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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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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
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Multiple Contact types within the Relationship Tab without adding the contact several times
This would save an enormous amount of time. There should be a drop down menu to select several contact types for an individual, rather than having to add the individual multiple times to capture the multiple contact types they may assume within th...0
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I would like to see the "Industry" field (category) under the Constituent summary window
Fundraisers could benefit from knowing this info on a first meet, if they are unfamiliar with the organization.1
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The ability to sort individual names from an organization in alpha order in the relationship tab (this is how they are shown in the database view)
It takes too long to scroll through an organizations employee names if they are not in alpha order. This is very convenient in the database view and should be a standard view.0
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Address "Country" field is required, doesn't allow for a blank option, and overwrites blank Country fields (added via database view) for ALL existing addresses when any address is saved.
In our database, we don't use "United States" for a country field, because we don't want "United States" printing out on everything. We delete it wherever it exists and leave the country field blank for anything but foreign addresses. There is no ...4
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Add fax number to the list of phone types viewable on NXT
Fax numbers of constituent records are not currently viewable in NXT. If a constituent has a fax number in their record in Raiser's Edge, nothing shows up in NXT.1
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Export with individual childrens' relationship using the childrens' class of as the "order by" in the criteria
The president of our school asked for a report listing all past and current parents including the names of their children in age order. The only information we had to create this report in age order was the "class of" under the individual/educatio...0
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Add More Options to NXT Workflow Designer
It would be great to create a workflow on "years of giving". In the "Giving" section on a donor's profile it calculates their total years of giving. Since the information is already there it would be nice to be able to create a workflow when a cer...0