Here are the latest changes in Blackbaud Raiser's Edge NXT® for December 5th, 2023.
- Action list improvements (for some of you)
- Permanently dismiss candidates (for some of you)
- More support for international phone numbers and addresses on event registrant forms (for those in the US)
- Edit individual gift tax details from the web view (for those in the UK)
Action list improvements (for some of you)To help you better query your data, we addressed multiple requests submitted through the idea bank and improved action lists.
From
Lists,
Actions and
Fundraising,
Work,
Actions, you can now:
- Use custom fields as columns and filters.
- Use Location, Priority, and System record ID as columns and filters. You can also use Constituent status as a filter.
- Sort lists by multiple columns and select the sort order for each column.
- Include System record ID in exports.
- Further refine list filters with the new All of these values, Any of these values, None of these values, No value, and Any value operators.
Permanently dismiss candidates (for some of you)Now, you can permanently dismiss candidates from the
Untapped candidates list. This allows you to focus on finding new prospects to qualify and assign to fundraisers, rather than re-evaluating prospects repeatedly. Use this option for candidates who should not be assigned to a fundraiser. For example, this option makes sense for prospects in permanent stewardship who have indicated they are no longer willing to give.
Permanently dismissed candidates are placed in the
Disqualified prospects list, so if their circumstances change, you can still access their information and qualify and assign them.
For details, see
Disqualified prospects.
More support for international phone numbers and addresses on event registrant forms (for those in the US)To capture contact information for constituents around the globe, we now offer more support for international phone numbers and addresses on event registrant forms.
For more information, see
Registrant Details.
Edit individual gift tax details from the web view (for those in the UK)
To improve how you manage Gift Aid tax details, you can now edit them for individual gifts.
To edit the tax details for a specific gift, from the gift record, under Gift Aid, select Edit. You can change the qualification status, apply gift aid rules, and manually enter a Claim number, as required.
For more information, see Gift Aid.
