THANK YOU !!!!!!!!

GREAT NEWS!

Yes! This feature released on Tuesday, 5/7/2024. Help documentation is available now and BBU Trainings will be available shortly. Here is a blog post describing the feature as well:

https://community.blackbaud.com/blogs/13/9562

Thanks all!

has this feature been released? i am currently doing battle with "new" donors and duplicate records.

Fantastic! When will an updated course/class/video/training be available for this?

This is great news for sure!

I'm pleased to share that Online data review is releasing (for some of you) this coming Tuesday 4/23/2024 and for all of you on Tuesday 5/7/2024.

As stated below, the initial release will allow for review of transactions from Blackbaud donation forms. You'll need to "turn on" the tool to start using it by updating your Online data review setting, which will be available in Gift Management and in Tools > Settings.

Is there a timeline for when this will roll-out? At one point I thought early 2024 was announced, so I'm hopeful it will be soon.

Initially, the Online data review tool will only allow for review of Online donations from RENXT donation forms. Organization gifts/records will be part of the initial roll-out too.

We'd like to eventually allow for review of Tribute records, Event registration records and JustGiving records but don't have a timeline in place for adding these yet.

Thanks, Lacey! Does this include reviewing constituents paying on webview event registration forms?

Thanks, Lacey. Does the data review include the new constituent records being added for tributes?

As announced in the November '23 Product Update Briefing, the new Online data review tool is in development and planned for release in Q1 of 2024! Thank you for your feedback on this topic and for your patience as we work on a solution.

Please speed up this update.

It is very discouraging to realize that I cannot review and reject the donor updates. If the donor makes a typo, uses their non-primary address/email/phone, or uses their spouse's information, RE would save over the constituent record without our consent. That would be against what y'all taught about maintaining a clean database.

I found a pair of duplicate records in database view. But they don't show up in the Tools/DataHealth/Duplicates area of web view. REASON: The duplicate record was added by "NXT System User (Tribute Service)", which I guess means that it was created when someone made a gift through an RENXT Donation form in memory of someone. When they made it in memory of someone, that someone had a new record created for them with first name 'Dr. Karen'. So the Data Health doesn't recognize "Karen" and "Dr. Karen" as potential duplicates. This has created issues for us in our tribute reporting to the family! I sure do hope that when BB rolls out tribute management in the web view, that duplicate management is part of it!

Is there an update on when this issue will be resolved? There was a post in August that it was being worked on. My org. only started using NXT for donations and event registrations a few months ago and there are way too many duplicates. At lease in Online Express we had the chance to correct possible duplicates before they were actually created.

We need the ability to intervene to reject, accept, capture, and/or redirect incoming data like name, phone number, email address and address fields. This is not only to keep RE "clean" and standardized, to avoid duplicative constituent records and the time it takes to do clean-up, etc. It is also because we have a different database which is the primary source of data for over 11,000 records of certain constituency codes in RE. We need to put data updates into that other database or we will lose them at the end of the week when we import into RE those demographic data-pieces from the other database and "overwrite" what is in RE.

Thank goodness that the online donor review tool will be added! So happy to know this is on the roadmap. It is the primary reason my clients do not use the online donation forms.

After completing discovery on a design for a solution to this problem this summer, we have started development on an "Online donor review tool." I don't have an ETA to share yet on when this will ship, but we'll update the status of this Idea when we're closer to go-live. We'll be talking about this in the November Product Update Brief so stay tuned for more information!

Can't believe this idea was added in 2021 and nothing has been done about it yet. This feature is awful.

Yes, this would be helpful!