What's New In Raiser's Edge NXT® — October 25th
Build and manage donation forms (for those in the UK)
To help you easily accept and process gifts from your organisation's website, you can now use Raiser's Edge NXT to create and manage donation forms in the web view! From Tools, Donation form designer, design and build forms and then use automatically generated code snippets to embed them on your website.
With Donation forms, you can:
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Quickly create forms with a drag-and-drop designer
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Increase the value of gifts with Gift Aid
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Accept recurring gifts and automatically process subsequent payments
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Design thank-you emails with your organization's branding
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Track performance and view which websites refer donors to the forms
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Associate an appeal with a donation form
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Allow donors to designate their gift across multiple funds
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Track behavior of donors with Google Analytics
For more information, see Donation Forms, or check out our recent blog post.
Manage duplicates in Events (for those in the US)
Building on recent changes to help manage records from online transactions, you can now identify and manage possible duplicates in Events.
When a registrant completes an online registration form, Raiser's Edge NXT uses the constituent details to automatically match them with an existing record. However, when there are multiple existing records and Raiser's Edge NXT doesn’t know which to update, it creates a new constituent.
To manage these records, open an event record. Under Participants, a new online data health section shows how many possible duplicates, matched constituents, new constituents, and new named guests registered through your registration forms.
Note: The online health data section only includes participants who registered after September 16, 2022.
To review the participants, select a number to open a filtered view of the participant list. The list includes new indicators next to participant names:
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Possible duplicate
— Indicates Raiser's Edge NXT created a new record because there were multiple existing records, or the first name didn’t match. For more information, see Automatic Constituent Matching.
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New
— Raiser's Edge NXT didn’t find an existing record matching the constituent information from the form.Note: Records that were automatically matched to existing records do not include an icon.
To review the possible duplicates for a participant, select their name in the list. From their record, select Compare now and manage the records. For more information, see Possible Duplicates.
Reissue receipt now named duplicate receipt (for those in Canada)
In response to your feedback, in Receipt series and on receipt series gift records, we renamed the action to copy a receipt with the same receipt number. Previously, the action was called Reissue receipt and now it's Duplicate receipt.
For more information, see Receipt Series.

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