Would like to be able to customize tags with RE: NXT; some built-in tags are not useful the way some organizations do business (e.g., including soft credit or differing time frames when determining lapsing/lapsed/lost donors, etc.). It would also be nice to have the ability to create our own tags (either by queries with the database view, or by lists within the web view), along with the option to create recommendations for each tag (for the work center).
Can't believe Blackbaud are counting this as "shipped" when the solution to the problem is hidden behind a paywall.
Joe Moretti, I agree with you 100%.
REALLY, shelling out more money to use items that should just be free, considering how much it costs to begin with Raiser's Edge. The greed is amazing.
Deb - this help article shares more details: https://webfiles-sc1.blackbaud.com/files/support/helpfiles/rex/content/bb-premium.html
Community post: https://community.blackbaud.com/discussion/84789/introducing-premium-features-for-blackbaud-raiser-s-edge-nxt
Can you explain premium feature of Raiser's Edge NXT Complete? Is there another level of NXT?
Thank you for your feedback. We've continued to invest in Intelligent Tags for all customers by expanding the standard tag catalog and increasing personalization options. We added new visibility controls, guidance, workflow integration, and action-oriented experiences to help fundraisers identify, prioritize, and act on opportunities.
For organizations that need to extend Intelligent Tags to support unique fundraising strategies and workflows, we've added Custom Tags as a premium feature, part of Raiser's Edge NXT Complete.
We're closing this idea at this time. We appreciate the feedback and will continue enhancing the Intelligent Tags experience for all customers.
When I was at an arts & cultural organization, we were able to do something similar via query and it was extremely useful - especially since query-based tags minimized the upkeep, since the tags will always be current. I'd be especially interested if these custom tags were available in query in the future.
I noticed this was updated to "Planned." Can we have insight into what this is going to look like? Thanks!
Why customize these tags, to junk up probably an already cluttered database, so then the next group pf people who come in, can add more junk to the junk. There is just way too many items to create in RE now. You eventually get to a point where it all becomes meaningless. A better thing would be to query off these tags, not add more.
The overabundance of tags are actually putting our fundraisers OFF using NXT at all as it looks intimidating, despite most not actually being relevant to them. Please add functionality either turn off tags altogether or to turn off particular tag 'types'.
Being able to customize the current tags along with adding tags useful to us that are not currently available would be so useful in organizing our team in our outreach.
I agree. The ability to edit tag would revolutionize how our development department uses Raiser's Edge. The current tag assigned by RE is just useless to us.
For anyone looking back at this post that wants to HIDE TAGS. You can bypass what Blackbaud has failed to do with a Chrome Extension. I personally use UBlock Origin, but I'm sure there are others that do the same.
UBlock Origin by default acts as an ad blocker, but you can customize it to block specific areas on specific websites, such as tags in RE: NXT
To hide RE: NXT tags with UBlock Origin:
https://www.freecodecamp.org/news/how-to-block-content-from-web-pages-using-ublock-origin
The section labeled: "How to Filter HTML Elements" will explain how to do this.
Note: This does not remove the tags, it simply hides them so they don't take up the extra workspace that so many people have had trouble with.
Feel free to copy/paste any of this if it helps you or your colleagues.
I also agree the tags as is are not useful for our org - the ability to customize or turn this section off in the work center is needed. Our fundraisers hate it and it is a small but important thing that turns them off from using the system.
Yes, please! It would be great to be able to create our own tags; we largely ignore the existing ones.
It would also be beneficial to set criteria for tags, such as "Head of Household" and "Any gift Credit". We are finding that some households give through DAFs and will only ever be soft credited, so they have incorrect tags. At the same time, we place actions solely onto the Head of Household, so we would like to be able to hide spouses from the "Needs Attention" section.
Yes - please!
Some of them don't really apply, such as the "overdue pledge". That warning seems to be based on an installment being fulfilled completely, and when donors transfer stock as a pledge payment, the proceeds do not always fulfill an installment. Others just are not relevant to every organization.
The smart tags are a great idea IF they can be customized by the clients. Everyone I work with has basically overlooked them. So once they become relevant, it will be more work to remind staff to pay attention to them,.
More customization and individualization options are always useful.
Yes, if we could customize the criteria for tags, that would be great. Fundraisers don't need a tag every month for every recurring gift! It makes more work for them so they just ignore the tags altogether, making them worse than useless.
It's really confusing to see all of the "no contact" or "lapsed donor" or whatever other Needs Attention on organizational records and their contacts because the contact is only soft credited, but all the actions and opportunities are with the contact, not the org. It seems like it would be a lot easier to customize or disable the Needs Attention than to completely change the way actions, opportunities, and gifts work for soft credits/relationship records and org contacts.