can now connect to and switch between multiple databases with the
Raiser's Edge NXT for Outlook add-in. To connect to a new database, select
Add next to the connected database, sign in with your Blackbaud ID, choose the database to use, and select
Authorize. For more information, see the
Raiser's Edge NXT for Outlook Help.
View possible duplicates based on relationship records and all addresses. To help more easily identify potential duplicates when you add individuals and organizations, relationship records under
Possible duplicates now appear with
Relationship. Additionally, possible duplicates now include matches for all addresses, not just those marked as Primary. For more information, see the
Duplicate Records Help.
For more information about these features, or to catch up on previous releases, see the
What's New Help and
What's Recent Help.
Enjoy!
