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Introduce filters on the Constituent timeline
We would like to see the ability to filter the constituent timeline on a constituents record added. It would be useful to have the ability to filter on event participations and gift types so that only we can use the timeline in a more productive w...0
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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
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Ability to expand custom fields (attributes) to see all at once
Some of our constituents have many custom fields (attributes) and scrolling through to find what you are looking for is frustrating. In database view you can see all at once.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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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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edit person’s primary employment
: In NXT I can view a donor. I can edit the donor’s personal info. However, I can’t edit the donor’s primary employment. From my end that seems like a logical and easy fix for the developers.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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Add Anniversary DATE to NXT Personal Information where it is MOST helpful
For relationship building it would be helpful to have adjacent to the birth date, the anniversary date. I know it can be set up in relationships; however, could that same information (with a click of check box) also put the same information above ...0
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Deleting accidental "Merged duplicates" section in RE NXT
When something is merged accidentally in RE NXT, it'll be good to be able to delete it in Duplicate Management under the "Merged duplicates" section.1
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Spouse/Partner
In NXT, there are a couple of places where "Spouse" is automatically listed as the option. Would be more inclusive for that to read "Spouse/Partner". I know the option for Partner is in the dropdown, but since a spouse or a partner usually reside ...0