The most recent content from our members.
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…
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…
Hi there. I'm wondering if someone could help me with query directions to pull a query of loyal donors (consecutive giving of 2 or more years) including and up to 2025. Thank you.
Our organization uses Raiser's Edge for gift documentation within the development department. Our finance team recently onboarded to Financial Edge, but has not integrated with RE yet. Can any organizations in a similar position share their most efficient bank reconciliation process?
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