What's New In Raiser's Edge NXT - March 8th

Kimberly Coughlin
Kimberly Coughlin
Tenth Anniversary Kudos 5 Name Dropper Participant
in Blackbaud Raiser's Edge NXT® Blog
This week, Raiser's Edge NXT introduces an enhancement to constituent lists.Filter constituents by primary employment

In response to Community feedback, you can now filter by primary employment information under Lists, Constituents. To narrow results by employer, industry, position, or profession, select Filter bb-filter.png, Primary employment under Constituent basics. Then above the list, select Primary employment and the additional criteria to use as filters.

Note: You can filter by employers that have constituent or non-constituent records in your database.

primary_employment.png

You can also select Columns, Primary employment to show the values of the employment fields in the list or to include them in an export.

Note: In the database view, you can manage employment information from the Relationships tab of a constituent’s record. In the web view, when you create a relationship between an organization and a constituent, you can indicate that the organization is the individual’s primary employment. For more information, see Relationships.

Comments

  • Jennifer Kluh
    Jennifer Kluh Community All-Star
    Sixth Anniversary Kudos 5 PowerUp Challenge: Data Health #3 bbcon 2025 Attendee Badge

    This is an added benefit for us when we send our mailings

  • Rachel Kave
    Rachel Kave
    Tenth Anniversary PowerUP Challenge: Chat for Blackbaud AI Task One Kudos 1 Name Dropper

    Great feature…trying to figure out how industry is populated…can you advise?

  • Faith Murray
    Faith Murray Community All-Star
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    “Industry” is a field on the main tab of an Organization relationship of a constituent. It can also be found on the Bio2 tab of the Organization record itself. (I'm not sure it is available to view in webview.) This field, like the others, is only useful if you have already been entering information in those fields.

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