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Get fast, task-specific guidance from Raiser's Edge NXT product help and Knowledgebase content so you can learn how to do something and keep working without breaking your flow.
Tips for better results
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Ask one focused question. Target a single task or feature to get a clear, usable answer.
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Use "How do I..." or "Where do I...". These patterns reliably return step-by-step guidance and navigation help.
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Be specific. Detailed prompts produce more precise results than broad requests.
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Use "What is..." for concepts. This works best when you need definitions or feature explanations.
Prompt
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How do I customize the Home page? |
Sample Response
To customize your Home page, you can follow these steps:
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Personalize Tiles and Links: You can select which tiles, links, and team members to display on your Home page. Many tiles offer further configuration options via a gear icon.
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Access the Customize Page: Look for the "Customize Home Page" option to manage your preferences.
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Data Refresh Rates: Be aware that data refresh rates vary; some insights update quarterly, others nightly, and most dashboard tiles refresh within an hour.
For more detailed instructions, you can refer to the Customize the Home Page documentation.
If you have any further questions or need assistance, feel free to ask!