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Allow a solicitor to only view the constituents who are assigned to them.
We want to give our volunteer solicitors the rights to log in and view only the the constituents who are assigned to them. This isn't an option in security, but I can work around it by allowing them to only to view a specific constituent code. It ...19 Reviewed: Voting Open
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Control Panel - User activity
As the database administrator of Raiser’s Edge NXT it would be helpful to have statistical data available for reporting user activity. This would provide information on the users that are currently signed in and using the system and will show when...4 Reviewed: Voting Open
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Remove "open database view" from NXT only users
I'd like to have the ability to customize NXT user profiles or security groups, and remove the option to launch hosting/open database view. This only makes sense for our data entry folks.3 Reviewed: Voting Open
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Ability to create Groups under Security Role Management in RE NXT
Add ability to create Groups under Security Role Management in RE NXT currently only Database has this option to create Groups under Security. We have multiple Groups where we defined what each Group can do in Database like View/Add/Edit/Delete fo...0
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Add the ability to change the name of a field to reflect the terminology already used internally
In Database View we are able to change field names so that they fit the terminology used internally or so that an unused field can be used for something more relatable. Example is that Oxbridge use Matriculation Year instead of Class of. This woul...0
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User Login administration on NXT
Provide the last login date and time, this will enable us to know who is an active user or a dormant user0
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Ability to filter Portfolio by fundraiser type
Currently I have trouble with identifying portfolios for fundraisers with the current setting being any active solicitor record on RE Classic. It would be better to allowed in the control panel as a Data Manager to be able to set the solicitor typ...2 Planned
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A way to "view as" a security setting/role so that admins can see exactly what that role would see.
This would avoid the guess-and-check of trying to get a user's permissions correct, or asking them to log in for you so that you can verify that everything looks correct for that user.0
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Ability to edit ALL table information in NXT
Looking at Ratings in NXT. If a description wasn't added to a category in database view it is showing up as "No Rating" in webview. There should be a way to change it to "Prospect Rating" instead of "No Rating". Or at least, be able to edit a tabl...1
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Audit Trail or Useage Gauge
I'd like to be able to see how much work (preferably by User and including types of Records and Dates...Time and Location/Device would be awesome) is being done in NXT. Ideally some sort of audit trail to see who did what, when. But even just "Use...2