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We are currently implementing a diocesan-wide identification system and would like to associate a unique Diocesan ID with each of our donor records in Raiser's Edge NXT (RE NXT). We would appreciate your guidance on the best approach to implementing this, specifically: Custom Field Creation: How can we create a custom…
Hi team, I've started testing the process for entering recurring gift payments received through our bank account into batches and applying them to existing active recurring gifts. I've noticed that when I apply a payment to an existing recurring gift in Grid View, the campaign and appeal details don't appear in the batch…
We are trying to update the Donor Cover Label on our standard donation forms. In Settings, Tools, I have selected 'set custom label' and included the custom text including [amount]. However, I am not seeing the change on our donation form. Does it matter if a Designation is selected for Donor Cover? Does it also work if we…
I noticed that new JustGiving donors are not coming through "needs attention" under gift overview which allows me to update bio 1 info. Is there a reason for this? Are we supposed to enable P2P tile?
Hi Everyone, I have a question about the matching gifts. When is there going to be a training class for matching gifts on the webview? I see there is a class on matching gifts for the database view in the list of classes on the website. Can someone please get back to me on this? I need to go to an instructor class. Thank…
Hi everyone, If you joined our PUB earlier this year or attended BBCon, you may remember that we announced our first in-product Research Profile for RENXT: the Event Card. That work is underway, and we're now planning the next profiles we'd like to build for you. This is where I'd love your help. Many of you have created…
Seeking solution recommendations to this use case: We host curated events by intentionally selecting attendees who have strategic partners and connections. We need to track how this event and it's attendees result in various potential (new relationships, future engagements [events, fundraising], actual and future gift…
I don't know if I'm late to the party on this one, but as I'm switching over more of my processes to Web View, I discovered (to my absolute delight!) that I can add a valid from and to date when I add a solicit code to a constituent's record in Web View. How long has this been a thing? This is so awesome, I had to share.
We created Workflows to send emails to constituents, and would like our staff to be able to click the 'Apply Workflow' button at the top of an individual's constituent record (rather than configuring a Constituent List). However, I am having difficulty figuring out the Security Settings. These staff members will not need…
In our database, we have a lot of old funds that are no longer active. However, we have many donors whose last gift were given to a now inactive fund. Many times, my Annual Giving Director, uses the last gift fund when asking for a renewed gift or trying to get people to donate again. They are asking if we can have it…
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