Basic knowledge articles on how to do the basics in Raiser's Edge.

Articles (10)

How to Divorce Married Couple

How to divorce married constituent's in Raiser's Edge

How to Enter Business Address in Constituent Record

How to add a business address as the primary address in a constituent record.

How to Login into FE NXT (web)

How to login in to Financial Edge NXT through the web.

How to login to RE/FE database view (via Citrix Reciever)

How to login into the Citrix app to access Raiser's Edge

How to Make a New Constituent Record

How to create a new constituent record if none are found.

How to Make Business Address Former/Retired

How to make a business address former/retired in a constituent's record

How to Make Business Relationships

How to make new, former, and retired business relationships

How to Make CWU Business Relationship

How to make CWU a business relationship for employees and former employees in Raiser's Edge

How to Manage Addresses

How to manage addresses in constituent's records.

How to Mark a Record as Deceased

How to enter a deceased person in Raiser's Edge