Constituent Creator in NXT

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Anna Hwang
Anna Hwang
Third Anniversary First Comment
in Blackbaud Raiser's Edge NXT®: General Discussion

Hello Community,

I am having difficulty finding where to see who created a constituent, and whether it's possible to assign a team member to a constituent on Raiser's Edge NXT?

I appreciate any help/insight!

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  • Marie Stark
    Marie Stark Community All-Star
    Ancient Membership 1,000 Likes 500 Comments Photogenic

    I don;t know if there is any way in the webview to see who added a contact. The contact would need to have a constituent record in order to assign a Fundraiser.

  • Anna Hwang
    Anna Hwang
    Third Anniversary First Comment

    Marie Stark:

    I don;t know if there is any way in the webview to see who added a contact. The contact would need to have a constituent record in order to assign a Fundraiser.

    Hello Marie, thank you so much for your reply, I appreciate it! Do you happen to know how to add a Fundraiser? I understand there is a tile for it, but I can't seem to figure out how to add a Fundraiser…

  • Marie Stark
    Marie Stark Community All-Star
    Ancient Membership 1,000 Likes 500 Comments Photogenic

    In the Fundraiser tab, click the + sign next to Assign, then search for the name, and add the date and type.

  • Deb Dressely
    Deb Dressely
    Ninth Anniversary 25 Likes 10 Comments Name Dropper

    In the Constituent summary tile, at the bottom in blue, View constituent properties. This will give you a pop-up with the details of who created and last changed the record.

  • Anna Hwang
    Anna Hwang
    Third Anniversary First Comment

    Deb Dressely:

    In the Constituent summary tile, at the bottom in blue, View constituent properties. This will give you a pop-up with the details of who created and last changed the record.

    Thank you so much Deb!

  • Jenny Marquardt
    Jenny Marquardt
    Ninth Anniversary 100 Likes 100 Comments Photogenic
    This is very helpful.. It is now so obvious yet I had not noticed it before.

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