What's Recent 2020

To help protect donor information, notification emails no longer include personally identifiable information. Instead, you can now select a link from the email notifications to view who submitted gifts from a donation form. Under Recent donations, the list displays each donor’s name, email address, and gift amount. To view the donor's contact information, select the gift amount if it's approved in a batch. From the gift's record, select the donor's name. For more information, see Donation Forms.

To help keep your data tidy, you can now delete events in web view. Previously, you could only delete them from the database view. From the event's menu in the list of events, select Delete.

Tip: Before you delete an event, remove all participants associated with it, such as those you added for testing. Also, remove links to the event’s online registration forms from marketing materials and external websites.

To help manage email information, you can now transfer Email history details when you merge constituent records. For example, if you inadvertently create two records for the same person, merge the newer record with their existing record to include all the emails you sent to them from Raiser's Edge NXT.

In Tools, Data health, select the number of Possible duplicates to review a list of constituents Raiser's Edge NXT automatically identifies as potential matches. From the list, compare the details between two records and then merge them if they represent the same constituent.

Note: You can also merge a record into another directly from a constituent’s record. If you know the record is a duplicate, select Merge into another record to search for a target record and complete the merge.

For more information, see Email History.

To simplify the experience of refining criteria to apply to your lists, you will now be able to pick filters to narrow down your results, set default filters so that each new list appears with your most used criteria, and quickly clear filters and filter values.

To select filters, select Choose filtersand mark or clear the checkbox next to the criteria of the records to work with then select Apply changes.

Tip: To select filters that always appear at the top of the list when you open a new list, you can set default filters. Select the checkboxes next to the filters you wish to make default and select Set as default filters. If you choose not to set default filters, then commonly used filters based on the list type will appear at the top for you to easily set values for.

When you apply filters, they appear at the top of the list. Select the filter to choose its values then select Apply filter.

To reset a value for a specific filter, choose the filter at the top of the list and select Clear filter. To reset all filters to their original values, select Clear all values and confirm that you want to remove the values you selected.

Note: No filters will be removed from your list, just the values you applied.

In addition to a simplified filter experience, we’ve also made updates to individual filters to make them more robust:

• You can now specify the last amount of days to filter by when you apply Gift date and Post date. Previously, you could only select to filter on the last 7, 90, or 365 days.

• When you filter by Age, you can now narrow constituent records by more options. For example, you can now choose to view records of constituents who are equal to or greater than 18 years old. Previously, you could only filter constituents within a range of years.

• If you select to filter gifts by Batch number, you now have more options for which gifts to include. Previously, you could only include only gifts that started with or were equal to the number you entered.

For more information, see Lists.

Notifications are now available to highlight information about long-running background tasks such as large list exports. When tasks complete, a popup message briefly appears on the page, and an item appears in the new notification bell icon in the top navigation.

Note: Notifications are currently only available for select tasks. In future releases, we’ll include them with more capabilities.

With an active Deceased Finder subscription, you can track the overall health and accuracy of your database and manage automatic updates to help ensure good data hygiene.

To help ensure the accuracy of deceased constituent records, you can now enable Deceased Finder to run automatically. When Deceased Finder runs, it compares your data against the Social Security Administration (SSA) death benefits database and other sources and returns any records in your database that may be marked as deceased. For more information, see Deceased Finder.

To enable Deceased Finder, in Tools, Data health, select Get started under Deceased Finder.

To review the individuals Deceased Finder identified, select the Total records total. From Finder Results, you can work through the list of constituents to mark as deceased or remove them from the results. For more information, see Deceased Finder Results.

Tip: To choose who should manage Deceased Finder or only view its results, set their Tools role in Control Panel, Security. For more information, see Data Health Rights.

Note: Want to get started on good data hygiene? With Address Finder, view detailed information returned from your database’s submission to the service and update incorrect or out-of-date address information. For more information, see Address Finder.

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Because events can only include a constituent's record once, now when participants register guests online for events, Raiser's Edge NXT checks whether the guests are already event participants. If they are, their records are updated depending on their current statuses.

