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I'm running an impact report and pulling a gift summary to get cumulative giving totals. My criteria is 7/1/25–6/30/26, and I want anyone who has given a cumulative total of $1,000 or more within that date range. However, I'm getting results that include donors who gave within the date range, but whose overall cumulative…
In database view, on my home dashboard we currently have the ability to pin query results. It would be useful to have that in NXT - currently i can only have the link to my query. But I need access to the results as a form of tracking daily activity. Please see picture attached as example from database:
I'm working on transitioning more of my org's processes to Web View and noticed two things while entering a check batch in RE NXT Web View. Benefits wasn't available while creating batch templates but is available to add once I'm in a batch. I tried searching for it while creating a template, but it wasn't there. Am I…
It seems that in RE NXT, when you look at gift history of a donor, you can only view Fund Description as opposed to Fund ID. Does anyone know if that can be changed in RE NXT?
Hi All, We are in a capital campaign and have some volunteer committee/board solicitors. Right now, we add them as a solicitor in RE7 database view. When we tested adding them as a fundraiser in NXT/webview, we noticed that you cannot add someone as a solicitor without setting them up as a user. We do not want these…
I haven't been able to figure out if it is possible to import scholarship recipients as a fund relationship to the scholarship funds. I attended a BBCon session last year about a way to create a custom field import, and that was really helpful, but now that Fund Relationships are visible in WebView, I would prefer to be…
Has anyone tried to link a gift to an event registration directly in grid batch? I tried linking a gift to an event for grid batch and it seems like it links the person and $$$ to the coordinators record instead of the event. Am I doing something wrong?🤔
I am testing the new membership forms, and when added to my website the boxes are huge. I don't use the display description section, is there a way to remove this and maybe the box would get smaller? the size of the box looks very large, especially compared to standard forms boxes with giving levels listed, thanks!
Hi! I am wanting to share something we learned today that may benefit others if you ever have this scenario. From time to time we get a payment for a pledge from a donor advised fund constituent even though the actual pledge lives on another gift record. In NXT we didn't think we were able to link given that scenario, but…
The change made to grey-out/lock information in gift batches from 3rd party that went into play this week is not acceptable. Specific problems: Receipt Amount & Receipt Number This is a huge problem from Canadian entities, and third-party giving platforms. Any optional fees paid by the donor are being locked and coming…
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