To help improve your relationship cultivation, Raiser's Edge NXT introduces new and enhanced constituent features on a frequent basis. In case you need to catch up on what you missed or just want a refresher, here's a recap of what was previously released.
Filter notes and actions for constituents — To help ease scanning on a constituent’s record, you can now select Filters under Notes and actions and choose whether to view either notes or actions, or only specific types of them. Previously, all the constituent’s notes and actions appeared together. For more information see Notes or Actions.
Manage a constituent's financial information — With Prospect Research Management, you can track and update prospects as they flow through your moves management process. You can use financial information to research a constituent's wealth to estimate their capacity to give. On a constituent’s record, you can now add and manage financial information under Prospect management. For each asset you add as financial information, you can manage its type, source, date acquired or assessed, amount, and any additional details. For more information, see Financial Information.
Note: To change the prospect’s status or to edit its details, you now select Edit, Status or Edit, Classification under Prospect management.
Set display names for individuals — To ensure the names of individuals appear consistently throughout the web view, such as on records and in lists, admins can now set how to display them from Control Panel, Settings, Constituent records. For example, an admin can choose whether to show middle initials and suffixes and the punctuation to use with them. For more information, see Constituent Record Settings.
Tip: Admins! To choose which gift types your organization counts as received or committed revenue, you now select Giving analysis in Settings to set up your revenue types. For more information, see Revenue Types.
Filter a constituent's consent records — On the record of a constituent, under Consent, you can now filter the list of consent records by category or channel. For more information, see Consent.
View address info source — To track where a constituent address came from, you can now see the information source for the addresses on a constituent record. To view the source code for addresses, select View details next to Addresses under Contact information.
This option displays a list of all addresses for the constituent and shows you the information source for any addresses that have a source code.
For more information, see Addresses.
View a constituent's consent history — To verify a constituent's preferences for communications, you can view their history of consent responses — including which types of communications and channels they opted in or out of — under Consent on their record. For more information, see Consent.
Manage changes to communication preferences — Communication preferences are the rules of contact for a constituent, such as to not call after 8:00 p.m. or on weekends. To help your organization control changes, now only users with rights can edit the rules under Communication preferences on a constituent's record. Previously, all users with rights to edit constituents could edit communication preferences. For more information, see Communication Preferences.
Note: Admins! In the database view, you can manage access to communication preferences — known as solicit codes — from Admin, Security. For more information, see Communication Preferences.
Manage additional gender options — To help track the different ways people define their gender identity, you can now manage additional options for Gender when you add or edit individual records. For more information, see Personal or Organization Information.
Note: In the database view, admins can set up the available genders in Tables under Configuration.
Filter constituent lists by any or all of multiple custom ratings — In a constituent list, you can include only records with specific custom ratings or ratings from specific sources or time frames. When you filter by multiple custom ratings, you can now choose whether to filter on any — such as Wealth or Donor type — or all — Wealth and Donor type — of them. To filter a constituent list by custom rating, select Filters , Wealth & ratings, and then select Rating under Custom ratings. For more information, see Wealth and Ratings Filters.
Add or exclude specific constituents in a list — To fine-tune a list, you can now add or exclude specific constituents or lists of constituents, such as based on your relationship with them or the intent of your list. For example, you may add a seed list to a mailing as a quality check, or exclude recent appeal recipients from another communication to help prevent donor fatigue.
To fine-tune which records appear in a constituent list:
Select Add/Exclude and then Add to list or Exclude from list.
Choose who to add or exclude:
To add or exclude specific records, search for them in the Search for a constituent field.
To add or exclude a list of constituents, select Add a list of records or Exclude a list of records, search for and choose the list, and select Select.
Select Add or Exclude.
Tip: Next to the Constituents total, you can view how many records were added or excluded. To view or manage a list of records included in an addition or exclusion, select its total. To remove a record from an addition or exclusion list, select its row and Remove.
For more information, see Lists.
Filter constituent lists by academic degree — To include constituents in a list based on their academic qualifications such as Bachelor of Arts (BA) or Doctor of Philosophy (Ph.D.), you can now filter by degree. To use this filter, select Filters, Education, and then, under Academic focus, select Degree, choose the levels of education to include, and select Select. For more information, see Constituent Education Filters.
Add past actions as calendar appointments — To help track the interactions and tasks necessary to cultivate relationships with constituents, you can now add actions which already occurred — but weren’t originally added as appointments — to your calendar. You can also edit existing past actions to add them as appointments to your calendar. To add a past action as a calendar appointment, from the constituent’s record, select Add action under Notes and actions, enter the details about it, and then select Add to calendar or Download appointment. Previously, you could only add future actions to your calendar. For more information, see Calendar Appointments.
Filter constituent lists based on primary address details — To help identify constituents in a town or near an upcoming event, you can now filter a constituent list to include only those with specific details in their primary addresses, such as state or ZIP Code. To include constituents based on details of their primary addresses:
Select Filters, Location, Filter by address.
Choose the country and details of the primary addresses to include, and select Done.
To filter constituents based on additional address details, such as another country, select Add another address, choose the details of the address to include, and select Done.
Select Apply filters.
Filter constituent lists based on distance around a point — To filter a list of constituents based on location, such as to plan a trip or coordinate meetings with multiple donors, you can now include only those within a specific distance around a constituent or place.
To include constituents based on distance around a point:
Select Filters , Location, and Filter by radius .
Choose whether to include constituents around a location or constituent, and search for the center point.
Enter the distance around the point — in miles or kilometers — to include.
Select Apply filters.
Tip: To instead include constituents within a rectangular or custom area on a map, select Filters , Location, and Draw a map filter .
For more information, see Constituent Location Filters.