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Filter on custom fields/attributes in the Education tab
There is no way to filter a constituent list based on attributes associated with a constituent's education record. This is an important way to search for alumni that meet specific requirements. A search like this can be done by using a static data...0
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Merge Gift Aid declarations when using NXT
Currently if you merge two records in NXT it doesn't seem to take the Gift Aid declaration over to the target record. This could mean losing many claims. This should be an option in NXT1 Planned
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Deceased Finder in RE NXT - Export - Needs to INCLUDE Constituent ID
Currently the Export only includes the System Record ID which CANNOT be used to implement a Global Change (i.e. for Marking a Constituent Record Deceased). However those of us in the Field can use the Constituent ID to implement a Global Change of...0
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Hide inactive attributes in NXT
We have MANY attributes that are no longer useful to our organization and I'd like to declutter the Custom Fields box on constituent records. Reorganizing the list in database view is too time consuming.0
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Linking Gifts to Membership
After we converted to RENXT from eTapestry we imported all of the memberships into the membership module however I have not been able to link past transactions using the link new gifts button. This is grayed out. Please make it possible to link pa...2
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Mass update Solicitors when an employee leaves
All organizations that lose an employee need this ability. I have 303 accounts assigned to two people who left. In RE DB View I need the Major Prospect Manager updated and in RE NXT I need the Fundraiser updated. Was told not possible via mass upd...3
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Allow addition of Spouse name in NXT
I'm constantly going to database view to add a spouse. Please add this ability in NXT web view.2
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Target / Income
It would be great if you could view the target(segment) and income(ask amount) in the nxt web view for raisers edge1
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Global Changes and Importing to make updates to a mass number of records
We regularly use global changes and importing in database view to do mass updates. It is frustrating that we do not have this function in web view to update gifts (e.g. change receipt series/stack) or constituent records (e.g. import updates to so...0
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Ability to Attach a Constituent List Sharing Link to the Summary Note on a Constituent Record
We have multiple companies that have multple locations or subsideries that we interact with and have records in the database. We can and do use the relationship tile to link them. But the department head wants a quicker one step way to see total g...0