The most recent content from our members.
We have significant concerns about this change as it relates to Canadian privacy laws, best practices, and donor accessibility, which we believe must be addressed before moving forward. Our organization operates under Canadian privacy legislation and industry guidelines that explicitly advise against collecting CVV…
Is an organization located in the US allowed to require the CVV in writing on a remit envelope?
I know this is going to trigger some database lovers, thinking of you @Joe Moretti 😉, but why is this the direction Blackbaud is going? A new What's New video just released yesterday for CFA records, linked below. I like the return to the "tabs" across the top, but I think it is still missing some essential customization…
Hi everyone, I’m looking for advice on streamlining our gift posting process. Currently, I’m manually updating each gift record by cross-referencing the BBMS Disbursement Transaction Report. It’s incredibly time-consuming to do this gift-by-gift. Does anyone have a workflow or tool to automate the posting of these gifts to…
We had to request a backup copy of our database recently for a deleted record. I'm trying to get back the attribute/custom fields. By process of elimination I was able to figure out 5 of the 10, but the remaining 5 have no text or comments in the fields only the Attributes ID and Attribute Types ID. Anyone have any magic…
I'm wondering what others' best practices are for archiving old attributes and solicit codes that are no longer used. I'm concerned outright deleting them will come back to haunt me unless they're stored somewhere.
Our database lacks the Volunteer Module. We are struggling to track our board recruitment 'moves management' pipeline (stages 1–3, etc.) in one dynamic place. 'Opportunities' feels like a stretch, and custom fields/notes/actions are too clunky. How are other orgs adapting DBV/NXT to handle this effectively?
Hi all - Just completed the conversion to NXT with the majority of the gifts set to automatically run on July 1. I ended up with 36 exceptions after the batches were created and I have no idea what the problem is. I moved all of the exceptions into 1 batch so that I could process the remaining gifts. For the exceptions,…
I have been using this tool to reduce our number of potential duplicates by merging or marking them as not duplicates, but I have an issue with three records. These three are marked as potential dupes, but the tool doesn't give me the option to either merge them or mark as not duplicates, it is just blank: I used the…
How has this been missed? I am creating a clean-up query project for inactive "phones" in NXT - and interestingly enough - even thouth the data is "recognized" in the NXT Query, it is not available in the Constituent Record. I have to open RE DB View in order to see the data. I realize that I don't use a FAX, but many of…
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