The most recent content from our members.
Perhaps this has been discussed previously, but I can't seem to locate a conversation on it. I did, however, find a couple of mentions in the Idea Bank…however there doesn't seem to be much concern (interest) in having Additional Add/Sal fields added in web view. Depending on the particular mailing going out, we rely on…
Hi all - When creating a new batch template in RENXT, you aren't able to add in more than one custom field. it would be helpful to be able to add multiple custom fields. Ideally, it would be great to see what you have selected and typed in the open text box in the row along with all the other information. Let me know if…
Hello, Can anyone provide solutions for how they tracking volunteers? My org was using Job assignments in the RE volunteer tab. A few years ago, we hit a block with adding new positions. We revisited this issue recently unsuccessfully finding a solution. Our volunteer positions have a year long tenure and sometimes longer.
Received a gift through the NXT Online on the New Forms. The email copy confirms there is a tribute on the gift, however the error I have with the gift that does not allow me to approve the batch states: ' A request was made to add a gift with a date that is not within the range for its tribute with ID 'XXXX'. The ID…
When in Webview Gifts>Funds, there is a Donors tab that displays the constituents who have given to that fund. I have a user that hasn't been able to see the Fund Donors for the last month, but could before that. What part of Security controls the access to be able to show or hide the Donors when a user looks at a specific…
Hello! We use event registration forms in NXT and they've been a great buy-in from the team (hooray!), but when new email addresses and phone numbers are added, we need to be able to source these. We use the 'comment' field in RE7 but those that are automatically added by NXT aren't 'known' to us to check; how are people…
Hi, I was wondering how everyone here gives credit to donors for gifts from their donor-advised fund? Currently, I place the check from the donor-advised fund under their record. However, my supervisor has recently learned that many organizations around the country are giving the company who provided the donor-advised fund…
Since the release of the new Grid Batch View, when I go in to edit and approve unapproved batches from our online donations, I have to configure the columns EVERY single time for EACH batch. This is incredibly frustrating and time-consuming. Batch templates only seem to apply to batches you create, not the automatic…
Hello! We are working with our Finance team to figure out how to report on changes made to Pledges and Installments. Does anyone have a good way they track this in Raisers Edge?
Hi, I am looking for advice as to how to set-up an easy to pull report that will show gifts given by relationships of board members, essentially satisfying a give/get. Does anyone know how to do that? Thank you!
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