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Add the Prospect fields to the Spouse folder in query
Enhance the spouse query folder by adding the Prospect fields. This change would eliminate the need to conduct a series of complex Excel exercises to identify records that require repairs to improve data quality (to fix issues related to trying to...0
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Constituents list - Build list to include filter based on status "Past Due"
It would be great to be able to build a exportable list based on the past due status that also displays the number of past due days so that we could perform analysis on the DO performance as well as keep up with the portfolios.0
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a direct link to the user's own constituent record in the database view that could display on the NXT user's web view homepage
I think it would be a good idea to create a link on a constituent's profile in Raiser's Edge NXT to their constituent record in he Rasier's Edge system. For instance, if I am under Jane Doe's NXT profile I could click on a hyperlink that is on her...1
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Primary Contact/Head of Household Indicator should be easier to query for
Primary Contact/Head of Household should not be buried inside of individual relationship records. Constituent and Non-Constituent spouses already have almost every other piece of relevant information included in the "Spouse" Category. Why is the "...0
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Give access to users to "Mark as Fundraiser" in webview if they can Mark "Is a Solicitor" in database view
Our development directors can mark people in the database view as "Is a Solicitor", but they can't do the same function in NXT by Marking as Fundraiser. This would be helpful because our staff are making assignments for our opportunities for 2017'...4
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Be able to exclude an ended fundraiser relationship in export
When exporting a list of constituents with their assigned solicitor, past relationships continue to show up. The only way to exclude them is to do special filters in excel. There should be some option to only include current relationships.0
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Include Total Given Field for Appeals
Within a constituent's record, it would be very hepful to see the "total given" field (that you can see in RE7), so that you could see at a glance if they gave in response to specific appeals.1
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Webview duplicate search when adding a new constituent - Not Working due to Database View Issue
Unfortunately, Webview has lost previously shipped functionality due to the lack of support for Database View. It's odd but details are below for why this is occurring. If you receive an error "Undefined RE Error" when saving (or importing) a new ...0
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Duplicate constituent search based on email address
No description provided1
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Letter/Pledge Reminder history in NXT
Being able to see any communication sent to a constituent would be helpful in NXT. Currently, can only get this in a database view, but as a Mobile user of NXT, it would be great to be able to see all activity.0