NXT new online form constituent code

Mitchell We
Mitchell We
Second Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

How do we assign the constituent code on the new NXT online form? Right now we use online express so it checks for duplicates on the portal? I do not want new constituent code added for existing parents? any advice?

Comments

  • Lacey Kruger
    Lacey Kruger Blackbaud Employee
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Mitchell We You can set a Constituent Code for all donation forms under Tools > Settings > Form settings > Constituent code mapping. This gets applied to all donors who give via the forms so if there are some donors who should not get the code, I think you'll need to manage that manually or via a separate workflow.

  • Mitchell We
    Mitchell We
    Second Anniversary Kudos 1 Name Dropper Facilitator 1

    @Lacey Kruger My issue is that I want RE NXT online new form to catch all the parents who are already in the system as parents. THis is happening on online express form. but I saw in knowledgebase that I will need to assign the new constituent code for this new form.

    My worry is that I do not want new constituent to be added.

  • Lacey Kruger
    Lacey Kruger Blackbaud Employee
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Mitchell We Are you using Online data review? This is an option that allows you to review new constituents who come in from Online Giving forms and link them to existing constituent records. Unfortunately you'd still need to manage constituent codes separately, but this option should prevent new constituent records from being created for parents who are already in your system. Here's the Help topic for Online data review. Hope this helps.


  • Mitchell We
    Mitchell We
    Second Anniversary Kudos 1 Name Dropper Facilitator 1

    @Lacey Kruger Okay. I will check this out. Thank you!

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