Almabase, Inc.

See how to create an email group for selected records without listing them on Almabase user directory.

How to create a new email group using a Raiser's Edge List ID?

Overview of the steps & guidelines to follow while submitting alumni data for bulk upload.

How can I submit new Alumni data for adding it to the database?

Sarita Markande

Vishnu Vinod

Siddarth Reddy

Understand how to manage users, email addresses, duplicates, integrations with Raiser's Edge NXT and Salesforce and more

Users and Data

A brief on how to add multiple email addresses and understanding the  changes associated with it

Saving multiple emails for your constituents

adding and deleting email addresses for a record

Updating multiple email addresses on a record

see how a primary email address on a profile works

What happens when you mark an email address as Primary?

see what are the different email status and what it means

Understanding the Email Status

take a look at the properties associated with each email address

Understanding Email address and its properties

See how to reset email status for email addresses that are bounced or invalid.

Resetting an email status

see how an admin can unsubscribe a user from email communication and also how a user can unsubscribe themselves

How to Unsubscribe a user from email communication?

Here are some commonly questions on email address

FAQs on Email addresses

Managing Email Address for a record

search alumni records based on location and other parameters through the user directory

Alumni Directory Search

Why do certain records have no name? What can the admin do?

Approving users from the Data Studio and All Users. 

See how to archive a record and delete a user from the site

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

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

'Users' vs 'Profiles'

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

Listed & Unlisted Records

Create a new record

List of All Registered Users

Understanding the Registration Status

How to merge two profiles that are found to be duplicated

Merge duplicate profiles

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

FAQs on Duplicates/Merging Profiles

User Directory FAQs

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

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

Sweta Kumari

User Management

When the gifts are moved from Almabase to RENXT, a Gift list with all the gifts is created on RENXT (Webview).

How to move Gift List on Webview (RENXT) to Database (RE) with a single click?

Setting up your Almabase integration with Raiser's Edge NXT

Almabase & RE NXT

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

Connect Raiser's Edge NXT with Almabase

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

System Record ID on Raiser's Edge NXT

Kanhai Shah

Raiser's Edge Integration

Getting Started with Salesforce