SHOW ME THE MONEY!
FLAGS, TAGS AND ATTRIBUTES
WTH IS THE DIFFERENCE?
LOST AND FOUND
NO REALLY, THIS IS A THING!
100

This is applied to a spouse's gift recognition when the other spouse makes the gift.  

What is Soft Credit?

100

They are categories created to assign to constituents in your database. They help identify the relationship a constituent has to your organization, and they tell why the constituent is in your database.

What are constituency codes?

100

The NXT equivalent of tabs in the database view.

What are tiles?

100

Use this to find the Employee ID# in RE.

What is an Alias?

100

This Financial Report in RE will show you a donor's entire giving history.

What is a Constituent Giving History report? 


200

There are 411 of these in our database.

What is the number of active funds we have in our system?

200

Can be used to track information for which no field exists in The Raiser's Edge. Often confused with another record keeping tool, this can add flexibility to your record keeping by giving you the ability to define and store special information about a wide variety of record types.                                                              

What is an attribute?

200

These are called queries in the RE database view.

What are lists in NXT?

200

This is the unique number used to identify a constituent in RE.

What is the Constituent ID#? 


200

This program allows donors to have their employers make a donation of the full amount or a percentage of their own donation. Our donation form lets donors look up their own companies to see if they might be eligible when making a gift online.

What are Matching Gifts

300

These three designations enable us to account for how you bring in and use the money received through gifts, and track the effectiveness of your fundraising efforts

What are campaigns, funds, and appeals?

300

We currently have 135.

How many different attributes do we have in our system?

300

You'll find tags displayed here, at the top of your work center in NXT, along with recommended next actions. 

What is the "Needs Attention" scrolling banner?

300

This one stop function provides me with the name, the category, the date, capacity, how many have registered and attended, what revenue resulted and the percentage to goal we came.

What kind of information can I find on the NXT Events module?

300

Third party ratings and scoring system used to identify prospects by their likelihood to donate to HonorHealth.

What is Target analytics

400

660,660

How many gifts have been recorded in Raisers Edge as of August 21?

400

This identifies things on a record that need to be paid attention to, like a constituent marked as inactive, or a gift that is being written off.

What is a flag?

400

In the database view, we put proposals under the media tab, but in NXT we put them here.

What are Opportunities?

400

There are several email types listed on the RE record, but this is the BEST email type to use and the ONLY email type that our mass email distribution list will send to.

What is "e-mail"?

400

When you add an asterisk when "looking something up" in RE, it will allow you to search based on an incomplete word, name or number.

What is the Wild Card?

500

This tab on an RE Constituent record is where wealth screening results are synced up with ResearchPoint.

What is the Prospect tab?

500

Higher Giving Potential, Overdue Pledge and At Risk, Losing or Lost are examples of this NXT tool.

What is a tag?

500

This is how you can organize what you see in your portfolio view in NXT.

What is the "choose columns" button at the top of the portfolio page?

500

A question. A search for knowledge. A powerful and helpful tool available in The Raiser’s Edge!

What is a query?

500

If it's happened to you, you'll understand why...    You Cannot Call a Friend.

What error message pops up on RE occasionally when attempting things like merges with missing field information?

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