The most recent content from our members.
We have significant concerns about this change as it relates to Canadian privacy laws, best practices, and donor accessibility, which we believe must be addressed before moving forward. Our organization operates under Canadian privacy legislation and industry guidelines that explicitly advise against collecting CVV…
Hi Everyone - I am trying to develop a step by step procedures guide for NXT. All is need is basic constituent changes and updates - aka steps to update an address, marking as lost, deceased steps etc. I am trying to incorporate the "NEW" way of making these changes which is so much easier. aka - mark someone as no valid…
Hi all - has anyone heard if/when "Load Default from…" is moving to web view?
I am new to an organization and just found a pledge that still has a balance from 2023. After researching, I think I figured out that the donor paid the pledge by check. The gift was then zeroed out, which brought the balance on the pledge back to it's original amount. A new check was sent later for the pledge, but when…
Our organization has an external site to take some donations, once a week they send us a report with a list of the donations and what gets depostied into our account. Is there a way to bulk import these gifts? Import wasn't quite getting the results I was needing, unless I was doing it wrong. And my team would like to be…
We had to request a backup copy of our database recently for a deleted record. I'm trying to get back the attribute/custom fields. By process of elimination I was able to figure out 5 of the 10, but the remaining 5 have no text or comments in the fields only the Attributes ID and Attribute Types ID. Anyone have any magic…
I'm wondering what others' best practices are for archiving old attributes and solicit codes that are no longer used. I'm concerned outright deleting them will come back to haunt me unless they're stored somewhere.
Hey all, I've realized over the years we've had a lot of relationship records created with a lot of them being duplicates and some of them for people that now have constituent records. Is there any effective way to manage them by merging them? The relationship records still hold some relevant info like event participation…
Our database lacks the Volunteer Module. We are struggling to track our board recruitment 'moves management' pipeline (stages 1–3, etc.) in one dynamic place. 'Opportunities' feels like a stretch, and custom fields/notes/actions are too clunky. How are other orgs adapting DBV/NXT to handle this effectively?
I'm wondering if anyone else has encountered this odd bug in NXT Web View gift batches. This is specifically for gifts in batch that are marked as Anonymous. If I click on the constituent's name and open their record in a flyaway panel, the Anonymous box (if it was checked) unchecks. Consistently. Then, when I close the…
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