Raiser’s Edge NXT (RE:NXT)

All Flinders University users who are new to NXT need to receive an invitation to create a Blackbaud account before being able to access RE:NXT. The invitation is instigated by the Flinders University RE:NXT administrator.

Upon receiving the invitation and clicking Accept Invitation the User will proceed to create a Blackbaud account. Blackbaud is the vendor which owns RE:NXT.

The RE:NXT Blackbaud account is linked to the Flinders University user account and in turn linked to the Okta login. Therefore logging into RE:NXT will be done from the Okta RE:NXT widget as explained in the user guide.

Raiser's Edge NXT how to guide - Adding a custom field or flag to a Constituent

Custom fields are used as the main mechanism by which Alumni are segmented and grouped into relevant areas which enables finding Alumni who, for example who have received an Australian Honour in either the Australia Day or Queen’s Birthday Honours lists.

Flinders University may designate particular staff as being the person/people responsible for managing the relationship between the University and a Constituent, particularly for major donors, VIPs and other persons of note.

In Raiser’s Edge this designation is referred to as Solicitor.
In RE:NXT this designation is referred to as Fundraiser.

Two steps are needed in order to set particular Staff as Fundraiser on a record.

An action is a record of an interaction which the University has had with a constituent. 
The action is represented by a

The Constituent Record, Relationship pane is used to add primary business information.

As per University policy on student information, the source of truth for Alumni records is the Student System. According to this, contact information, excluding business and business contact details are required to be updated in the Student System.

For non-Alumni, RE:NXT can be used to manage and retain contact details on external stakeholders.

Raiser's Edge NXT how to guide - Adding notes to a Constituent

A Note (referred to as Notepad) is details about the constituent, for example a citation from an Australia Day Honours. 

The Note is represented by the  icon.

Some of the RE:NXT panes allow individual users to select what columns they would like to see as a part of the record. This is a per user setting.

Panes which support this option are displayed with the Choose columns  icon, though some of the panes may only offer this option if information has been added.

A constituent is any person or organisation with which Flinders has a relationship to or with. This may be either a person or an organisation. In RE:NXT an individual and an organisation are both two different types of a Constituent Record.

Raiser's Edge NXT how to guide - Creating a new person

A constituent is any person or organisation with which Flinders has a relationship to or with. This may be either a person or an organisation. In RE:NXT an individual and an organisation are both two different types of a Constituent Record.

RE:NXT can work together with Outlook using an Add-In (software designed to integrate with another type of software) allowing users to be able to save an action or note directly from the email being used without having to copy and paste it into an RE:NXT action record. Saving an action is the preferred option.

When the RE:NXT Add-in is installed it is represented by the Blackbaud icon which will be located on the right hand side of the Home Ribbon if the view pane is not turned OFF, but will always be displayed on the email message ribbon (visible when creating, reading, replying or forwarding an email message).

Some users may find that RE:NXT is restrictive on the tasks to be undertaken in the Raiser’s Edge system.

Fortunately, there is a way to open what Blackbaud refers to as the ‘Classic’ Raiser’s Edge interface however this option is only available on workstations (laptops or PCs) and not mobile devices. (mobile phones or tablets).

Lists are a feature of RE:NXT which allow for users to create a grouping of records meeting all the criteria set by using filters.

The list icon is located in the grey navigation menu. Clicking on lists will present several options, as displayed and described in the user guide.