Every quarter we publish a plain-English brief on what changed in Raiser's Edge NXT — what to adopt, what to ignore, and what to do before the next release lands.
Blackbaud's Workflow Designer left limited release this quarter. We walk through replacing legacy Business Rules and global changes with no-code triggers.
The classic RE NXT Web View is officially sunset. New Constituent 360 tabs, biographical layout changes, and what stays in the database view.
Our annual year-end checklist: consolidated receipts, soft credit handling, stock gifts, and the receipt template updates pushed in the September release.
The new Online Giving form builder rolled out to all tenants. Recurring upgrade prompts, Apple/Google Pay, and updated designation handling.
Blackbaud's new AI prospect insights panel is live. We unpack what's actually useful, what's noise, and how to govern AI-generated notes.
The Lists experience now covers most day-to-day segmentation. We map common Query patterns to Lists and flag what still needs the database view.
The new Event Management module finally consolidates registration, sponsorships, and auction tracking inside RE NXT.
New default soft-credit behavior for households and DAF intermediaries shipped in July. Review your existing rules before the next acknowledgement run.
Gift officers can now log gifts and pledges from the RE NXT mobile app. We share rollout guardrails so your back office stays sane.
Account Updater and smart retry logic shipped to BBMS this quarter. Configure them correctly and recover 4-8% of lost recurring revenue.
Our annual pre-year-end housekeeping: inactivating stale funds, hierarchy fixes, and appeal coding for clean year-over-year reporting.
Luminate sunset conversations are getting real. We outline a phased migration that protects recurring donors and email history.
The redesigned merge experience is faster but still misses common duplicate patterns. Our pre-merge query library closes the gap.
The role and permission UI in NXT was rebuilt this winter. A good moment to retire your legacy security groups.
Five board-ready dashboards built from native NXT widgets — no BI tool required.
Pledge balances are the most common audit finding we see. A quarterly hygiene rhythm prevents painful year-end surprises.
BBID is now required for new users. Existing tenants have a migration window — here's the order of operations we use with clients.
With more custom field options in NXT, attribute sprawl is easier to avoid. Decision framework + cleanup query.
3DS2 enforcement landed in Q4. We share before/after conversion data and form tweaks that recovered most of the lift.
The SKY API + Data Warehouse combination is now production-ready for BI pipelines. Patterns, refresh cadence, and security.
As galas return to in-person, don't lose the digital constituent records from 2020-21. Migration recipes for the most common platforms.
Pandemic-era recurring sign-ups are now hitting their 12-month mark. Retention tactics for the cohort that defined 2020.
Receipt template updates for the universal $300 deduction and how to surface it in your year-end appeal copy.
Lessons from helping clients move gift processing, acknowledgements, and prospect research fully remote.
A reference build: emergency fund page, designation, acknowledgement, and dashboard — all live within two days.
The new mobile app for gift officers shipped in January. Use-case fit, security, and our recommended pilot plan.
BBCRM clients are asking about NXT more often. A frank look at where NXT is and isn't ready to replace CRM.
Native acknowledgement workflows are maturing. Patterns we've put into production for first-time, recurring, tribute, and major gifts.
SKY API coverage finally reached a tipping point this spring. Five integrations our clients are building today.
Our inaugural newsletter. Which tasks belong in NXT today, which still need the database view, and how to set staff expectations.
One email per quarter. No marketing. Just what changed in RE and what to do about it.
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