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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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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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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
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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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Outlook App should attempt to create matches with non-constituent records - i.e. individual relationships
I recently added the outlook integration app for NXT. Many of my accounts are organization accounts with multiple individual relationships attached to them. The RE:NXT app in Outlook currently only looks at constituent emails to find a match. If I...1
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View SSN in Constituent Summary
Several clients track employee ID as SSN and it would be great to be able to view/add/edit this information from NXT. Having in Constituent Summary would be ideal!2
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Addresses panel needs to show address attributes
RENXT needs to show address attributes when viewing address details. To streamline which address is used for certain types of mailings and effectively use the database view Mail feature, we use address attributes to filter mailings. Even if those ...0
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Allow Fuzzy Date in constituent attributes / custom fields
This would be enormously helpful for us. We use attributes for so many things - e.g., the year a politician was elected; the year a teacher began at a school. The date field is more or less wasted in a case like this when we do not have an exact d...1
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Keyboard shortcuts in web view constituent records
I would love to see keyboard shortcuts in RE NXT constituent records. I often open a record in database view and just hit a shortcut to go right to a particular section (eg. alt+g to jump right to Gifts). It would save a lot of time if this was av...1