What's New In Raiser's Edge NXT The Week Of July 23

Kimberly Coughlin

This week, Raiser's Edge NXT introduces the ability to view the full images for constituent profile pictures. For those with Events, it also includes the option to export and manage a participant list. View a full profile picture. To help you better visually recognize constituents, you can now expand their profile pictures to view full images. From a constituent record, select the menu under the profile picture and select View full picture. For more information, see Profile Pictures. 

Export and manage a participant list (for those with Events). To manage or print a participant list, you can now export and download it to a spreadsheet application — such as Microsoft Excel or Google Sheets — as a comma-separated values (CSV) file. For example, print the list to take attendance when there's limited internet service, such as on a golf course. From an event record, select Work with participants under Participants, and then Export. When the export completes, select Download file. For more information, see Participants.

From a participant list, you can also use new options to choose which participants and information to view. To only view participants based on whether they’re constituents or have primary email addresses that aren’t marked Do not email, select Filters and apply Constituent status or Email status to the list. For more information, see Participant Filters.

When you view the list, you can include the new Constituent ID column to help you identify which participants are constituents. You can also view whether an email or phone number is primary or marked Do not contact.

Tip: Don't see Events? 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!

 

Susan Cornforth

The participant list is very helpful, I've already used it twice today! I'm really loving the Events module in NXT. Do we know when we will have the chance to add sponsors on that Add Participant tool?

Kimberly Coughlin

Hi Susan Cornforth - First, I apologize for the delayed response. There’s an issue with notifications for the Community, so I just saw your post. Great question! I followed up with the Product Manager for Events and learned that the team is looking at support for sponsors in 2020.