Add a new fund in NXT

Amy Tingle

I am able to go in the database view of Raiser's Edge and add a new fund but can't seem to find the same option on the cloud-based view of NXT. Does anyone know if this is possible? Accessing the database view is cumbersome and only possible when I use my office desktop computer. Thanks in advance.

Kylea Johnson

@Amy Tingle correctamundo! Database view only. Funds are hilariously behind in RE NXT.

Amy Tingle

@Kylea Johnson Well, at least I can stop searching for a feature that doesn't exist! But how shortsighted of Blackbaud to not have that feature available in their “newer” product.

Austen Brown

@Amy Tingle - Web View is still being built out. If I had to guess, it is a feature that will be added in the future.

Joe Moretti

@Amy Tingle Face it, Blackbaud has been shortsighted in the whole process of RE NXT, 10 years in the making and far from complete. It is like buying a car with just the front wheels and eventually you will get the back ones.

Kylea Johnson

@Joe Moretti Seriously. Explaining to my boss how to get to a fund record in RENXT was embarrassing to say the least. Well… first you have to think of a donor you think might have donated to that fund… then find that specific gift… click into it… locate the fund name in the gift record… and click that…. it makes ME sound dumb because of COURSE that can't be the BEST way to find a record in a $$,$$$ database…..

Catherine Burns

@Kylea Johnson
I tend to use a Fund report instead of a donor record to get there but I feel your pain. The individual Campaign, Fund, Appeal reports are surprisingly useful but are too well hidden so most people don't know they exist.