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What is a tool, tip or trick you've discovered in web view that you love? It could be simple, could be a big feature - please share! Also, because I haven't bought my Halloween candy yet - what treat do you always stock your candy dish with (or steal from your kids) on Halloween? My favorite was always the full-sized…
For financial reconciliation we use standard reports that have adjusted criteria from month to month. To ensure accuracy and have a clean audit trail we've historically included the criteria summary page that's exported with the PDF report in DBV. It seems NXT doesn't have an option to include the criteria summary in the…
I applied several donations via webview batch to MANUAL recurring gifts a few weeks ago. The gifts changed to recurring gift pay-cash as expected. Found out weeks later the gifts are not actually linked to the recurring gift they were applied to and the recurring gift continues to show the payment as outstanding. It does…
We’re exploring how giving history should inform fundraising plans, and I’d love to hear how your organization thinks about it. When you’re looking at a donor’s giving history, what counts? How do soft credits and recognition factor in? What should or shouldn’t influence your pipeline and forecast? Take a few minutes to…
Hello, I saw there are older discussion related to Benevity gift recording and I have some inquiries myself to see if anyone has a better process or the tools being used from what our organization is currently doing for efficiency to record/import those gifts into RENXT. This is our process: Step 1, we manually record a…
I was asked by finance to unpost a gift that came in as a cash gift and apply it to the donor's pledge. While I could unpost in webview. I could not find a place on the gift record to apply it to the pledge in webview. Am I not seeing something? Anyone done this in webview? @Anthony Gallo
We are brand new to RE and still finding our way around. As we set up for our year end giving I created a standard donation form and an optimized donation form, to see which we prefer. We came to the conclusion to use both. The standard we can embed on our webpage. The optimized we will hyperlink in our communications.…
We're exploring moving our email communications to Constant Contact with the RE NXT integration. We've continued using Online Express in Database View because of ongoing issues with blurry images in RE NXT emails that haven't been resolved. Has anyone made the switch to Constant Contact? If so, I'd love to hear about your…
Hi everyone, we are an environmental organization based in Canada and we are using the Fundraise Up integration. Gifts made via Fundraise Up online forms are processed via batch on NXT. We noticed though that the gifts are not being automatically receipted upon approval of the batch. Has anyone had that issue and was able…
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Web View in Raiser's Edge NXT