We enter gifts from donor advised funds on separate DAF org records that are soft credited to the individual record by adding an individual relationship on the DAF record. This used to work great, but now NXT is automatically reciprocating the checkbox for auto-soft crediting (creating a two way soft credit). Is there a…
Hey all, I've realized over the years we've had a lot of relationship records created with a lot of them being duplicates and some of them for people that now have constituent records. Is there any effective way to manage them by merging them? The relationship records still hold some relevant info like event participation…
I'm frustrated. I need to review every RSVP that comes from the event registration form. I submitted a case on 4/17 and still do not have the online data review. Our active event registrations forms are automatically adding new primary addresses incorrectly, and creating duplicates without constituent codes, addressee, and…
Between all of the options for security roles in database view and the simplified options in web view, I never feel like I know what someone is actually going to be able to see when they login to RE with varying permissions. I generally hop on a call with the person I'm trying to set up access for and we still rarely get…
We have been going through suggestions for how we can improve the supporter journey for our regular givers, including things like sending a card/letter when they reach certain milestones, sending an ask to uplift their gift after a certain time has passed. We would like to use Workflows to initiate this but need some help…
I'm wondering what others' best practices are for archiving old attributes and solicit codes that are no longer used. I'm concerned outright deleting them will come back to haunt me unless they're stored somewhere.
Hello Currently YMCA handle our bulk emails through MailChimp and the integration with SmartSync records the email history on the constituents record. How do we search on NXT for the details of constituents that received these emails, and hopefully donated, without having to import a mailing history file from MailChimp…
A week ago, our office could quickly scan the appeals module and see which of several emails were being used, when clicks occurred, what msgs bounced, etc. Sometimes we'd have to look at several pages since only five appeals are shown, but it was quick and easy. Now, in order to see this data, each appeal must be opened…
Our database lacks the Volunteer Module. We are struggling to track our board recruitment 'moves management' pipeline (stages 1–3, etc.) in one dynamic place. 'Opportunities' feels like a stretch, and custom fields/notes/actions are too clunky. How are other orgs adapting DBV/NXT to handle this effectively?
Hello! When RE is not operational e.g., NXT is down for everyone in the organisation, what is the best way to report this outage to RE. When going to Blackbaud chat, you are sent to a virtual agent who tells you to look at the status page - but what if the status page says all is operational, when it isn't! Furthermore,…
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