My manager wants to personally call each donor who gave over $1,000 in a month. Is there a way to schedule a report for my manager that arrives on the first of each month listing all $1K and up donors from the previous month? It's easy to create the query or list, but I'm not sure how to automate sending the report on the…
Hi everyone, I’m looking for advice on streamlining our gift posting process. Currently, I’m manually updating each gift record by cross-referencing the BBMS Disbursement Transaction Report. It’s incredibly time-consuming to do this gift-by-gift. Does anyone have a workflow or tool to automate the posting of these gifts to…
Hi A user has asked if Custom Fields can be sorted newest to oldest, as currently the newest added get buried at the bottom of the list.. This could be done in database view, but in NXT it's just A-Z or vice versa. Can anyone suggest a way to do this, as users are beginning to suggest renaming their custom fields AAAAAAA…
Is there a way to give a user access to view existing dashboards created by others but not grant access to dashboard builder? I know in dashboard properties, I can restrict another user from making changes to existing. Due to how granular correctly reporting gift data can be there are some users we do not want to try to…
Have questions about the future of RE and the unified view you want to ask the Blackbaud RE Product Managers? After the May 5th and 7th PUBs, LMK what those questions are and then join my colleague LJ and me on May 8 to hear the answers. Register here for the 8th: https://blackbaud.registration.goldcast.io/.../fec95d34...…
Hi, I am working to create best practices and policies for my organization. We currently have many solicitors who are no longer working for the organization assigned to constituents and we are looking to create a clean way to pull give/get reports for Board members. Two questions: How do you determine who is a solicitor…
Good day, I am taking my first BB university classe on PA and on make.powerautomate.com I see five BB connections and none of them to RE NXT (see below). How can I fix this? Thank you.
I’m currently working on extending Raiser's Edge NXT beyond traditional fundraising and donor management to improve member engagement. The goal is to provide members with a mobile-accessible solution for event check-ins, benefits access, and identity verification. However, I’m running into a few challenges: Syncing member…
I have been using this tool to reduce our number of potential duplicates by merging or marking them as not duplicates, but I have an issue with three records. These three are marked as potential dupes, but the tool doesn't give me the option to either merge them or mark as not duplicates, it is just blank: I used the…
I'm very excited that fund relationships are now visible in web view! This was the largest hurdle holding up our staff from adopting web view as it is something our org uses substantially. The one thing I wish is that the Reciprocal value be visible on the Fund Relationship tile on the Constituent record as that is very…
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Ready to level up your digital marketing campaigns and boost supporter engagement? Join us for our next Partner Spotlight Series session on April 29 at 12:00pm ET featuring marketing engagement integrations for Raiser’s Edge NXT. In under an hour, you'll hear from three Blackbaud partners, each delivering quick 13-minute…
Registration is now open for Blackbaud’s bi-annual Product Update Briefings, happening May 5-7. These virtual sessions are tailored to provide you with the tools and insights needed to maximize the impact of your mission-driven work. By joining, you’ll hear from our product experts about the latest product features and…
Get a friendly, fast‑paced walkthrough of Blackbaud Development Agent—your new virtual teammate built to scale personalized donor engagement. In just 20 minutes, see how the agent prioritizes donors, crafts individualized outreach, and logs every engaging interaction into Raiser's Edge NXT, helping you increase mid‑tier…
Smarter Together: A Human‑First Approach to Agentic AI Why the smartest systems still need people Artificial intelligence is moving fast—and for nonprofit and social impact organizations, the stakes couldn’t be higher. As “agentic AI” enters the conversation, leaders are asking important questions: What does this…
Get a friendly, fast paced walkthrough of Blackbaud’s Development Agent — your new AI teammate built to scale personalized donor engagement. See how the agent prioritizes donors, crafts individualized conversations, and logs every interaction natively in your CRM, helping you improve donor cultivation without adding…
