How does everyone track grant periods in Opportunities? I am creating an Opportunities SOP with one of our grant managers and she mentioned it would be helpful to track grant start and end dates in Opportunities. There currently isn't a field existing in NXT, but it looks like an old database manager created a custom field…
There's been an update with credit card transactions! According to the blackbaud article, "CVV will now become required for all credit card transactions with RENXT on February 2, 2027." Do we know if that means that existing current recurring gifts will need their CVV information updated in order for their transactions to…
We are using the Raiser's Edge NXT database and have a nightly backup file that includes NetCommunity-related tables. Most of the NetCommunity tables in the backup file start with BBNC. I was previously storing email data from those tables into our local table, and now I have been asked to store recurring gift data from…
We have significant concerns about this change as it relates to Canadian privacy laws, best practices, and donor accessibility, which we believe must be addressed before moving forward. Our organization operates under Canadian privacy legislation and industry guidelines that explicitly advise against collecting CVV…
We run Financial reports in database view that are easy to download into excel spreadsheet format and they download very quickly. I am trying to run these reports i RE NXT but am finding that the reports take so much longer to run and also I only have option to run as csv or pdf. CSV does not give me totals or headers. I…
I want to create a query that reflect donor month any year. For example, we send donorversary cards out every month for the donors anniversary gift. I wast to just show first gifts made in the month of April. But I can only create a query that reflects all gifts within the operator BETWEEN criteria. This shows gifts for…
In RE NXT (or RE 7), I'd like to build a query or report based on Opportunity Status History (Proposal Status History) to see how opportunities are changing over time, but I don't see a way to get there. Is anyone else doing this successfully and how are you building this type of report or query?
Kia ora team, We were just notified that CVV/CSC collection will be a requirement when processing credit card donations in NXT from Feb 27. I have a question - we have several Regular Gifts we process manually on the 20th of each month. Will I need to reach out to all of these donors to obtain this information before their…
Is the newly rolled out Constituent Forms in unified view now available here in Canada?
Hello! We are making the switch to Constant Contact for our emails. I do not want to use an admin account to initiate the integration, since I don't believe in providing complete security access to third party software. So I have made a dedicated user account to manage the integration, just as I've done in the past with…
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