This week,
Raiser's Edge NXT introduces several features such as enhanced security for wealth and ratings details and improvements in
Email.
Secure wealth and ratings details in constituent lists. In a constituent list, you can use
Wealth & ratings filters to include records based on your organization's custom ratings or wealth ratings, ask amounts, and suggested donor types from
Target Analytics. To help protect this constituent information, admins can now secure access to these filters and the related
Rating columns.
Note: If you currently have a saved list that uses the
Wealth & ratings filters but don't have the proper security, you'll encounter a permission error when you open that list.
Admins! In the database view, you can secure access to the
Wealth & ratings filters and
Rating columns. To enable someone to use these features, grant their security group at least
View rights for the
Ratings permission under
Constituent Privileges in
Admin,
Security. For more information, see
Wealth and Ratings Filters.
Link a user account to a constituent record. 
To enable a fundraiser, staff member, or volunteer to use
Raiser's Edge NXT, you link their constituent record to their user account. On a constituent record, you can now view and manage the linked user account under
Constituent summary. To link a constituent record to a user account, under
Constituent summary select
Edit,
User account, search for the user's
Raiser's Edge NXT account, and select
Save.
If a constituent is already linked to a user account and you mark that record as a Fundraiser, you no longer have to manually search for the user account. Instead, marking the constituent as a Fundraiser automatically selects the linked user. For more information, see
User Account.
For
some of you:
Design email more efficiently and select which email address to use (for those with Email). To improve how quickly you can view changes when you create email messages — and to promote a consistent experience across
Raiser’s Edge NXT — the email designer in
Marketing,
Email includes a new look and feel. For more information, see
Email Designer.
Also, to ensure messages you send from
Marketing,
Email are well-received, you can now choose which of your recipients’ inboxes to send them to from the new email designer. To target a specific email address, select it from the
Email address type field under
Finalize your email in the email designer. Previously, you could only send to primary email addresses.
Note: To send email to a constituent, their record must include an email address that matches the type you select in the
Email address type field. Otherwise,
Email suppresses the constituent from the message.
View metrics for all marketing email messages (for those with Email). To help track messages you send from
Marketing,
Email, you can now view constituents associated with metrics — such as the number of clicks or opens — from all sent messages. Previously, you could only view the constituents from the five most recent messages. To view the constituents — and their email addresses — select
View all sent emails under
Recent emails and select the number in the
Recipients,
Opens,
Clicks,
Hard bounces, or
Unsubscribes column for the email to analyze.
Note: Don't see
Email? No need to worry. If all goes well based on feedback and usage, expect its wider release in a future update.
For more information, or to catch up on previous releases, check out the
What's New Help and
What's Recent Help.
Enjoy!