For example, if a company purchases a ticket for a person who’s already registered, Raiser's Edge NXT creates a named guest record for them in the company’s party so you can determine how to apply the duplicate registration. Previously, guests with existing records were always added as unknown guests (without contact information) of the host participants who registered them through forms.

For more information, see Guest Matching.

Note: These improvements only apply to new online registrations going forward and won't update existing participants who already have unnamed guest records.

To help you better track gifts from JustGiving, several improvements are now available:

• From Control panel, Settings, JustGiving integration, you can set default values for Package, Receipt status, Acknowledgement status, Acknowledgement letter, and Gift subtype. Previously, you could only set defaults for Campaign, Fund, and Appeal. Also, to help you quickly find fields, the default settings are now organized into tabs.

  

• From Edit, Settings overrides, you can now set a default for Package when gifts are donated to specific campaigns.

• When donors give anonymously, the integration now attempts to identify matching constituent records in Raiser's Edge NXT with whatever information donors provide (such as their email address). If a match is found, the gift is applied to the constituent. Otherwise, the gift is applied to an anonymous constituent record.

  Note: Donations given anonymously from the United Kingdom are always applied to an anonymous constituent record.

• If a donor selects to cover the platform fees in JustGiving, the donation amount in Raiser's Edge NXT now includes both the original amount plus the fee.

For more information, see JustGiving Integration.

To help track how responsive a constituent is to your marketing and fundraising efforts, you can now view messages you send to them from Raiser's Edge NXT on their record under Email history. Previously, you had to open individual messages in Email to confirm which constituents you sent them to. For more information, see Email History.

Note: Only messages sent from Email and Workflow designer appear under Email history. Other types of messages, such as email confirmations, don’t appear in the list. You can view messages sent since March 30, 2020.

Now when you enter named guests in Events, you can include their preferred names. Previously, you could only enter their first and last names. Preferred names further identify guests and help you to personalize event materials such as name cards.

To enter a preferred name for a named guest, open an event record. Under Participants, select Work with participants and select Add guest from a participant’s menu . Next, select Add, Named guest and enter their informal name in the Preferred name field.

You can also now include preferred names in exports. To generate a file which includes them, select Export above the participant list and then select Download file when the export completes.

Note: In the database view, preferred names are called nicknames.

Now when you add participant options with lists of values to an event, you can sort the values so they appear in order when you add them to online registration forms. For example, if you include XS – 3 XL as values for t-shirt sizes, you can now arrange them from smallest to largest. Previously, they always appeared in alphabetical order.

From Events, open an event record. Under Participant options, add an option and select List as the input type. Next, add the values and drag and drop them to rearrange their order.

It's now easier to upgrade your training subscription with Blackbaud University. As of October 14, 2020, Blackbaud Raiser's Edge NXT customers can upgrade to a Learn More subscription to access over 100 on-demand and virtual instructor-led courses at the push of a button. Interested in upgrading to a Learn More subscription? Click here to receive your custom price and start training today.

Already own a Blackbaud Learn subscription for Raiser's Edge NXT? Visit BlackbaudU to browse your full training curriculum and start taking classes from anywhere at anytime!

Now all Raiser’s Edge NXT customers can create and manage basic events in web view. Previously, Events was only available for those with Events Management in the database view.

From the web view you can:

• Add events and manage details about them, such as when they take place.

• Add and manage participants and their guests.

• Mark attendance.

• Set prices and accept cash, check, and credit card payments.

Accept online registrations for one-time single ticket events.

• Track custom information about participants, such as meal preferences.

For more information, see Events Tasks.

Note: Customers with Events Management can also use advanced features in database view to manage other aspects of their events, such as seating, sponsors, and expenses.

Tip: Admins! To enable users to access Events in the web view, add them to an event role in Control panel, Security. For more information, see Events Security.

