Automation Techniques to Simplify Updating RENXT Portfolio Progress


See how you can simplify your Raiser's Edge Proposal Status process by leveraging Microsoft Power Automate. This automation updates RENXT proposals/opportunities from open status to pending when a pledge is received and funded when a gift is received. Participants will also learn a process to inactivate previously funded or closed proposals/opportunities by other users.

Products
Blackbaud Raiser’s Edge NXT
Session Type
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