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Make Phone Number Date Last changed field overwritable / importable
I'm importing a new phone type for a group of records from 2 years ago and want to keep the original date. However, the Date Last changed is automatically updated to the import date. Could this field be made available for Constituent Phone imports...0
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Please add an option to see a "opportunities"
Please add an option to see a "opportunities" in NXT Workcenter>Constitutes. It would be nice to see who does and doesn't have opportunities. I know I can go to the "opportunities tab" to see all the ones that are assigned but I want to know wh...0
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Allow Date From/Date To when pulling by Primary Constituent Code
Apparently, when building Constituent Lists, you can only apply Date From/Date To (or "as of" in NXT) criteria to non-primary constituent codes. Perhaps there is a reason for this but since our parent universe is segmented based on primary + date ...0
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Pop up to show Potential Duplicates
When adding a new constituent, you can see the potential duplicates at the bottom but it's a very passive way of presenting the information. Unless the person is very well-trained, they could easily miss this. It would be much better to mimic clas...0
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Constituent's Current and Historical Donor Category should be calculated and stored
I've looked and looked in the RE 7 and RE NXT ideas and can't find this although I know it's been asked for for decades: When opening a constituent record and looking at gift information--perhaps on the Gifts Tile in the web view, but see the full...0
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RE NXT Rating - non admins should be able to sort for most recent ratings first
It makes no sense that only the admin can sort ratings for themselves only, and fundraisers and others without the "gear" can't sort. An ability to sort all rating records in NXT for newest first, or the ability for each user to sort is necessary,...0
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Specialty field needed in RE NXT relationships
We are a medical school and need to track constituents' medical specialties. In Raiser's Edge database view, there is a field under organization relationship for specialty, but there is not one in NXT. It has to be added manually under Notes. We'd...0
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It would be useful to be able to search for a deceased non-constituent.
It would be useful to be able to search for a deceased non-constituent as this is not currently possible.0
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Conditional Logic for Addresses in Raiser's Edge
It would be great if there could be some conditional logic available for addresses. For example, when you choose a state, the county options that populate would only be counties for that state. Or when you choose a certain county or state, the reg...0
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Add other types of "Fundraisers" right below the name on the record
We love the way that we can see the name of the spouse and fundraisers assigned right below the name on the record. We would like the ability to add new category like "Care Manager" and have their name appear there as a link. Since they are not fu...0