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Add more Add/Sal options to the Customization Options in Mail Merge
In mail-merge under "Fields to Include" there is Addressee/Salutations.Donor Addreseee, Addressee/Salutations.Donor Salutations, and Hon/Mem. Tribute Addressee/Salutations etc... After selecting options on one of those field, you may select up to ...1
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Track updates in a record
We have to track changes in RE to update a patient database. I would like to add a feature to track what changes have been made in a record over a specified period of time.0
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Expand Relationships in NXT to be able to see contact info easily
When you go into NXT to find contact info for a business, it is blank as most of the info is under relationships. It is tedious to click on the person and find the info. Would be much easier if you could just click on name and it would expand to s...0
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Update address type when changing for a shared address
When I am updating addresses, I would like the address type to update as well. I prefer to keep historical data of addresses, so I change an address to previous then add new address (very similar to when data is brought over from Core in Connect R...0
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Date Field with Constituent Summary Note
We use the constituent summary note a lot in NXT, primarly for frontline staff to give a brief synopsis on the strategy for their prospect. It would be helpful if there was a date field that was accessible so we could see when it was last updated....1
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Use the dropdowns when adding addresses to prevent typos and enforce RE security in NXT
In my case the issue is NZ Suburb and NZ City but I suspect it will also affect City and State and I am sure others are worried about typos in address fields messing up code tables and flowing into reports etc. Even users without permissions to ed...1
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Consent Records - Webhook.
We've integrated our platform with Raisers Edge NXT to synchronise constituents and consents to be able to provide automated emails, surveys, forms and workflows. From a webhook perspective, we've implement the constituent add, change and delete. ...0
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Link "Fundraiser" button to Portfolio
Please link the Fundraiser button on the constituent record of fundraiser to their Portfolio. Currently there is no easy way to get from the constituent view of a fundraiser's record to their list of assignments.0
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Bulk import attributes via CSV via Email matching
We use CampMinder to keep track of staff and students, and we update those staff and students into Raisers Edge. I'd like the ability to import a CSV with staff/camper emails with rules: 1. IF email matches existing constituent, add attribute. 2. ...0
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Allow type/search in country field
While I love scrolling down the country flags with the country names, it would be a lot more efficient if we could type the countries initial letters to search/select the country when adding/updating an address.0