The most recent content from our members.
Anyone run into one of these? Seems to only work on query when I have summary fields used. Support did not recognize the Job ID and has not been helpful in identifying a possible cause. Not sure the Job ID is helpful… An error occurred. Copy the ID and contact Support. Job ID: XXXXXXXXXX
How does everyone track grant periods in Opportunities? I am creating an Opportunities SOP with one of our grant managers and she mentioned it would be helpful to track grant start and end dates in Opportunities. There currently isn't a field existing in NXT, but it looks like an old database manager created a custom field…
A couple months ago, I imported birthdates to our constituent records. It appears, that for some, not all, the spouse record (both constituent and non-constituent) received the birthdate added to their record, as well. I've certainly got a cleanup project ahead of me. But the big things: I'm not sure where I went wrong or…
If you’ve ever thought, “there has to be a better way to do this in RE NXT/WV,” you’re not alone. I’ve compiled 20 RE NXT ideas focused on improving database management, reporting, and everyday efficiency. These address common friction points many of us encounter regularly. The Idea Bank depends on community engagement.…
Data Note: Phone numbers in NXT autoformat to an easy to read (XXX) XXX-XXXX for US. That is not necessarily how they appear in the raw data. They could be in any of the below options: (XXX) XXX-XXXX XXX-XXX-XXXX +1 XXX-XXX-XXXX 1XXXXXXXXXX XXXXXXXXXX The differences will cause Duplicate Management not to identify them as…
Hello, We would like to inactivate vendors in FE that we haven't used since before 2020. To do so, we tried to create a query but the parameters that we need such as last payment date or last transaction date are not options. What other parameters could be used to pull together this listing? Has anyone in the community…
Does anyone have a workaround for adding Participant Options to events in webview in bulk? If I'm understanding correctly, Participant Options is a webview only field that doesn't map to Participant Attributes in database view. This means that it can't be imported, right? I'm hoping there is some way I can avoid adding all…
I’m looking for insight from users of Omatic’s ImportOmatic and their newer Database Assistant tool. Looking for feedback on ease of use, ease of implementation, Omatic’s support, etc. as we are considering purchasing these tools. I have seen similar posts on this forum but most are a few years old so am looking for more…
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…
UPDATE: Thanks for all the help I've officially figured it out! I was a little confused with the import functions on database view but it has been sorted!! Hi! My organization just conducted a wealth screening of all of our constituents using iWave/Kindsight. We now have the estimated capacity range and likelihood ratings…
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