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Bring back the ability to right click> Open in new tab on records
It has been mentioned numerous times that the Open in new tab function was very useful for customers and users. With the new updates that have rolled out, this functionality has been removed, and now there is no way to have multiple records open a...6
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We need to have access to RE7 user defined rules in NXT web view not just RE7
User defined rules are applied to constituents, actions or gifts based on RE7 queries. These rules then appear as alerts in RE7 when a user opens a constituent, gift or action. No equivalent rule however appears on the Constituent when they are op...0
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Include the Tribute information from the Source Record when merging in NXT
We have looked at the NXT duplicate management tool but found that it did not merge the Tribute information when we used it. We like the look of the NXT duplicate merge tool but we have many Tributes. Without the ability to include that data, the ...0
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Constituent self-service form or portal to update gift info and demographics such as gender, spouse, consents, etc
Looking for a way to allow constituents to update their contact info, gift details, and communication preferences through either an online form or a self-service portal through RE:NXT. I have an "event" set up in RE:NXT that contains most of this ...2
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Add Option for Constituents Name to Stay at Top of Window in NXT
With the copious amount of information on any one constituent's record, it would be great to have the option to allow the constituent's name to stay at the top of the window as you scroll down. This is similar to how most websites keep their top h...0
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Sync solicit code end-dates between NXT and DB view
NXT allows a user to put an end-date on a solicit code, which is very handy. However, solicit codes with an end date still show as active on the Database View record. This is a major issue, where even if end-dates are not available in DB view, the...1
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Be able to add Fund Description, Campaign Description, Appeal Description and Package Description to a Constituent Record under "Giving History"
When RE is integrated with FE, the FundID is usually a number for finance which leaves the development department unknowing which fund it is. Having the Fund, Campaign, Appeal and Package Descriptions as an option on the constituent record under "...0
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Make Addressee and Salutation fields mandatory.
We have set these two fields as mandatory in the database view and would like to be consistent how we address donors.0
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Allowing users to query the start and end dates of solicit codes in database view
Our team currently lacks the ability to track when a solicit code is added or end-dated in Raiser's Edge. It would be very helpful if you could add this feature, allowing us to monitor changes to solicit codes from the database view, which we typi...0
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Add traceability to Constituent Code fields
Could you add fields which record and track which user last added or changed Constituent Code fields and on what date? This would be really helpful in tracking supporter journeys.0