The most recent content from our members.
Hi Everyone - I am trying to develop a step by step procedures guide for NXT. All is need is basic constituent changes and updates - aka steps to update an address, marking as lost, deceased steps etc. I am trying to incorporate the "NEW" way of making these changes which is so much easier. aka - mark someone as no valid…
Blackbaud team, we are just organizing a development team. We have an aged gift acceptance policy. Is there anyone out there that would be willing to share their current policy so I can use as a resource reference only. If so, thank you and please send to Barbara@jamesturrell.com.
Dear colleagues. I know this has been posted many times, but I would be grateful if someone would be willing to share their policy/procedure for database and/or web view Raiser's Edge. My org. just transitioned to RE and I am charged to develop this. Many thanks in advance! douglas.manigault@bgcsm.org
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Hello! I working with my organization to document our process for Planned Gifts. It has become pretty clear that different folks with different perspectives have Thoughts about how to do this, so I am looking for some opinions other RE NXT users on Planned Gifts. Has anyone else used Opportunities to document planned…
For anyone interested, I have uploaded a few of my Policy and Procedures PDFs to Keep & Share if you'd like to view/download them as there have been multiple requests. Note: I will continue to add new P&P there as I meet with others and type them up. ? You can view them here. These are meant to be a guideline for you to…
Greetings. Has anyone created a document to guide staff on how to properly enter transactions, constituents, etc. in NXT that they'd be willing to share? I've seen some here for Database entry, but not NXT. I'm looking to create an SOP document for my team and hoping not to have to start from scratch. Thanks. Len
Do any one have a example of the policies and procedure manual I can use Raiser's Edge NXT.
Edited for new link and explanation I understand there has been difficulty for many when trying to access the Dropbox link I originally included. Turns out I quickly and easily hit the limit for the free version of Dropbox and have struggled with how to share the library ever since ? So I gave in and created an account for…
Hi Everyone, I know there have been numerous requests for examples of documents that people have created related to Business Rules/Policies and Procedures. I'm new to my organization and am going to be creating this - would love to see what others have created so I'm not reinventing the wheel. If you would prefer to send…
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