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 give you more control and flexibility over your fundraising efforts in web view, now you can add new campaigns, edit existing campaigns, view a list of campaigns in a searchable format, and delete campaigns. For more information, see Campaign management.

To organize and track your fundraising appeals in web view, now you can add new appeals, edit existing appeals, view a list of appeals in a searchable format, and delete appeals. For more information, see Appeal management.

Based on your feedback, you can now manage custom fields on the event record in web view to help you track event information. For more information, see Event Records.

Note:  In the database view, custom fields appear as attributes.

To help you manage your organization's business processes, you can specify two processing days for donors to choose from when they give recurring gifts. When you create or edit a Standard Form with recurring gifts, under Form, select Click to edit over the gift amounts. Under Recurring, configure how and when to process the gifts. For more information, see Configure gift types.

Let donors choose their recurring gift processing days or you choose them for your organization

To provide donors more ways to give, you can add pledges to Standard Donation Forms. From Online Giving, Overview, create or edit a Standard Donation Form. From Get started select Pledges under Gift types. To learn how to create a Standard Donation Form and configure gift options, see Standard Donation Forms and Gift Options.

To save time processing pledge payments, now you can add pledges paid with credit and debit cards in the web view. Previously, you could only add manual pledges which did not have a payment method. When you add an automated pledge, from Home, New, Gift, or a constituent record, select credit or debit card under Payment method. For more information, see Pledges.

To make it clearer who initiated a change and to provide more information about the change, we enhanced the descriptions for the following action types:

  • User deleted — we now indicate if the user was removed due to 90 days of no activity after access was initially granted.

  • BBID name or email address changed — we now indicate if an organization's identity provider initiated the change and if the change obfuscated data to remove personally identifiable information when the account was deleted.

For more information, see User and Role Audit History.

To track accountability of gifts and streamline processes, you can now easily post gift batches to General ledger to transfer gift information directly to Financial Edge NXT. For more information, see Gift Posting.

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.