The most recent content from our members.
Hi everyone, I looking to get some hints on which endpoint I can use to pull the transactional data for giving against pledges in a daily basis or yearly basis. Which endpoint I can use it? How you guys link user id with constituent id, is there any endpoint that I can pull that data too. Thank you for any help.
Hello again, I am interested to know more about what platforms do you guys use to update constituent records other than linkedin, beenverified, whitepages and general web search. I have seen in certain cases these are not enough. Thank you
Hello, Can anyone provide solutions for how they tracking volunteers? My org was using Job assignments in the RE volunteer tab. A few years ago, we hit a block with adding new positions. We revisited this issue recently unsuccessfully finding a solution. Our volunteer positions have a year long tenure and sometimes longer.
How to generate an ROI report for Alumni Events/dinners? We do a couple of events around the year, and then Gift officers follow up with them for other interactions, which leads to gifts later on. Is there a way to track donations based on the engagement levels? If other organizations have done this, please advise on how…
Hello all, is there anyway to determine in Raisers Edge 7 the file storage locations for media that hasn't been embedded? I've searched through the database schema but I haven't had luck identifying possible fields, only embedded objects. Thanks!
Hi there! I would love it if anyone who manages RE for a larger, national organization might be able to provide some insight on how you use the County/Region tables in RE. Historically, most of our fundraising has been done in Florida; however, we are in the process of expanding nationally and stewarding donors in other…
Hi all, My organization is currently being encouraged to implement fund splitting, and I’m hoping to learn from others who have gone through this. From a fundraising perspective, I understand the appeal—splitting a single gift across multiple funds more accurately reflects donor intent. However, we’re running into a…
Hi All, In our Organisation, we are currently looking at importing some historic regular giving payments into our system* which were missed during a period of time where were switching from our previous CRM to Raisers Edge. For the most part, I have found that the import has gone through fine, but we are running into…
Perhaps this has been discussed previously, but I can't seem to locate a conversation on it. I did, however, find a couple of mentions in the Idea Bank…however there doesn't seem to be much concern (interest) in having Additional Add/Sal fields added in web view. Depending on the particular mailing going out, we rely on…
TIL that the Account Distribution report will not be migrating to web view and I am at a bit of a loss as that is a key tool for my monthly reconciliation. We are a small shop and our accounting software does not integrate with NXT, so I export the account distribution report to create my entries and include in my…
It looks like you're new here. Sign in or register to get started.