Happy Thursday! I'm cleaning up some GIK records today as several years ago, the people who processed our donations put the GIK description in the reference field, but our current folks put that info in the misc. notes field on the gift, which is mapped to our acknowledgement letters. I have found that the reference field…
Does anyone append the alumni/student year to the parent? Example Mary Cummings P'18,20 If so, any tips on how to configure the name field to autograb that information. Thanks,
I have changed some field name in RE database view. I did this because we weren't using the field and it was easier then trying to find it in the attributes tab. However, the new field names did not transfer to webview. Is there a way to change system fields names in webview? Thx!
I am trying to move my office over to using insights and dashboards, but they are reluctant. We are in the middle of a campaign with many financial nuances, and I can get the total recieved and committed dollars from my insight in NXT to match running a Gift Detail and Summary Report (GDSR) from RE. But the # of donors is…
Hi Austen! What are your best recommendations for database clean-up? I'm seeing a lot of issues like fundraisers not marking actions complete, the same phone number listed twice on the same record, and other inconsistencies.
Hey everyone! I'm excited to get started! Feel free to comment here or create your own topic under the “Ask an All-Star” section with your burning Blackbaud Raiser's Edge NXT® questions. Any and all questions are welcome! For those that don't know - I've been working in Raiser's Edge NXT for 12 years, Power Automate for…
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