Blackbaud Raiser’s Edge NXT®: InsideTrack to the Unified View Monthly Series (April –June)
We hope that you’re finding the InsideTrack to the Unified View sessions helpful and engaging. These are your go-to sessions for clear updates and a look at what’s coming next. Whether you’re curious about the reasoning behind a feature or want to understand the timing of feature development in web view to help you plan for changes, our goal is to equip you with practical insights and to answer your questions. To keep things consistent, sessions will take place on the second Tuesday of each month at 11 a.m. EST / 4 p.m. GMT/BST.
What to expect:
- Insight into what’s coming next for Raiser’s Edge NXT
- Real-time updates on workflow progress and the unified view
- Live engagement with product experts—ask questions, share feedback, and get clarity
- Dedicated focus on a key workflow or functional area each month
Click here to register for all sessions.
Upcoming InsideTrack Sessions
April 14: Import for Impact: Faster, Easier Data Management in Web View
Importing data is essential for keeping your information in Blackbaud Raiser’s Edge NXT accurate, complete, and ready for action. Imports let you quickly add, update, and organize data, saving you time while improving the quality of your records.
Join the Raiser’s Edge NXT product management team as they highlight new import tools designed to make your data management faster, easier, and more scalable.
What’s coming soon:
- Import directly into gift batch, allowing you to review, edit, and manage gifts in bulk from the gift batch grid.
- A streamlined workflow that lets you process multiple supported record types from a single file.
- Faster, asynchronous processing so imports can run in the background while you keep working.
- Bulk APIs to support quicker, more scalable data operations.
What’s coming next:
- Bulk add/edit/delete capabilities in web view (idea bank)
- A new import interface in web view, featuring options to import all supported constituent types and import into gift batch directly from the interface.
- Expanded import options for areas like Events, Campaigns, Funds, and Appeals.
- Additional constituent import types available via API.
May 5 –7: Raiser’s Edge NXT Product Update Briefing
InsideTrack sessions are designed to supplement the biannual Product Update Briefings by keeping you up to date on rapidly evolving Raiser’s Edge NXT features. Accordingly, we won’t host an InsideTrack session in May or November, since these are the months we present a Product Update Briefing. Starting March 26, 2026, you can register for the Raiser’s Edge NXT Product Update Briefing.
Register here (beginning March 26).
June 9: Next Level Gift Management in Web View
Gift management is key to tracking revenue, building stronger donor connections, and achieving your fundraising goals. Updates to the unified view are designed to make managing gifts more straightforward, adaptable, and efficient.
Join the Raiser’s Edge NXT product management team as they explore upcoming features including gift batch processing, gift adjustments and edits, automated online donation receipts, planned giving tools, and resources for acknowledgments and reminders.
Highlights of the June 9 InsideTrack will include:
Expanded Gift Capabilities
- Additional gift fields (idea bank)
- Enhanced grid view batch functions
- Importing gifts directly into batch
- Edit gift field directly within the record
- Adjust posted gifts and pledges
Receipting for Online Giving
- Automated receipts upon batch approval
- Send receipts with a personalized confirmation email
Planned Giving Enhancements
- Planned giving functionality coming to web view
Acknowledgment and Reminders
- Manual printing, bulk processing, and enhanced reminder functionality
Additional resources and tools for the future of Raiser’s Edge NXT.
Raiser’s Edge NXT Product Update Briefings Recap and OnDemand Recordings
Raiser’s Edge NXT Resource Center
Raiser’s Edge NXT Town Halls
Raiser’s Edge NXT: Unified View Updates
Blackbaud University
Comments
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I am so ready to hear what is being planned for printed acknowledgement letters. I really wish this had happened a LOOOONG time ago when the integration with MS Office was removed. Every nonprofit solicits gifts and thanks people, and this should be easy to do and highly prioritized. I have high expectations, as always!! 🙂 🤞
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@Tanya Fitzgerald It looks like there might be an unintended required field on the registration form. Select the dates(s) is required and even if you put in 2026 and select the boxes you can't hit submit.
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@Dan Snyder are you using Chrome or Microsoft Edge to register? Chrome has issue with this platform's registration.
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@Tanya Fitzgerald Oh that Chrome causing issues again! Thank you!
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Quick, tangentially related question. As we start using unified view more, what is the best way to report things we miss from database view?
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You can always report things in the community and I'll make sure the team is aware!
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