Blackbaud Raiser's Edge NXT®: Unified View Product Update Briefing: Leave Feedback and Earn a Badge!

There was a lot of interesting features - I am particularly looking forward to tabbed constituent records and not having to wait so long for the Giving History tile to pop into existence whenever I load a new record.

Also looking forward to seeing how web Import feature works in practice - I do a lot of constituent and event participant imports throughout the year and particularly for participant imports I have a lot of weird little notes left for myself to help me do it. If this can make that easier it would be AMAZING.

I'm also fascinated to see if Deceased Finder will really make it into RENXT in the UK and if it does, how useful it ends up being.

Also while you are all here, pls vote on these idea bank ideas about vouchers - I asked a question about whether this payment method would be making it into webview (it currently exists in DB view) and Anthony initially said there were no plans but will be looking in the ideas bank.

https://renxt.ideas.aha.io/ideas/RENXT-I-9810 - turns out I did already put my own idea in!

https://renxt.ideas.aha.io/ideas/RENXT-I-8484

Also adjacent to these two about vouchers is this one about making Voucher Agency available as a column in lists:

https://renxt.ideas.aha.io/ideas/RENXT-I-6935

Charity Vouchers are UK specific payment method it turns out - I had no idea! The ability to enter these correctly (since Gift Aid can't be claimed on this payment method and there are other conditions to how they get used) is important to pretty much all UK charities.

The teams group chat (I'm the designated PUB-watcher and they get a commentary of highlights while I watch) is excited about Recognition Programs (particularly the annual programs one), abandoned donation reminders (this might have been in the online giving PUB actually) and being able to import into gift batch.

Payment methods in NXT are a big sticking point for us - we are unable to plan moving any gift processing / finance team across to NXT until we know either Payment Method will be an editable field, or more Payment Methods will be added (and able to query / pull lists on them!)

I'm looking forward to seeing how the new Constituent layout will work.

I am playing catch up from vacay… anyone know where I can I find the Feature Map and a recording from today's discussion with Bill? I have yet to review recent PUB recording which I found. Thank you!

I appreciate that C/F/A have already been updated in RENXT web view with the tabs; I think this is a good testing of the waters for the switch on constituent records. For our environment it's all working well with two exceptions: the Donors tabs are not populating for any of the three (the dreaded "That's odd…" pop-up) and for Appeals specifically, the Packages tab still only shows five at a time instead of a full list like the Gifts tab.

I am eager to see how the tabs will work with constituents. I initially was hesitant but after seeing the PUB I am more open to it, especially if it can decrease load time. I think if we hold some training for our fundraisers they will transition with it OK. Hopefully the permissions will transition well with the change. I am also excited for the additional fields finally making their way to web view and the ability to edit all contact information within the same window rather than all the clicks we currently have to do.

I'm anticipating the move of permissions from DBV to web view. Hopefully this will allow security to be a little more straight forward; I've always found web view security to be a bit confusing.

I love the Recognition addition. I have no idea whether my org will adopt it but it sounds like a fabulous idea. I cannot wait to see how the additional options will work.

Constituent forms seem to be a great option, as well. I do not know if we will adopt them or not but I love the possibility. Maybe once consent gets further developed and documented we will be able to move forward with the forms.

EVENTS! I am so excited that we will be able to copy an event. I also like that benefits and fees are making their way to web view. I do a lot of work in web view and after creating an event I realized the benefits still had to be entered in DBV. Hoping we will be able to see some benefit to the Online Data Review with event forms; glad they were finally included.

How can I forget the Feature Map? I'm excited to share this with my team in our update.

Grid View Batch: until PaperSave is integrated in web view we cannot utilize this at all; we can documents with every transaction. Are there any updates on this?

Workflows: will there be any updates to what can be done or built? I don't personally use them but I know some in my org do and they have not been mentioned from what we can find.

I'm excited about a few things. My org is getting into using the Events module in NXT, so having online data review for event registrants is super exciting! I'm also pretty pumped about looking into using Recognition Programs. I'm curious about what it can do and how it will help me support my team. Lastly, I cannot wait to be able to process all gifts in web view by September.

Excited about the online review—without this function, there were too many duplicates generated in the past.