Users and Data

How to remove/archive/delete a record from the platform

Archiving or deleting a record or profile from the site

Written by Sarita Markande
Updated over a week ago

System Record ID on Raiser's Edge NXT

What is System record ID? How to export the constituent system record ID? Does the System Record ID need to match the Constituent ID?

Written by Sarita Markande
Updated over a week ago

The default setup for data sync between Salesforce and Almabase integration

Default rules/settings applied when manually importing data from Salesforce and exporting data to Salesforce

Written by Vaibhav
Updated over a week ago

Default setup for data sync between Raiser's Edge NXT and Almabase integration

Default rules/settings applied when manually importing data from Raiser's Edge NXT and exporting data to Raiser's Edge NXT

Written by Sarita Markande
Updated over a week ago

Keeping track of changes that need to be sync'd with your database

What is the purpose of 'Ignore this data' ?

Written by Ginu George
Updated over a week ago

Getting Started with Salesforce

Written by Vaibhav
Updated over a week ago

Connect Raiser's Edge NXT with Almabase (for connecting after Aug 8th 2019)

Step by step instructions on how to connect your Raiser's Edge NXT to Almabase to start syncing contact information on records.

Written by Sarita Markande
Updated over a week ago

FAQs on Duplicates/Merging Profiles

FAQs on Duplicates, What is Master/Original Record, What is Registered Users and Other Profiles, and some best practices

Written by Sarita Markande
Updated over a week ago

Setting up access to the features on platform(Access Control)

Access to the features like Directory, Events, Jobs, Fundraising, Gallery, Needs, etc. can be set based on Affiliation and Membership Type

Written by Sarita Markande
Updated over a week ago

Understanding the Registration Status

Written by Ginu George
Updated over a week ago

Listed & Unlisted Records

We have standardized functionality around how a record is treated on the online directory, and on communication center.

Written by Ginu George
Updated over a week ago

Directory FAQs

Written by Sarita Markande
Updated over a week ago

Understanding the Email Status

Written by Sarita Markande
Updated over a week ago

Almabase & RE NXT

Setting up your Almabase integration with Raiser's Edge NXT

Written by Ginu George
Updated over a week ago

Merge duplicate profiles

How to merge two profiles that are found to be duplicated

Written by Jishin
Updated over a week ago

'Users' vs 'Profiles'

The difference between a 'User' and a 'Profile'

Written by Jishin
Updated over a week ago

List of All Registered Users

Written by Jishin
Updated over a week ago

Add new profiles to your directory

Create new user profiles manually

Written by Jishin
Updated over a week ago

Invite your friends to the platform

Invite your friends on Facebook, LinkedIn, Twitter or Email from within the alumni platform.

Written by Jishin
Updated over a week ago

Integrate your Facebook page to get engagement analytics

How to integrate your facebook page with the platform to get data on how your alumni are interacting with your social media posts

Written by Jishin
Updated over a week ago