What's New in Raiser's Edge NXT the Week of July 27th

This week, Raiser's Edge NXT introduces an enhancement in Workflow designer. View constituents in workflows.

You can now view which constituents are in workflows. From Tools, Workflow designer, select a workflow. In the flyout, select Recipients to view a list of the workflow’s current and past constituents. You can also search for a specific constituent by name or ID and open their record.

Note: The list includes each constituent’s name, ID, and date they were added to the workflow.

wfd_view_constit.png

Comments

  • Marie Stark
    Marie Stark Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Data Health #3 PowerUp Challenge #3 Gift Management

    Great feature!

  • Dan Snyder
    Dan Snyder Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Data Health #3 bbcon 2025 Attendee Badge

    Will there be the option to remove someone if they are added to a workflow in error?

  • Kimberly Coughlin
    Kimberly Coughlin Blackbaud Employee
    Tenth Anniversary Kudos 5 Name Dropper Participant

    Hi Dan - Great suggestion! I'm not sure where this feature is on the product roadmap, but I recommend you vote on the existing "Allow constituents to be removed or suppressed from an active NXT Workflow" idea in the idea bank to let our product management team know it's important for your organization.

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