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.

When someone completes a donation or registration form in Raiser's Edge NXT, or gives through JustGiving, Raiser's Edge NXT uses the constituent details to automatically match them with an existing record. However, when there are multiple existing records and Raiser's Edge NXT doesn’t know which to update, it creates a new constituent.

To help you manage these records, you can now identify possible duplicates when you review batches from online transactions in Fundraising, Gift management. Batches for donation and registration forms and JustGiving fundraising pages include new indicators next to constituent names.

  • Possible duplicate — Indicates Raiser's Edge NXT created a new record because there were multiple existing records, or the first name didn’t match. For more information, see Automatic Constituent Matching.

  • New — Raiser's Edge NXT didn’t find an existing record matching the constituent information from the form.

Note: Records that were automatically matched to existing records do not include an icon.

To review the possible duplicates for a constituent, select their name in the batch. From their record, select Compare now and manage the records. For more information, see Possible Duplicates.

You can now use Raiser’s Edge NXT to customize and manage an online portal to help constituents stay connected with your organization.

With the portal, constituents can:

  • Give one-time or scheduled gifts using a debit or credit card, or drafted from a bank account.

  • Save payment methods — or use ApplePay or Click to Pay — to avoid entering their payment information each time they give.

  • View their lifetime history of giving, including cash or checks given offline.

  • Update their name and contact info to keep your organization’s records up-to-date.

Before constituents can use the portal, an admin must configure settings in Raiser’s Edge NXT, such as giving options, custom branding, and support contact information. After you roll out the portal to your supporters, admins can manage user account access and troubleshoot sign-up issues. They can also manage updates to name and contact information submitted by users.

For more information about how to set up the portal and app and roll them out to your supporters, see Get Started With the Portal.

For organizations already using the portal, admins can now access stats about their portal users. From Tools, Portal activity, under Portal users, you can view the current numbers of linked, invited, not invited, and blocked users.

To manage which constituents can access the portal, select View user list to open the Portal users page. Each tab on this page contains a list of constituents you can filter and sort. To manage constituents, select their name and choose the action to take — invite/reinvite, block, or unblock. For more information, see Get Started With the Portal

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.