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Just wondering, what does your organization do? What do you recommend?
I'm really confused as to how user security will work after DBV sunsets. User security in database view and security in web view are quite different, and I haven't seen any real conversation about how life will be with one set of permissions. I would love to update my documentation ahead of time, but as these new features…
If the husband is the primary on the record, and the wife does not have their own record- automatic constituent matching will create a new separate record for the wife, correct? Is there any way around this?
When we adjust the campaign, appeal, or package on a gift, we don't need to post the adjustment as it has no effect on our GL. In database view, I can set the post status for the adjustment to "posted" to keep it out of our posting process. I'm not seeing that ability in web view. Am I missing it? Is there a workaround?…
I've been asked to find our 50 wealthiest alumni (capacity, not likelihood). I'd love suggestions on the best way to do this. Which of the wealth ratings would be the best to use in the query, and how do I find that rating in the list of available fields in the query builder? There's a bizillion and have such similar names.
How are you bringing NXT data into Microsoft Fabric? What's working, and what would you do differently? We're looking to connect with organizations that are: • Using Microsoft Fabric with Raiser's Edge NXT • In the process of moving reporting and analytics to Fabric • Exploring Microsoft Fabric for future reporting and…
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?
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