What's New

This week, Raiser's Edge NXT released changes for customers as part of waved roll outs. The updates available to you are listed below. If you don't see any updates, don't worry! You'll receive them in a future wave.

To help you manage event details in web view, you can now set an event’s group, add an event’s location, and mark an event as inactive. Previously, you could only manage these settings in database view.

For more information about setting an event’s group and location, see Event Details.

For more information about marking an event as inactive, see Event Records.

To make it easier to find the query you need, we’ve introduced an advanced query search when you merge queries and under Options, Record processing in the query editor. For more information, see Query and Query Options.

Tip: For a full list of navigation changes, review Navigation Enhancements.

To make it easier to access features with more intuitive navigation, the menu has moved to the left side of screen and some features have been moved to new areas for accessibility.

Left navigation in Raiser's Edge NXT

You can now find features in the following areas:

  • Constituents — Constituent lists is now available from Constituents, where you can also access Data health and Duplicate management.

  • Gifts — Fundraising is now Gifts. You can access Gift management (now Gifts, Overview), Gift lists, Receipts, Acknowledgements, Giving statements, and Funds under Gifts.

    Tip: Gift batch entry is now accessible directly from Gifts in left navigation.

  • Communications — Marketing is now Communications, where you can now access Email and Workflow designer.

  • Online Giving — You can now access Online Giving to create Optimized Donation Forms and access your Standard Donation Forms. For more information, see Online Giving.

  • Portfolio — Work Center is now available from Portfolio, where you can also access Prospect insights, Action lists, and Opportunity lists.

  • Events — You can now view and manage events from Events, Overview.

  • Analysis — Query, Fundraising dashboards, and Dashboard builder are now all accessed from Analysis.

  • Settings — You can now find Control panel, System fields, and Tables under Settings.

Note: We’re releasing these updates in waves instead of deploying everything at once. When waves complete, we'll update the help content to reflect those changes.

Note: This What's New automatically appears after a new release so you know what's what. To receive this information as an email, subscribe to the blog.