Constituent Essentials Courses

Constituent Essentials Courses

Constituent Essentials is made up of four courses that will walk you through the general navigation of Raiser’s Edge. Guide you through the anatomy of a record and talk through the how, why and when to add constituents, relationships and actions. All courses include the webview and database view options.

Constituent Essentials Gift Essentials Query Essentials Export Essentials Report Essentials
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General System Navigation

Feb 08, 2023

Learn the intricacies of navigating Raisers Edge with dedicated videos for each element, guiding you on where to search for constituents and how to add them seamlessly.

Anatomy of a Constituent Record

Feb 09, 2023

Uncover the power of Home, Fundraising, Marketing, Events, Lists, Analysis, Tools, and Control Panel in Web View, ensuring you grasp the essence of each element. Then, we will deeply dive into Database View, exploring Home, Records, Query, Export, Reports, Mail, Batch, Admin, Config, User Options, and Menu Options for comprehensive mastery.

Adding Constituents

Jul 26, 2023

Welcome to our "Adding Constituents in Raiser's Edge and NXT" course! In this succinct course, we'll guide you through adding constituents and organization records in Web View (NXT) and Database View. Explore the differences between Web View and Database View and become proficient in adding custom fields and attachments in the NXT environment. Join us for a rapid immersion into constituent management, and let's enhance your expertise across Raiser's Edge and NXT!

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Coming Soon

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Adding Relationships and Actions

Feb 08, 2023

Adding Relationships and Actions

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