The most recent content from our members.
I’ve been waiting for an agent for a ½ hour so I thought I'd ask the community for assistance. I cannot figure out why soft credits donors are not listed in my constituent query. If I select recipients to have only the soft credit recipient selected for gifts with soft credits, the query is blank. If I select both to have…
I'm new to the Events tab, and want to be able to use the name tag function. However, with participants who are coming with their spouse, it doesn't appear that I can print one name tag for each person. For example: it can do John Smith OR Jane Smith OR John & Jane Smith, but it can't do one for John Smith and a separate…
Hello I have had a PA job running for a few years where if a file is updated in a bb host folder, the job is triggered. I have tried rotating/ unlock to reset the password and editing the connection, but I can’t seem to get the connection ok, when I run test the connection, bb ftp account locks. Has there been a change in…
I have followed the instructions in Knowledgebase article 75198 to create a file of pledge payments with their GiftLink so I can see which pledge a payment was applied to. I have found that if a single payment was applied toward multiple pledges, the file I get from the Import only gives me one of those GiftLinks. Is there…
Hi all, I am trying to pull a query for a past fiscal year to see how many donors (and which ones, if possible) were recaptured in that fiscal year. I think it should be pretty standard but for whatever reason I am having trouble figuring out how to set it up. I am using the recapture dashboard for this current fiscal…
Hi All, I have a question about RE Query. Let me first explain our current process—we're using Luminate Online (LO) for email campaigns and Omatic Cloud as the bridge between Raiser's Edge (RE) and LO. As part of this process, we store the Luminate ID as an alias type in RE. For an additional sync process, we need a…
Can anyone share what scenario you use the Copy Link "to query" and not just the "to results" to share with another individual or on your quick links on the Home page. If you're in a query, why would you copy that link to a query? Thanks in advance!
I have done hundreds of appeal imports (to add that we sent an appeal letter to a constituent's record). Suddenly, RE is telling me every single record on my spreadsheet is rejected because "Record to update is for another constituent in raiser's edge." The constituent IDs are correct. If it were a few exceptions I could…
Hi everyone, my company had 31k constituents uploaded from a platform named Neon1. The data that was uploaded seems to have been simply uploaded but not in a clean, correct way. For example, relationships to organizations aren't linked, multiple profiles created for the same organization, or individuals linked to empty…
I'm working on some conversion rates in Power BI; one I recently completed was the close rate, which we define as the number of actions (with a type indicating a qualified prospect) divided by the number of funded opportunities. We realized early on that because a constituent can have any amount of both actions and…
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