I've been using RE for almost eight years. In terms of data cleanup, until now, my role has mostly focused on cleaning up records as instructed, when instructed. Recently, I’ve been given the responsibility of maintaining the overall data integrity of our database and be more pro-active about it. Beyond handling duplicate…
We sometimes get matching gifts coming in that don't have an existing matching gift pledge. Maybe someone didn't tell us that they submitted their gift to their employer for a match, maybe a payroll donation comes in via Benevity with the match already included. To the best of my knowledge, you cannot add a matching gift…
Hi. Has anybody who currently uses the BBLinks Plugin for JustGiving data imports managed to find a way of using the JG integration with NXT successfully? The NXT import is all donor centric rather than fundraiser so if a donor is anonymous it is hard to match gifts to event participants. Also long standing regular giving…
Hi All, Would love some advice on how to prevent previous addresses appearing on receipts. Firstly, am I following the correct procedure to end date an address by changing address type to Previous, adding a Valid Until date, and selecting red circle (Mark as do not mail). A Has no valid address alert automatically appears…
I would love to have a chat with someone who uses the RE NXT prospect module. I am looking at best practices someone is willing to share. Please email me - claudia@leuchie.org.uk - thank you!
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…
Hi, I'm new to queries. I'm working exclusively in RE:NXT. I'm visually impaired and require the ability to enlarge the font that the web front end provides. We're trying to send thank you notes to businesses who have donate items to our upcoming silent auction. I created a query that finds at gifts-in-kind we received our…
Will custom fields (attributes) be available for address type in the web view?
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.
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