Recent Discussions

Relevance
Sarah Jones
Hi everyone. Historically recurring gift payments have been added as one-time gifts in my institution. Going ...
Sarah Jones Category Data Entry 1d
Open for Discussion

@Sarah Jones Technically, you can apply a cash/one time gift to a recurring gift (it has to be unposted to do so and I ...

Beth Seale
I am trying to create a dynamic constituent query that contains a gift summary (total gifts that are equal to or ...
Open for Discussion

@Beth Seale
Mostly likely because of the way you are doing and/ or condition.

Post a screenshot of your total gift ...

Trina Sandler
I'm importing a new class and their families into RE. Does anyone know if there is a way to link shared addresses via ...
Open for Discussion

@Trina Sandler
looking at the address import section in dbview and did not find any field that can be used to ...

Ryan Moore
So as the newbie, finalized my first appeal - direct mail is out, funds are coming in, and … I can see the total… but can ...
Open for Discussion

@Ryan Moore If you go to the Appeal record, you can see some summary options where you can see a very basic graph ...

Susan Finlay
I'm trying to create a query to find Secondary Members without the constituent code. Does anyone query that has ...

@Susan Finlay I think you need to explain this a little better, but if you are looking for someone without a ...

joy crowe
How do we add a “pledge” option to our online giving form?
Open for Discussion

@joy crowe - If you're using an OLX form it's the “Bill me later” option. If you're using an NXT donation form, it is ...

LaVita Gunby
Our org received an annual trust summary stating that we are beneficiaries of the account. Although we are excited ...
LaVita Gunby Category Data Entry 10d
Open for Discussion

@LaVita Gunby Do you enter any planned gifts in your database? I think this is similar to those. I would not enter an ...

Sarah Jones
Heya. I work for a UK charity. When I go to Admin → Data Enrichment → Address Accelerator and select ‘update ...
Open for Discussion

@Sarah Jones You may not have this optional module. You would have to take a look at your contract or reach out to your ...