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Convert an individual to an organization record and vice versa
In database view, you can convert an individual record to an organization record and vice versa. This is primarily needed when someone passes away and their estate becomes their constituency. There are also data hygiene moments where it would be b...0
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Allow user to hit enter in webview when searching a constituent
I waste a lot of time looking up constituents because, out of habit and database view use, I press enter after typing a name. It shouldn't matter if I press enter or not. Please fix this!5
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Long overdue!!! Give relationships on NXT the same functionality as on database view.
This is quite urgent. As the database manager, I need to enter the full details of new organization relationships on behalf of all my users who only use NXT. I want to avoid having them use the database view, as it may confuse them. However, when ...0
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Ability to view more than 5 Custom Fields at a time
Need the ability to view more than five Custom Fields at one time. Perhaps allow a link similiar to the "work with gifts" link in the Giving History tile that displays an entire page with all the Custom Field information for a donor.0
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System settings to eliminate poor name format data entry
Currently, Raiser's Edge lacks system settings to: Require additional name formats when adding/editing individual records Require specific name format types when adding/editing individual records Assign specific name formats to specific name forma...0
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NXT Relationship panel should show if the relationship is a non-constituent relationship
No description provided1
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Unmatched Constituent from Online Donation - Only looks at Individual Constituents
RENXT is unable to “Create new constituent” as an Organization Record, it appears it is only able to create a New Individual Record. Thinking I can fix this, I went ahead and created a New Organization Record in database view, sadly RENXT is still...0
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Add primary name formats (Primary Addressee and Primary Salutation) as an output field in Constituent Lists
Please add fields such as gender, nickname, Primary Addressee, etc. as both output fields / "columns to choose" and filters in RE NXT lists. This is going to become more and more important once the ability to export lists as CSV files comes online...51 Reviewed: Voting Open
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NXT webview missing important phone fields
There are several posts about adding 'Comments' fields to emails in NXT, but this needs to go even further. ALL phone fields (phones & emails) need to be brought over to NXT, including 'Date last changed'. We rely on both the Comments and Date...0
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Add Phone Import ID to query (Really all fields that have an import ID and is not already in query)
I do a lot of querying the database for information to update/fix like phones and emails. I need the import ID in order to update what I need to for that particular phone entry. For example, I might be need to change several types of emails and ma...0