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Make all Database Fields Accessible To Queries, Exports, Gift Lists, and Dashboards (Including Insights)
I am encountering problems when creating Dashboards, Gift Lists, and Queries because there fields(s) that I need to filter on / display is not accessible to me (i.e. <Date Added> Gift Field). I have recently started utilizing RENXT Web View ...2 Reviewed: Voting Open
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Ability to see which user has edited a specific field on a record
I would really like the ability to see which user has edited a specific field on a record. In database view, we can see who was last to edit the whole record but being able to narrow that down to specific fields can help our organization when ther...6
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Fix "Find in this list" Search in Unified View find a record in the results beyond 1,500 limit.
Unified view query cannot search the RESULT beyond record number 1500 and requires you to export to search. I can understand the potential limit of VIEWING beyond 1500 but the search should be able to find a record that would be in the results reg...3
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Work with gifts - Compressed view (narrow rows to view more gifts)
Offer different viewing formats in the "work with gifts" table. Narrower rows to view more gifts at a time.0
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Don't Sunset Database View
I understand that NXT should match capabilities of Database view; but database is superior in SO many ways. No database manager wants to work in a web browser- It's SLOWER and subject to SO many problems. Web view adaptations are common amongst CR...37
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Ability to Select the Correct Tribute When Multiple Tributes Exist on a Constituent Record When Processing Online Gifts
Allow users to choose the correct tribute when a constituent has multiple tributes (especially during online gift processing) Description: When processing online gifts in Raiser's Edge NXT, the gift can be matched to the correct constituent record...4 Reviewed: Voting Open
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Allow Last Gift, First Gift, Largest Gift info for spouse to be exportable
When both spouses have their own records, in order to find household 1st, last, or largest gifts, you have to export both spouses to get this info. And then, you have to manually move info from one spouse to the other and then delete the spare one...0
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Customizable Requirements for New Constituents
Allowing an org to decide which fields are required to create a new record. We would love to make our donor recognition addressee type a requirement when creating a new constituent, so we don't have to go manually fix those when pulling annual rep...0
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Display more constituent information in search results for RE web view
Currently, when using the search bar at the top of RE in web view, all you can see in the search results is the First Name, Middle Initial, Last Name, primary address, and spouse name for a constituent. It would be much easier to distinguish betwe...0
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notes field for stock/property gifts
When I add stock/property gifts in the database view I utilize adding notes around the gift from the miscellaneous tab. I can access these in the unified view. However, if I add a stock/property gift in the unified view, I cannot add a note to the...0