January Challenge: What's your favorite product tip/trick?

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Crystal Bruce
Crystal Bruce admin
Tenth Anniversary Facilitator 4 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion

This month, we want to hear from you about your favorite product tip/trick that you use to make your work life easier and more productive.

Maybe you have a shortcut that saves you time, a feature that enhances your workflow, or a creative way to use our products that others might not know about. Whatever it is, we would love to learn from you and see how you use our products to achieve your goals.

To participate, simply reply to this post with your favorite product tip/trick and explain how it helps you. You can also comment on other members' posts and ask questions or give feedback.

The more we share, the more we grow as a community!

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Comments

  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    @Crystal Bruce - Running OLX transaction downloads through the “Bulk Processing” option enables you to keep your reviewed changes, with one additional step. Check out this post for additional information:


  • Dana Burton
    Dana Burton ✭
    Third Anniversary Facilitator 2 Name Dropper Photogenic

    @Crystal Bruce, I love having templates for data entry, pre-built queries to routinely check for constituent updates that were done incorrectly/missed, pre-built donor acknowledgement export for December gifts after January rolls around to automatically input YTD totals, but one of my favorites brings me back to the simple basics - shortcut keys!

  • Irene Hui
    Irene Hui ✭✭✭✭✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic

    @Crystal Bruce When creating an online event form, it's helpful to use participant attributes to gather info from registrants, such as how did they hear about the event, for medical professionals - their credentials and/or specialty.

  • Julie Hollyday 2
    Julie Hollyday 2 ✭
    Second Anniversary Name Dropper First Reply January 2024 Monthly Challenge
    9b72d67b0e4401c581c450c19212eb75-huge-so
    Soft Credit info in Query

    Learning how to deal with Soft Credits in database view and NXT is big for my team.

    In database view, when building a query, you can decide if you want to show the main donor information to the Donor (where the hard credit is applied), the Recipient (where the soft credit is applied), or Both. Just be careful with the BOTH option--don't use it for financial reporting as it will double count the gifts. This is also the spot to define whose info you want to see for matching gifts.

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