-
Inactive Attributes Should be Merged
When merging in the NXT Duplicate Management Tool, inactive attributes (and ratings) do not come over, which makes merging records cumbersome rather than easier as I assume is the intent with this new tool. Inactive attributes may not currently be...0
-
Add spouse/partner in NXT
Just learned a prospect's spouse name. Have to go into RE classic to add it. It would be amazing if I could do that from NXT.0
-
Please display an alumna's name in the RE NXT webview as in the RE database view - William Bill Jones Smith 1980 Deceased
Is there a way to display an alumna's name as in the RE database view - William Bill Jones Smith 1980 Deceased - in the RE NXT webview?1
-
Add default primary address copy when adding new relationship record in NXT
Though one can add a new relationship record in NXT, there is not a way to copy a common address into the new record. One must manually type in all address information even if it's the same as the constituent record.0
-
Default Constituency Code
When a new individual is created, it should allow a default constituency code so that doesn't have to be entered every time for most.0
-
Contact information for Contacts within a Corporation/Constituent
Why is it that if I am in a constituent file and click on a relationship (who happens to have their own constituent file) it take me directly to their personal information and does not give me their business contact information? In order to get a ...0
-
Add option to exclude deceased/inactive when searching for constituents
It would be nice to be able to exclude deceased/inactive or at least display who is deceased/inactive when you view search results for a specific name.0
-
Ability to globally delete individual relationship additional salutations
Currently you can only Add or Replace additional salutations for individual relationship records. I am in the process of cleaning up salutations and having to go into each record to remove the obsolete salutations is time-consuming. I found an ide...0
-
Include Country in Address Lines
Obviously we can tell when something is in the US, but it's not as simple for foreign countries, and if someone is handwriting a label or envelope from the Web View record, they will need to know the country.1 Already exists
-
Configure location and color of alerts in RE NXT
It would be very helpful to be able to configure where an alert will appear on a record in Raiser's Edge NXT and the color of the box. It currently shows up in the upper right hand corner of the record which makes it easy for someone to miss or ig...0