To help track changes to records, you can view properties such as who created or edited them (and when) and the record IDs. From a constituent’s record, under Constituent summary, you can now select View constituent properties to access these details in web view. Previously, you could only view them from database view. For more information, see Summary.

Note: All users with permissions to view constituents can access constituent properties.

To directly send donors to a donation form, now you can copy a form’s URL and paste the link in an email if you don’t have a web page to embed the form on. From Tools, Donation form designer, select Share URL from a form’s menu . In addition, when you add or edit a donation form, copy its URL under URL for form in Publish. For more information, see Donation Forms.

To simplify the experience of refining criteria to apply to your lists, you will now be able to pick filters to narrow down your results, set default filters so that each new list appears with your most used criteria, and quickly clear filters and filter values.

To select filters, select Choose filtersand mark or clear the checkbox next to the criteria of the records to work with then select Apply changes.

Tip: To select filters that always appear at the top of the list when you open a new list, you can set default filters. Select the checkboxes next to the filters you wish to make default and select Set as default filters. If you choose not to set default filters, then commonly used filters based on the list type will appear at the top for you to easily set values for.

When you apply filters, they appear at the top of the list. Select the filter to choose its values then select Apply filter.

To reset a value for a specific filter, choose the filter at the top of the list and select Clear filter. To reset all filters to their original values, select Clear all values and confirm that you want to remove the values you selected.

Note: No filters will be removed from your list, just the values you applied.

In addition to a simplified filter experience, we’ve also made updates to individual filters to make them more robust:

• You can now specify the last amount of days to filter by when you apply Gift date and Post date. Previously, you could only select to filter on the last 7, 90, or 365 days.

• When you filter by Age, you can now narrow constituent records by more options. For example, you can now choose to view records of constituents who are equal to or greater than 18 years old. Previously, you could only filter constituents within a range of years.

• If you select to filter gifts by Batch number, you now have more options for which gifts to include. Previously, you could only include only gifts that started with or were equal to the number you entered.

For more information, see Lists.

To help track how responsive a constituent is to your marketing and fundraising efforts, you can now view messages you send to them from Raiser's Edge NXT on their record under Email history. Previously, you had to open individual messages in Email to confirm which constituents you sent them to. For more information, see Email History.

Note: Only messages sent from Email and Workflow designer appear under Email history. Other types of messages, such as email confirmations, don’t appear in the list. You can view messages sent since March 30, 2020.

To comply with the latest security standards for software, opportunity records were recently upgraded.

On opportunity records, we removed the timeline and condensed the opportunity’s status history into a flyout. Also, custom display settings you saved — such as moved or collapsed sections — were removed and set back to their defaults. To reset them, simply arrange the information again. Opportunity records save your display settings, so you only need to reset your preferences once. For more information, see Records

To help track how responsive a constituent is to your marketing and fundraising efforts, you can now view messages you send to them from Raiser's Edge NXT on their record under Email history. Previously, you had to open individual messages in Email to confirm which constituents you sent them to. For more information, see Email History.

Note: Only messages sent from Email and Workflow designer appear under Email history. Other types of messages, such as email confirmations, don’t appear in the list. You can view messages sent since March 30, 2020.

To add a consistent look and feel to your donation forms, you can now adjust the font size and color on the consent option buttons for the Consent component. From Tools, Donation form designer, add or edit a donation form. Under Form, select Style, Consent buttons in Form designer and change the font size and color to match your organization's branding style. For more information, see Donation Forms Style.

Building on recent improvements to highlight payment information in Events, new and updated columns are now available for you to include in participant lists.

• Donations — Displays how much each participant donated toward the event.

  Note: Donations include payments entered in web view that are larger than the registration fees. They also include gifts added to a participant in database view over the registration fees, or as donations.

• Revenue — Displays how much each participant paid toward the event, such as donations and registration fees.

• Registration fees — Now shows how much participants have left to pay towards their fees. Previously, the column displayed how much participants already paid rather than their balances.

To include the columns, open an event record. Under Participants, select Work with participants, and then select Columns.

