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Raiser's Edge NXT

Blackbaud, Inc.

3.6 (46)

View constituent information and create email actions in Raiser's Edge NXT via Outlook.

Raiser’s Edge NXT continually aims to empower its users to spend less time in the office and more time on their mission. The Raiser’s Edge NXT Outlook integration does just that by streamlining the process for creating actions and allowing users to have exactly the constituent information and context they need while interacting with their constituents through Outlook. Fundraisers will now be able to view valuable constituent information, such as contact information, details related to their giving history, and current prospect status, directly within Outlook while reading and composing emails. Fundraisers will also be able to add the email content to email actions for their constituents with a handful of clicks, with no typing or copying of data required. Standard fields are defaulted in, such as interaction direction and completed date, and the body of your email is automatically copied into the notes of the action, with no manual intervention required (while still providing the option to go in and edit if so desired). NOTE: This add-in can only be used by existing Blackbaud Raiser's Edge NXT customers. To learn more about Blackbaud's premier fundraising and constituent relationship management solution for nonprofits, visit https://www.blackbaud.com/fundraising-and-relationship-management/raisers-edge-nxt

Capacitats del complement
Quan s'utilitza aquest complement:
  • Pot enviar dades per Internet.
  • Aquest complement pot accedir a informació personal del missatge actiu i modificar-la, com ara el cos, el tema, el remitent, els destinataris i la informació adjunta. És possible que el complement enviï aquestes dades a un servei de tercers. No es poden llegir ni modificar altres elements de la bústia de correu.
  • https://az158878.vo.msecnd.net/marketing/Partner_21474847004/Product_42949681164/Asset_3fa8447c-7e93-47c2-8965-482374d7f770/ConstituentInfo1.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474847004/Product_42949681164/Asset_3fa8447c-7e93-47c2-8965-482374d7f770/ConstituentInfo1.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474847004/Product_42949681164/Asset_a7521f82-bedb-4383-950c-3fb9c59e8a80/SaveActionNotes1.png
    https://az158878.vo.msecnd.net/marketing/Partner_21474847004/Product_42949681164/Asset_0e8e785b-cb9d-486c-9407-2f72920a9fd2/Compose1.png