Merging Tributes and Viewing Tribute Gifts in Raiser's Edge NXT Webview

Julie Fournier
Julie Fournier
First Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

Hi everyone,

I’m currently working in the webview of Raiser's Edge NXT and had a couple of questions I was hoping someone could help clarify:

  1. Merging Tributes When Merging Constituents
    With the recent updates to RE NXT, I understand that tributes are now included in the merge process when combining duplicate constituent records. Has anyone gone through this process recently? I’d love to hear how tributes are handled—are they automatically merged, or do we need to manually select which tribute to retain?
  2. Viewing Gifts Linked to a Tribute in Webview
    In the database view, we can easily see gifts linked to a tribute under the "Honor/Memorial" tab in the constituent record. Is there an equivalent way to view this in the webview? I’m trying to find a straightforward method to see all gifts associated with a specific tribute without switching back to database view.

Any insights or tips would be greatly appreciated!

Thanks in advance,

Julie

Comments

Categories