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Users and Data
Users and Data
+1
20 articles in this collection
Written by
Ginu George,
Jishin,
Vaibhav
and 1 other
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