What's New In Raiser's Edge NXT The Week of December 8th

This week, Raiser's Edge NXT introduces the ability to merge email history information for constituents. Merge email history information for constituents. 

To help manage email information, you can now transfer Email history details when you merge constituent records. For example, if you inadvertently create two records for the same person, merge the newer record with their existing record to include all the emails you sent to them from Raiser's Edge NXT.

In ToolsData health, select the number of Possible duplicates to review a list of constituents Raiser's Edge NXT automatically identifies as potential matches. From the list, compare the details between two records and then merge them if they represent the same constituent.

Note: You can also merge a record into another directly from a constituent’s record. If you know the record is a duplicate, select Merge into another record to search for a target record and complete the merge.

For more information, see Email History.

Categories