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21000007942
How to add an action?
For the constituent, select Add action.
From a list of constituents, select Add action fr
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21000008703
How To Assign a Fundraiser to a Constituent
How To Assign a Fundraiser to a Constituent
1. Under Assigned Fundraisers on a constituent’s
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21000013746
How to Add a Phone Number to a Donor's Record
Add a new phone number to a donor’s record:
1. Choose who to add the phone number to.
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21000013752
How to Add a Solicit Code
What is a Solicit Code? Solicit codes are used when a donor requests to not receive email, phone cal
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21000013753
How to add an individual relationship to a constituent’s record
How to add an individual relationship to a constituent’s record:
Under Relationships on the c
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21000015679
How to make a List on Raiser's Edge NXT
Create a new list from scratch
To view records that share characteristics, you can create a cu