Assigning fund contacts to specific funds

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

How do I assign a "fund contact" to a specific fund on the webview of RENXT

Comments

  • Karen Diener
    Karen Diener
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Apurba Joshi Hi Apurba, and welcome to the community.

    This functionality is not available in webview yet, so will need to be done in database view. You can link the records from either direction via the Relationships tab, i.e., open a Constituent and link to the Fund, or open the Fund and link to the Constituent.

  • Dan Snyder
    Dan Snyder Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge - Chat for Blackbaud AI Task 3 bbcon 2025 Attendee Badge

    @Apurba Joshi Just adding to @Karen Diener's response, here is an idea to vote for so fund relationships is something that will be added to NXT.


  • Apurba Joshi
    Apurba Joshi
    Kudos 1 First Anniversary Name Dropper Facilitator 1

    @Dan Snyder, will do. Thanks for the suggestion.

  • Apurba Joshi
    Apurba Joshi
    Kudos 1 First Anniversary Name Dropper Facilitator 1

    @Karen Diener, thank you. We just transitioned into NXT from RE. I do a lot of work on database view and so not having it in the webview doesn't impact me much. However, this is a very important feature for our fundraisers. It impacts their work significantly if they can't access it on the go. Any idea when we can see it on the webview?

  • Karen Diener
    Karen Diener
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Apurba Joshi:

    Any idea when we can see it on the webview?

    I recommend signing up for the Product Update Briefing (PUB) which will take place in early November. This takes place twice a year, and Blackbaud will present their roadmap for the next six months or so. You may not hear anything this specific, but will have the opportunity to ask questions and will also get a sense of everything they are working on right now.

    Blackbaud does plan to move all functionality to web view by the end of 2025. Some functionality in database view will be turned off when it is moved, but I do not expected database view as a whole to disappear quickly. Blackbaud has already stated that there is no planned sunset for database view, but we know it will go away since web view-only has always been the plan.

  • Apurba Joshi
    Apurba Joshi
    Kudos 1 First Anniversary Name Dropper Facilitator 1

    @Karen Diener, thank you, again. I'll sign up for PUB.

  • Apurba Joshi
    Apurba Joshi
    Kudos 1 First Anniversary Name Dropper Facilitator 1

    Hello,

    Following up on this topic to check if this feature is now available on NXT (webview).

    Also, addresses on webview doesn't have the option for adding counties. It's an important field I use in database view and will therefore impact my work if it's not available on webview. Will "county" be added on the address block as an option?

    Mant thanks,

    AJ

  • Tatyana Leifman
    Tatyana Leifman
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    Contacts are still not visible on fund records in web view. Only solicitors are viewable on fund records. I don't know when they will be available. Perhaps the November PUB will have more information on the timeline.

    Neither counties nor regions are viewable in web view. It is not even clear if and when they may become available. There are about half a dozen ideas in the idea bank asking for counties or regions or both to be made available in web view. Please vote on as many of them as you can locate and add a comment explaining how important they are to your work and how not having this field will impact your organization's operations. At the last PUB, BB reps noted that detailed comments on a field's/feature's usage helps to influence when and if it will be migrated to web view.

  • Tatyana Leifman
    Tatyana Leifman
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    Contacts are still not visible on fund records in web view. Only solicitors are viewable on fund records. I don't know when they will be available. Perhaps the November PUB will have more information on the timeline.

    Neither counties nor regions are viewable in web view. It is not even clear if and when they may become available. There are about half a dozen ideas in the idea bank asking for counties or regions or both to be made available in web view. Please vote on as many of them as you can locate and add a comment explaining how important they are to your work and how not having this field will impact your organization's operations. At the last PUB, BB reps noted that detailed comments on a field's/feature's usage helps to influence when and if it will be migrated to web view.

  • Rhonda Jarvis
    Rhonda Jarvis
    Facilitator 1

    Hi, I am looking for an update on this as well. This is costing our organisation time and money to manage. and I can't see a link on getting an update on this feature.

Categories