Netcommunity Go Live help needed

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Janice Linkous
Janice Linkous ✭
Ancient Membership Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
We are getting ready to go live with NetCommunity and need some assistance with the processing procedures for the NetCommunity Plug In on The Raiser's Edge. We are a school of about 65,000 living alumni. Could anyone with comparable alumni numbers please give us some information on how many office staff you have in Advancement Services and what positions in your Advancement Services (back office) area are responsible for the verification of transactions and pushing them into Raiser's Edge from NetCommunity? The areas we are working with currently are Sign Up Requests, Profile Updates, Donations and Event Registrations. Any procedure documentation or guidance would be most appreciated. Thank you!
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  • Julie Gibson
    Julie Gibson ✭
    Ancient Membership Facilitator 2 Name Dropper Photogenic
    You have the ability in the "Options" link within the NetCommunity Plug-in section of RE, to assign certain types of transactions (donations, events, sign-ups), payment types, donors with last name beginning with specific alpha ranges, etc. This helps tremendously with the splitting out of processing tasks across several RE admins.



    Depending on your transactions flowing in, you may need to alter how many admins you assign to the plug-ins. Starting with three for your quantity of living alumni is a good rule of thumb.



    Also, be sure the admins know to click the Options tab when bulk processing any of these types of transactions prior to sending to batch, to check the radial at the bottom for "reject profile info", as any line item edits (proper case from CAPS, spelling corrections, etc) will be overwritten otherwise.

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