Also, you can now narrow the list based on whether participants paid their fees, such as to send reminders. From the participant list, select Filters, Fees and payments, and then choose who to include.

From Blackbaud Marketplace, you can now use the Blackbaud Raiser's Edge NXT certified connector for Microsoft Power Platform™ to create unique solutions with yourRaiser's Edge NXT data. You can use the connector to automate processes with Microsoft Power Automate™ and build low-code mobile or web apps with Microsoft Power Apps™.

Interested in learning more? Get started with our initial setup tutorial or attend one of our webinars on September 1st or September 3rd, 2020.

To better plan for events, you can now use the new RSVP status field when you add or edit participants. The new field replaces the Registration status field and includes this expanded list of options:

• No response

• Attending

• Declined

• Interested

• Canceled

• Waitlisted

• N/A

Previously in web view, you could track invitations and registrations, but not responses. With this change, participants marked as Registered and Not registered are now Attending and Declined, respectively. For more information, see RSVP Status.

Also, to help you easily compare invitations and responses before an event to the actual turnout afterward, additional totals appear under Participants on an event record. Each total opens a pre-filtered list of participants you can use to follow up, such as to send reminders.

For more information, see Participants.

To help maintain standards in your database, you can now choose whether to mark new addresses as primary when existing constituents enter them through donation or online registration forms. For example, if your organization spells out words such as Street or Lane and a constituent enters an abbreviation, duplicate detection identifies the difference as a new address. Previously, forms marked all new addresses as primary. With this new option, you can choose to leave existing addresses that are properly formatted marked primary and save new addresses as additional information on constituent records.

To change the default setting, from Tools, Settings, under Address mapping, clear Mark new addresses for existing constituents as primary. For more information, see Form Settings.

Note: Regardless of the option you choose, the first address for a constituent is always automatically marked primary.

To comply with the latest security standards for software, many areas of the codebase for Raiser's Edge NXT were recently upgraded. Although most of the changes won’t affect anything about your experience, you might notice some differences.

On constituent records:

To comply with the latest security standards for software, opportunity records were recently upgraded.

On opportunity records, we removed the timeline and condensed the opportunity’s status history into a flyout. Also, custom display settings you saved — such as moved or collapsed sections — were removed and set back to their defaults. To reset them, simply arrange the information again. Records remember the changes, so you only need to reset your preferences once. For more information, see Records

To help you more quickly address duplicate constituent records, you can now merge a record into another directly from the constituent record you are viewing. When you see a record that you know is a duplicate, you can select Merge into another record to search for a target record and complete the merge. Previously, you could only do this by reviewing the records under Tools, Data Health.

For more information, see Possible Duplicates.

To easily communicate with your constituents, you can now create a workflow to send an automated series of emails from Raiser's Edge NXT.

From Marketing, Email, select Create an email to design a message to use in a workflow. When you finalize the email, under Set the purpose, select Use this email for a workflow and then publish it so that it's available in Tools, Workflow designer. For more information, see Workflow Designer Email.

Next, create a new workflow from Tools, Workflow designer, select Add an email for one of the steps, and choose the email you published. After the steps and conditions are final and you’re ready to send the first email, activate the workflow.

From Tools, Workflow designer, you can then monitor performance:

• To view how many people met the criteria for the workflow, select its name.

• To view statistics, such as how many emails bounced, select View workflow from the workflow’s menu , then select View stats on an email step.

For more information, check out this video or see Workflows.

In Events, to better highlight whether payments are for registrations, donations, or both, a new Payment type column appears under Fees and payments on participant records. The column replaces the Applied amount and Contribution amount columns under Payments so you can clearly view how each payment pertains to the event. For more information, see Fees and Payments.

Note: To view the details that previously appeared in the Applied amount and Contribution amount columns, select the payment amount to open its gift record.

With Report builder, you can design and manage insights and dashboards to dig into your data and help you make decisions.

