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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
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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
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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
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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
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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
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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
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Open multiple constituents at once
It would be helpful to toggle between multiple constituents. I sometimes work with a small group of people, not in a list, and would like to toggle between their records for information. This functionality exists in the db view. If it's in NXT I c...0
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Could it be possible to export a constituents current tax payer status
It would be really useful to be able to export a constituents current tax payer status or have this recorded somewhere on the database. At the moment we need to export all declarations and find the column with their most recent status.0
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Create list from target records merged
Have the ability to create a list of target records merged. Similar to the list that already exists for source records.0
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Batch processing (Approve/Deny) of all updates to RE-NXT via API
Batch mechanism where users of RE NXT can review all the updates that are pushed to RENXT via API by third party system and approve/decline them? I noticed that on Blackbaud CRM this is possible and we were wondering if the same would be available...0