What's New In Raiser's Edge NXT The Week Of July 16

Kimberly Coughlin
Kimberly Coughlin
Tenth Anniversary Kudos 5 Name Dropper Participant
in Blackbaud Raiser's Edge NXT® Blog
For those with Gift management, Raiser's Edge NXT introduces the ability to automate recurring gifts and move gifts to different batches. For those with Events, it also includes options to manage additional details from the participant list.  Add and automate recurring gifts (for those with Gift management). From Fundraising, Gift management, you can now add recurring gifts in the web view to automatically generate payments based on a schedule, such as when a constituent signs up to donate the same amount each month. Recurring gift payments are placed in unapproved batches and you must approve them to create their gift records. For more information, see Recurring Gifts.


If your organization has existing recurring gifts, you can convert them to automatic recurring gifts in the web view — saving time and eliminating the need to manually process payments. For more information, see Automate Manual Recurring Gifts.

Note: Don't see this feature? No need to worry. If all goes well based on feedback and usage, expect its wider release in a future update.

Move gifts to a different batch (for those with Gift management). You can now move gifts from one batch to another when both batches are unapproved. From Fundraising, Gift management, open the gift batch record. Select the checkbox of each gift to move and then select Move to different batch. For more information, see Gift Batch Records.

1cfbae5aca76bb8c8cbe530ff5267d40-huge-paManage additional details from the participant list  (for those with Events). To help speed data entry, such as on the day of an event, you can add guest, fee, and payment information from the list of participants rather than each participant’s record. On an event record, under Participants, select Work with participants, and then Add guest or Add fees/payments from the participant’s menu. For more information, see Participants.


For more information, or to catch up on previous releases, check out the What's New Help and What's Recent Help. Enjoy!

Comments

  • Kimberly Coughlin
    Kimberly Coughlin
    Tenth Anniversary Kudos 5 Name Dropper Participant
    Hi Kriste Buck! If you don't see Gift management yet, don't worry. We're releasing the functionality in waved roll outs so you might not be in this first wave. To learn more about how we deploy features, check out this blog post: https://community.blackbaud.com/blogs/13/4854. 
  • Molly McColgan
    Molly McColgan
    Sixth Anniversary Participant Facilitator 1 Loyalty Badge
    When is the Donation Form Component going to roll out to general users? I see its in the early adopter phase at the moment. 
  • Kimberly Coughlin
    Kimberly Coughlin
    Tenth Anniversary Kudos 5 Name Dropper Participant
    Hi Molly McColgan - According to the Product Manager for Donation Forms, the current release target for US clients is the second half of  2019 as we are gathering feedback from the EAP and responding to it. The next roadmap call will have more specifics on the timeline for the rollout. The rollout for international organizations will follow, but the timeline isn't set yet set as more development is required for international needs.

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