What's New In Raiser's Edge NXT The Week Of January 19

Kimberly Coughlin

This week, Raiser's Edge NXT introduces changes in Lists and constituent records, For those in the United States, an update to online registration forms is also available.Include spouses and new gift filters in lists. You can now add the Spouse column to constituent lists to view an individual's spouse or domestic partner and further refine gift lists with the Gift subtype and Package filters.

• From a constituent list, select Columns . Under Constituent basics, choose Spouse and select to apply your changes. The husband, wife, or domestic partner of an individual constituent now appears in the Spouse column in your constituent list. Previously, you could not view an individual's spouse or domestic partner when you selected the Include heads of household only filter.

• From a gift list, select Choose filters . Select a filter:

  • To filter your list by further details of the gift type, such as gifts-in-kind or GL distribution, select Gift subtype under Gift basics.

  • To filter your list by content and items included in the appeal, select Package under Campaigns, funds, and appeals.

  When you have selected the records to work with, select Apply changes.

Suppress constituents from email messages. To better manage email preferences in web view, you can now view and edit when a constituent requests no email from your organization. Previously, this option was only available in the database view.

From the constituent's record, select Mark as, Requests no email to suppress them from all messages you send from Email, Workflow designer, and Online Express. When the option is selected, Requests no email appears at the top of the record under their name.

Note: When a constituent uses the link at the bottom of an email to unsubscribe, Raiser's Edge NXT only updates the email address from the message as Do not email . To manually suppress messages to a specific email address, open the constituent’s record. Under Contact information, select Edit, Email addresses, and mark Do not email next to the email address. For more information, see Suppression Criteria.

Process test credit card payments for registrations (for those in the United States). To help verify that an online registration form is set up correctly, you can now process test credit card transactions when the payment configuration is set to test or demo mode. Previously, you could only verify credit card payments when the configuration was set to process live transactions. For more information, see Online Test Registrations.

Update regarding gift receipts and consolidated receipts. 

Last week, we announced that individual gift receipts and consolidated receipts were generally available in the United States. Shortly after we released the functionality, we encountered unexpected performance issues and unfortunately had to remove the features for customers who were included the wave on January 12, 2021.

We apologize for any inconvenience or confusion our decision caused. Keep an eye on this blog and the in-product What’s New to learn when you can access the features again!

Karen Diener

I have been waiting for 3-4 years to have gift subtype and packages more available in NXT.  Thank you!!

Kimberly Coughlin

Thanks for the feedback! I shared your comment with the product manager for Lists

Sunshine Reinken Watson

Karen Diener‍ they finally added packages to the filters on gift lists this week!

Dan Snyder

Kimberly Coughlin‍ will the "Requests no email" apply to the new receipting function as well or is that a separate area?

Kimberly Coughlin

Hi Dan Snyder - Great question. "Requests no email" does not apply to transactional messages, including the new receipting function. 

Twila Moore

Speaking of gift lists:  Please add the ability for us to add columns of constituent information to gift lists. We need the address, phone, email address added to this so our advancement department can easily generate a list for donors who have given to a specific fund. This would save us a lot of time, because we would use it often. Thank you!

Kimberly Coughlin

Thanks  Twila Moore. I'd also suggest posting your request in the Raiser's Edge NXT Ideas section of community so others can vote on it. 

Carrie Powell

Very excited about the test transaction feature!