When you compare your insights and dashboard results to a report or static query in database view, you can now apply and view attributes to analyze by record ID. This ensures that the sets of records you compare are in agreement, such as the same campaigns or funds, and that you’re comparing equivalent data.

From Analysis, Report builder, Insights, the attributes you can now use include:

• Appeal record ID

• Campaign record ID

• Education record ID

• Fund record ID

• Gift split record ID

• Package ID

For more information, see Insights.

To help narrow a list of constituents, you can now filter out records to exclude spouses who are not marked head of household.

From a constituent list, under Lists, Constituents select Filters, Constituent basics. Under Constituent characteristics, select Include heads of household only, and then select Apply filters.

Note: The list will still include constituents who aren't married or have spouses who aren't constituents.

To help you accommodate donors' requests to make changes to their recurring giving, you can now amend a recurring gift in the web view! Amendments let you add and track changes to a recurring gift’s details over its lifetime.

You can amend a recurring gift from its record:

• To upgrade or downgrade the gift, select Amend gift amount from the top of the record, then increase or decrease the amount.

• To edit the payment information for the gift, select Amend under Payment information, then enter the updated information.

When you amend a gift, details about the change, such as any previous values and amended values, appear in the recurring gift’s history. Any changes you make apply to future installments; recurring gift payments that have already been processed remain unchanged. For more information, see Recurring Gift Amendments.

Note: In future releases, you’ll be able to add other types of amendments through the web view, such as to update a recurring gift's payment schedule.

To help you further customize the look and feel of your insights, you can now adjust the number format of measures you add to Measures from Analysis, Report builder. You can configure your own custom number formats from templates or select from predefined number formats. For example, you can select to use round numbers, display currency, specify colors, and more.

Note: The format you select only applies to the measure or attribute in your current insight.

For more information, see Measures and Counts.

To comply with the latest security standards for software, many areas of the codebase for Raiser's Edge NXTwere recently upgraded. Although most of the changes won’t affect anything about your experience, you might notice some differences.

On constituent records:

• Now when you add actions, some fields appear under new Attachments and Custom fields tabs. Previously, all the fields appeared on a single screen. Also, you no longer need to select past or future when you enter the details of an action. You only select the action's date.

  Note: These changes also appear when you add actions from Work Center, Lists, or opportunity records.

The following changes are releasing in waved roll outs. If you don't see them yet, don't worry. You'll receive them in a future release.

Also on constituent records:

With an active Deceased Finder subscription, you can track the overall health and accuracy of your database and manage automatic updates to help ensure good data hygiene.

To help ensure the accuracy of deceased constituent records, you can now enable Deceased Finder to run automatically. When Deceased Finder runs, it compares your data against the Social Security Administration (SSA) death benefits database and other sources and returns any records in your database that may be marked as deceased. For more information, see Deceased Finder.

To enable Deceased Finder, in Tools, Data health, select Get started under Deceased Finder.

To review the individuals Deceased Finder identified, select the Total records total. From Finder Results, you can work through the list of constituents to mark as deceased or remove them from the results. For more information, see Deceased Finder Results.

Tip: To choose who should manage Deceased Finder or only view its results, set their Tools role in Control Panel, Security. For more information, see Data Health Rights.

Note: Want to get started on good data hygiene? With Address Finder, view detailed information returned from your database’s submission to the service and update incorrect or out-of-date address information. For more information, see Address Finder.

Tip: Don't see this feature? No need to worry. If all goes well based on feedback and usage, expect its wider release in a future update.

The new Blackbaud App Marketplace features applications by Blackbaud and Blackbaud partners that enable you to extend the functionality of your Blackbaud solutions. All Blackbaud environment users with a Blackbaud ID can access the new App Marketplace to browse what’s available. Admins can still access the Applications page from within Raiser's Edge NXT to manage connections, including manually adding apps that aren’t in the App Marketplace. Also, the Applications page will now only show apps that are compatible with Raiser's Edge NXT.

Quickly navigate to the App Marketplace from the Solutions menu in the upper left of your Blackbaud-ID supported solutions, or access it directly.

