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Reason Code for Do Not Mail in Addresses
It would be really helpful to add a reason code to the Do Not Mail setting in Addresses. Currently, if an address is marked Do Not Mail, it is difficult to know whether it was marked that way because of donor communication preferences or if the ad...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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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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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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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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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
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Introduce Status field on several RENXT/db view forms
Several areas of RENXT would benefit from a simple Status field (Active/Inactive). RENXT instead relies on date fields, and in some cases, only a single date field (so recording a To and From concept is not really feasible), or else creating "Form...1
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birthdate and deceased date for spouses who don't have constituent records
We do not create constituent records for both persons of a married couple. But we do send birthday cards to both. However, in NXT there doesn't appear to be fields for birthdate (or deceased date) of these spouses. Both datapoints are critical for...1