Blackbaud’s Product Update Briefings are coming up November 18-20. These sessions highlight the latest updates and give a sneak peek at what’s coming next, including features based on ideas from our awesome community! Sign up today, watch the briefings, and let us know what you think, what got you excited, or any other…
We're utilizing opportunities for our grants tracking system in NXT currently, and are still new to all of the features. I know we're able to "link" to an opportunity through an existing pledge, but are we able to link a newly added gift that does NOT have an existing pledge established within the gift area on a record.…
We have a few thousand constituents with inactive phone numbers on their records - how do we go about getting rid of these numbers? I can see there is a plug in one could use but it seems so complicated. There is no way to do a global delete. We use Omatic but can't think how it would help. What would you do? Any thoughts…
The ability to send annual tax statements via email in NXT is an excellent and highly valuable feature. However, the current limitations around filtering and customization make it difficult — and in some cases impossible — for organizations with complex structures to rely on it as their primary method. For organizations…
We are just finishing up a multi-year $100M+ campaign. This campaign name has been used for all gifts in the past 5 years and will continue to appear on pledge installments and likely recurring gifts, too. We do not anticipate another comprehensive capital campaign for several years. So, what have you done or suggest we do…
In the General Ledger configuration, you can add the Check Number to the Reference Field to pull over to Financial Edge, but not the last 4 of the credit card number for credit card transactions. Have you found another way to pull in the credit card last 4 into FE? Are folks manually adding the credit card last 4 into FE…
When I attempt to merge vendors, I get the error below. Does anyone have any input on how to fix this error?
Is anyone else confused about why this is happening? Do you have a plan for February? https://fundraiseup.com/docs/nxt/
I've been working in Raiser's Edge for a very long time, but have been onboarding a new customer this summer and they are asking a lot of questions as they learn. They really stumbled over the idea that the queries needed for email needed to be saved as lists. I've just always known this to be the case, and it was the same…
Hi everyone, I’ve set up a Workflow Designer automation in NXT that sends an email to any new constituent who makes a gift. This workflow is currently built using constituent criteria rather than list criteria. For constituents who give directly through one of our donation forms, the workflow works exactly as expected.…
Hello! My organization uses one record named "In Honor Of" for any tributes that come in that are not a constituent. With the new matching in NXT for unmatched constituents, I'm struglling to figure out how to match them with that record, but since the honoree are thigns like "my students", I'm having trouble figuring out…
It looks like you're new here. Sign in or register to get started.