Key features include:

• It’s easier to discover solutions that will benefit your organization.

• Filters help you find which applications are compatible with your Blackbaud solutions.

• Enhanced security ensures only admins can connect or disconnect applications.

• See at a glance which applications are connected to your Blackbaud environment.

• Get updates when new applications are added!

Ready to learn more about an application? In the App Marketplace, select an application card to see key highlights, support links, and contact the application owner for more information.

To help compare and analyze data across events, you can now export and download your organization’s list of events to a spreadsheet application — such as Microsoft Excel or Google Sheets — as a comma-separated values (CSV) file. For example, download the list to report on revenue across events.

From Events, select Export. When the export completes, select Download file. For more information, see Events Tasks.

To further streamline event setup in web view, you can now manage event categories in Events. For example, add categories for golf tournaments or annual fundraisers and choose them from the Category field when you add events. Previously, you set up categories as event types in the database view.

From Events, Events settings, select Event category, Add. Next, enter the name of the new category and choose whether it’s currently active. For more information, see Events Settings.

Note: To limit access to Events settings, use the new Settings permission for event roles from Control panel, Security.

In response to customer feedback, the online registration form in Events now only adds a constituent record for a guest when their contact information matches an existing constituent. Otherwise, the form creates a named guest record. Previously, the form added constituent records whenever a named guest’s information didn’t match existing constituents, or when it matched multiple constituents.

To prevent duplicate constituent and guest records, configure your registration form to check for existing constituents. From Events, under Online registration forms, edit an existing form or create a new one. Under Form, Form designer from Registrant details, drag either Email or Phone to the form. For more information, see Constituent Matching for Participant Records.

To help you identify households more easily, you can now manage who is a head of household in web view. Previously, you could only do this in database view. On a constituent's record, you now view if the individual or their spouse is identified as head of household.

In addition, you can view who the head of household is under Relationships, and make edits. When you edit a relationship, you now have the opportunity to select head of household options.

Note: If one spouse isn't a constituent, you can't mark either of them as head of household.

For more information, see Relationships.

In Email, you can now delete images associated with draft and sent messages. Previously, you could only remove images you hadn’t used.

To tidy your image gallery, from Marketing, Email, open an existing message. Under Create your content, select Edit in an image content section and then select Choose an existing image. From the gallery, select Delete from the menu for the images to remove.

Note: Images you delete from the image library still appear in the messages where you previously added them.

To simplify terms in Events, prices are now called fees. Previously, events used both prices and fees to refer to the charges participants pay for events.

Building on recent improvements to events, you can now edit fees in web view. Previously, you could only update them in the database view.

From Events, add or edit an event. Under Fees, select Edit from the menu for the fee to change.

To streamline event set up in web view, you can now add descriptions — known as participation levels — for how participants are involved in your events. For example, add levels such as child participant or couple, and choose them from the Participation level field when you add or edit participants.

From Events, Events Settings, select Add in Participation levels and enter the name of the new level. Previously, you could only configure the levels in the database view from the Participation category in Tables under Configuration. For more information, see Events Settings.

From the email designer, you can now preview the format and font styles you apply to merge fields for all messages including new, existing, and copied versions. Previously, you could only view styles for merge fields in sent messages.

To help you easily identify event participants, participant records now include their profile pictures from constituent records. If a participant doesn’t have a profile picture, their initials appear.

From the participant’s record, you can add, update, or delete their profile picture or expand it to view the full image. For more information, see Participant Records.

You can now quickly open a list of the registered, attended, or invited participants for an event. From Events, select the total in the Registered, Attended, or Invited column to open a pre-filtered list of the event's participants.

Note: To open these participant lists, you must have security rights to view participants.

In response to customer feedback, when you export a list of event participants, all name fields — including First, Middle, Last, Preferred, Former, Title, Suffix, and Class of (if you use Alumni Tracking) — now appear in separate columns in the CSV file. This change makes it easier to sort exported participant lists by name.

