The most recent content from our members.
If you are still batching gifts in DBV, what steps are you taking to prepare for the transition? I am at a loss as to where to start, especially since some features we need aren't yet ready in UV (like Batch Control Report). The only preparation we have made is to start using an NXT form for pledges, and for credit card…
There are three features in the RE Database view of Gift Record screen that are extremely important to our work and wanted to confirm that there are plans to make these features available in the web view before the Database view is shut off. The ability to edit the Comment Section in the web view (the Reference Box in DB)…
I'm working with my client --Yo San University in LA -- on a big development initiative that includes a Raiser's Edge cleanup project—about 2,000 records requiring roughly 200 hours of work. We don't currently have a database manager and won't hire one until later this year, so I'm looking for someone RE-savvy who could…
Curious if anyone has experienced gifts being made online via the regular NXT online gift form that are coming in under an individual's name and NOT an organization but then when we process the batch through, a custom field is being created within that constituent's record (not on the gift attribute/custom field) that…
Hello, I am having an issue with Raiser Edge NXT when making a gift POST through the API for a pledge payment installment when the gift amount is greater than the installment amount. Also, there is a similar issue when a person gives more than what they pledge, there is an error that the amount is greater than the pledge.…
Hi Everyone, Happy New Year! We are relatively new adopters of Raiser's Edge and haven't used the Events module at all yet - do you think there is much value in retrospectively adding events that we ran in 2025 and their participants? We are interested in prospecting and I was thinking that a record of events attended…
I am marked as a Fundraiser in web view and a Solicitor in database view. A few constituents have Actions that have been assigned to me, but that I haven't completed. Aren't they supposed to appear on my Home screen? Instead, in the Actions tile, it just says, "To see actions, you need to be an active fundraiser." I am…
I am looking to host a RENXT in person user group! Let's talk about how we use RENXT, how we are moving from RE database to NXT and any other issues. Please let me know if you are a RENEXT user in the Hudson Valley, NY and would like to participate in an in person user group in Poughkeepsie in the next month or so. I can…
I'm just wondering where most people add information on mailed appeals? The options appear to be a Contact in the Journal section, or a line item in the Mass Interactions section. For reporting and tracking stats for past mailings, which method would work best? Thanks in advance!
We have a longtime donor who recently began sending checks from a foundation she has set up. The foundation is her name {i.e. The Jane Doe Foundation), and shares her home address. It's not a DAF fund, and I am assuming it's incorporated as some sort of charitable foundation, not just a checking account with a DBA or…
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