I'm trying to figure out receipting in Unified View, and I have discovered that on the gift, even if you have generated a receipt, created a duplicate or replaced the original receipt with a new one, the 'receipt history' section shows 'no receipt history found'. I don't see anyone else in these posts highlighting this…
If you’ve ever thought, “there has to be a better way to do this in RE NXT/WV,” you’re not alone. I’ve compiled 20 RE NXT ideas focused on improving database management, reporting, and everyday efficiency. These address common friction points many of us encounter regularly. The Idea Bank depends on community engagement.…
I am exploring ways to streamline our data collection process for constituents without having to rely on them making a gift through online donation forms, or event registration form signups. Currently, we send a Microsoft Form to medical students before their graduation date so they can provide us with up-to-date info. We…
Hi Everybody! I am looking for some suggestions about the best form creation platforms that work well with Raiser's Edge, and am currently looking at FormAssembly and Jotform. Would love to hear people's experiences with those and other platforms. The native Raiser's Edge form does not allow enough flexibility with the…
Hi I am fairly new to Workflows. I want to create a workflow for recurring donors. 1st email for new recurring donors - Welcome or Thank you 2nd email for anyone who pauses or cancels recurring gifts 3rd email for failed payments Any help or guidance would be greatly appreciated. Thank you!
We have a few pledges entered years back representing expected/committed revenue at the time, but for various reasons they are no longer practically relevant and we do not want payments to be applied to these pledges or for them to appear in reporting/donor analysis. We do not expect payments from these donors, or if we…
We have a committee at school that will be selling lawn signs and pearl bracelet/earring set for seniors that the parents will purchase. I originally used a standard form and found that my additional fields (first name for the sign) did not transfer, nor did the specific items purchased. I was told to try an events form.…
what is the one thing you'd change? I have the rare opportunity to architect the RENXT workflow/coding for prospect id—>qualification—>portfolio assignment. I definitely have my own plan right now, but I wonder what others in this space wish they had implemented earlier. Thanks!
When posting gift batches from dbase view from RE to FE a temporary JE is created in FE that can be viewed and exported allowing for analysis prior to posting to FE. I have not been able to find a similar 'preview' feature for gift batches in RE web view. Sure I can look at the gift batch in RE web view gift posting and…
We made a deposit in cash receipts and the bank returned the check in error ,so they charged out account how do I post that entry?
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