To help you more quickly address duplicate records, you can now merge a pair of records under Tools, Data Health. When you view the list of possible duplicates, you can now select Select records to merge and search for a source and target record. Previously, you had to review the records before you could merge them.

This can be useful if you know for certain that two records are duplicates and don’t need to review each record individually. For more information, see Possible Duplicates.

To provide a more complete view of a constituent's giving, you can now view unapproved gifts under Giving history on a constituent’s record. An alert appears when the constituent has gifts pending approval in a batch. To view the batch number associated with an unapproved gift, select its alert in the list. For more information, see Giving History.

Note: Gifts in unapproved batches in the database view do not appear under Giving history.

To help further narrow down your list of gifts and constituents that need receipts, you can now filter by a specific date range in Gift receipting and Consolidated receipting. You can also find which gifts have receipts issued in Gift receipting, under Receipted. For more information, see Gift Receipting Filters and .

JustGiving fundraisers spread your organization's mission and raise funds on your behalf. Now you can add JustGiving fundraising page owner, donor, and gift data into Raiser's Edge NXT. From Control Panel, Settings, select JustGiving Integration and set up defaults for new gift records and new constituents from JustGiving. For more information, see JustGiving Integration.

To help you easily accept and process gifts from your organization's website, you can now use Raiser’s Edge NXT to create and manage donation forms! From Tools, Donation form designer, design and build forms and then use automatically generated code snippets to embed them on your website.

With Donation forms, you can:

• Quickly create forms with a drag-and-drop designer

• Accept recurring gifts and automatically process subsequent payments

• Offer credit and debit card, direct debit, and digital wallet payment options

• Design thank-you emails with your organization's branding

• Track performance and view which websites refer donors to the forms

• Associate an appeal with a donation form

• Allow donors to designate their gift across multiple funds

For more information, see .

Now you can let people register for your one-time single ticket events online through Online Registration Forms. These forms let your constituents sign themselves and others up for an event, enter their contact information, choose to make an additional donation, and pay their registration fees (for paid events). From an event record, under Online registration forms, you can add a new form, edit an existing form, or review stats of the effectiveness of your existing forms. In the Form Designer, you can style your form to mimic the branding of your organization's website. For more information, see Online Registration Forms

To help you easily find participants who registered online, you can now include information about registration forms in participant lists. For example, you may want to confirm online registration forms correctly matched participants to their existing constituent records.

From Events, open an event record and select Work with participants under Participants. From the list, set the filter or select the column.

• Filter based on online registration — Select Filters, Online registration form, and choose which types of participants and forms to include.

• View form names — Select Columns and choose Registration form.

Note: Form names are only available for online registration forms in Raiser's Edge NXT and for participants who register after this update.

When you design an insight in Analysis, Report builder, you can now choose to display its data as a combo chart. A combo chart combines two types of charts — column, area, or line — into a single insight. For example, you can compare performance against a target or two measures with different value ranges.

To design a combo chart, select Combo chart and add one measure to the Measures (as columns) box. Then, add an attribute under View by. This creates a basic chart. To add the comparison layer, add another measure to the Measures (as lines) box. The two measures overlay in the insight. To change the type of chart for each measure, select the menu for the measure and choose whether you want that measure to appear as a column, line, or area chart.

After you save a combo chart, you can add it to your dashboard. For more information, see Insight Types.

To help prioritize fundraising efforts and avoid awkward interactions, you can mark a constituent or related contact as deceased when they pass away.

On a constituent record, select Mark as, Deceased to update information for an individual. Under Obituary, you can now attach a file, such as a PDF of the constituent's obituary. You can also change a widow or widower to a constituent and choose their affiliation with your organization and any start and end dates as necessary. For more information, see Deceased Individuals.

Also, to ensure consistency throughout your database, admins can now set rules for how Raiser's Edge NXT should handle constituent records, and the records of their spouses, when you mark a person as deceased. For more information, see Deceased Individuals Settings.

