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Preferred Name for Solicitor/Fundraiser
I can't imagine we're the only organization that has this as a DEI issue, but it'd be a real game-changer if the preferred name of the fundraiser/solictor was displayed in the fundraiser options (at least on the web view). Using myself as an examp...0
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Expand Support of Special Characters
We are finding that not all special characters from the character map is not supported in Raiser's Edge or Raiser's Edge NXT. Characters such as, "ä" or "ß" or "ü," etc While some fields in RE support this, other's do not. The address field, name ...1
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Allow users to set constituent name display options
In the database view, each user can go to Tools > User Options to customize how constituent names are displayed for themselves without impacting how the names display to other users. In the webview, there is one overall setting for all users. P...3
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Dropdown field for county in NXT pulling data from the counties table in database view.
Surely it would make more sense for there to be a dropdown for the county field pulled from the table entries in the database view. Today we discovered that having security permissions to add entries to tables within the database view is irrelevan...2
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Ability to see custom fields in alphabetical order
When we open a record in database view and sort the attributes alphabetically, and then save and close the record, we can open the same record in the Web view and the custom fields are also sorted correctly. BUT when we go to another record in the...0
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Indicate "Primary" or "Secondary" behind Fundraisers' names at top of consitituent records in NXT.
When you pull up a record and see two, three, or four fundraiser names at the top under the prospect's name, you need to search down to the Prospect Research section to see who is assigned in what role. Some development officers mistakenly think t...0
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Reverse Constituent Merge
Once constituent records have been merged, please add an option to undo a constituent merge in The Raiser's Edge.0
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Upload a list of constituent names and have RE suggest the existing constituent ID
For any information that comes from an external source and needs to be entered into RE (i.e. a spreadsheet of new gifts that were tracked in another software), you need either the Constituent ID or SSN in order to link the new gift import to exist...0
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Update Spouse Record
It would be great if there was an Update Spouse Record for bio updates, Fundraiser Assignments, Notes, etc.0
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RE NXT Outlook Plugin - Orgs
Would it be possible to add organizational relationships to the RE NXT Outlook plugin for constituents. Sometimes they will be communicating with us on behalf of their organization. We would like to be able to click their org in the plugin and add...0