What's New In Raiser's Edge NXT® — April 11th

Kimberly Coughlin

This week, Raiser's Edge NXT announces that you can now manage tables from the web view. Also, you can label and sort funds on donation forms and, if you have Prospect Insights, use a new filter.

Label and sort funds for donation forms


For organizations that use naming conventions for their fund names, such as GO2023 for the 2023 general operating fund, you can now label the funds with donor-friendly names on donation forms. You can also sort the funds alphabetically or set your own order by moving them where you would like.

From Tools, Donation form designer, edit or create a form. Under Get started, select more than one fund. Next, under Form, select Click to edit on the fund field on the form and make your selections.

For more information, see Donation Form Fund.

Manage tables from the web view


You can now manage tables from Control panel, Tables. From the web view, you can view the list of tables in your database and define new donor category tables. For each table, you can add, edit, delete, and change the order of entries.

Note: To define a donor category table, select New donor table above the list of tables. To define an attribute table, navigate to Configuration, Attributes in the database view and add an attribute with a table data type.

The web view also includes improvements to help you work with tables more efficiently. You can now:

• Use drag and drop options for table entries to change their order or tab to the drag icon on your keyboard and press the up or down arrows to move entries within the list. In the database view, you can only use a menu to move entries.

  

• Continue working during table entry cleanup. In the database view, you must pause your work while a cleanup is in progress.

For more information, see Tables.

Filter Prospect Insights candidates


You can now filter the Low likelihood and Undergiving lists by fundraiser. Use the filter to see which candidates are assigned to a specific fundraiser and to gain insight into each fundraiser's portfolio quality.

Note: The Fundraisers filter is only available to authorized users. For more information, see Prospect insights role tasks and Permissions.

Lee Grisham

The Table feature is locking even Administrators out for our Org. Is it not fully enabled yet???

?
Heads up! You're in a restricted area. You can't view this page while signed in as lgrisham@chattfoodbank.org. Ask your administrator for access.

Christine Silva

we are experiencing the same issue as Lee Grisham.

Kevyn Barnes

I was having this problem, too, but it appears fixed now

Neville White

Is it possible to hide this functionality in NXT? I want to hide it completely except for a select few. It seem to show even if they haven't got a role assigned in that area

Miki Martin

Super excited to be able to work on tables in web view (my access appears to be working so far)! Thank you!

Jaclyn Whitelock

Working from tables in webview is great, glad this has been added! I would be interested to hear if the ability to add required fields in webview is something that Blackbaud is working on for a future update, it would be immensely helpful.

Kimberly Coughlin

Hi Lee and Kevyn - I'm sorry for the delayed response, but I was out of the office last week. My understanding is that there were some unexpected issues with the rollout of the feature, but that it should be available now. If you continue to have issues accessing Tables, please reach out to Support so they can track your case and provide you with updates.

Kimberly Coughlin

Hi Christine - I'm sorry for the delayed response, but I was out of the office last week. My understanding is that there were some unexpected issues with the rollout of the feature, but that it should be available now. If you continue to have issues accessing Tables, please reach out to Support so they can track your case and provide you with updates.

Kimberly Coughlin

Hi Neville - My understanding is that the permissions are inherited from database view so if a user doesn't have access in database view, they shouldn't have access in web view. If you're experiencing different behavior, please reach out to Support so they can take a closer look.

David Springer

Hi Jaclyn! Long term, we plan to support adding required fields in web view, but don't yet have a timeline for when it will be available. I'm glad to hear you're finding web view code tables helpful, and we'll let you know here as each new capability is added.