With Insight designer, you can now create new, custom insights to include in your dashboards. Previously, this functionality was limited to customers in the United States, but it is now available for all locations.

From Analysis, Report builder, you can create more flexible and customized dashboards. For example, custom insights enable you to:

• Design different chart types such as tables, bar and column charts, or tree maps. For more information, see Insight Types.

• Choose which measures and attributes to use. For example, you can view totals or counts based on different criteria.

  • Constituent Facts

  • Giving Measures

  • Action Measures

  • Opportunity Measures

• Apply filters to specific measures to narrow their focus

Tip: To help get started designing custom gift insights, see Gift Insight Recipes.

With a dashboard's flexible formatting options, you can:

• Place out-of-the-box and custom insights side-by-side and adjust their sizes.

• Edit an insight's measures and attributes directly from the dashboard.

• Continue to share dashboards with others at your organization.

Note: Admins! In Control Panel, Security, you can choose which roles can access Analysis, Report builder. For more information, see Dashboard Builder Security.

For more information, see Report Builder.

Note: If you don’t see this option, activate your free trial of Insight designer under Analysis.

To make last minute changes to your participant list, such as when a constituent registers for an event, but their spouse attends instead, you can now easily move event information from one record to another. Similarly, you can move event information from a duplicate constituent record to the record you’re keeping.

Note: The event information includes all the details from the original participant or guest, such as their participation level, registration status, and participant options. However, it does not include payments.

From an event’s record, under Participants, select Work with participants. From the list, select Edit from a participant or guest’s menu and then search for and select the record to switch to. For more information, see Participants.

To save time and ensure registration forms add constituent information to your database consistently, you now only have to set the email, address, and phone types once for all your registration forms from Tools, Settings. Previously, you set them on each registration form. For more information, see Form Settings.

Tip: The constituent code mapping in Tools, Settings doesn't apply to online registration forms. To apply a constituent code to all new constituents created through a registration form, set it on the form. From an event record, under Online registration forms, edit an existing form or create a new one. Under Get Started, select Apply a constituent code to registrants.

To help prioritize fundraising efforts and avoid awkward interactions, you can mark a constituent or related contact as deceased when they pass away.

On a constituent record, select Mark as, Deceased to update information for an individual. Under Obituary, you can now attach a file, such as a PDF of the constituent's obituary. You can also change a widow or widower to a constituent and choose their affiliation with your organization and any start and end dates as necessary. For more information, see Deceased Individuals.

Also, to ensure consistency throughout your database, admins can now set rules for how Raiser's Edge NXT should handle constituent records, and the records of their spouses, when you mark a person as deceased. For more information, see Deceased Individuals Settings.

When you no longer want people to register for an event online, you can now close the registration form and display a message in its place. Previously, you removed the form from your website. From an event record, under Online registration forms, edit an existing form or create a new one. Under Get Started, select Close registration on specific date, and then select the date and time and enter a message. For more information, see Online Registration Form Get Started.

To help you more quickly access information, and to support upcoming changes in Gift Management, we updated gift records to enhance performance. As a result, any custom display settings you saved for gift records — such as moved or collapsed sections — were removed and set back to the default. To reset them, simply arrange the information again. Records remember the changes, so you only need to reset your preferences once. For more information, see Records.

To better track organizations that register for your events, you can now configure your online registration forms to allow registrants to enter an address on behalf of their organization. To help prevent duplicate organizations, the form uses both the organization's name and address to search for a match on existing constituents. It either updates the existing constituent record or creates a new constituent record for the organization.

From an event record, under Online registration forms, edit an existing form or create a new one. Under Get Started, select Allow organizations to register. Under Form, Form Designer from Registration Options, drag Organization Address to the form. For more information, see Registration options.

Did you inadvertently copy an existing registration form or create a test form you want to remove? Now you can delete an online registration form from an event record, under Online registration forms, select Delete from the form’s menu to remove it from the list. For more information, see Online Registration Forms.

Note: You can't delete a registration form that contains any processed transactions, including either registration payments or additional donations.