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Record Properties visible Unified View
We need to know when a record was added, who added it, when it was last changed, and who last changed it. This applies to all record types, especially Gifts, Constituents, Actions, Proposals, Appeals, Funds, Events, Participants, and more. For peo...0 Reviewed: Voting Open
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Add Advanced Search Functionality in Webview (Similar to Database View)
It would be extremely beneficial to enhance the search functionality in Webview by adding an "Advanced Search" option, similar to what’s available in the Database View. Currently, the Webview search is quite limited and often returns partial or ov...34 Reviewed: Voting Open
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Add the ability to leave comments (manual or automatic “signature”) on phone numbers, emails, and other fields in Raiser's Edge NXT.
In Raiser's Edge Database View, you can add comments on phone numbers, emails, and other constituent fields. For example, in Data Management we’ll put “DM-Tony” to show who last updated a record. This helps track changes and makes it clear who edi...25 Reviewed: Voting Open
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Provide an Open-Field, Tab- and Shortcut-Friendly Option for Data Entry in Web View
The database view in Raiser's Edge NXT offers a highly efficient experience for data entry: users can quickly tab through open fields, utilize keyboard shortcuts, and input information with minimal clicks. In contrast, web view is significantly li...30 Reviewed: Voting Open
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The ability to custom select what field value should be primary when merging constituent records
In other CRM platforms, when merging duplicate constituent records, I have been able to select what field value should be "primary". For example, I was able to tell the system to use the "most recent" email address or phone number for a constituen...0
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Allow us to query primary phone and primary email
A constituent can only have one primary phone and primary email. Allow us to query (criteria, sort, output) based on that specific phone/email's fields. In the absence of a primary phone and email, if another active, not "do not call/email" phone/...0
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View data without scrolling
This was a comment within the 'Do Not Sunset Database View' suggestion & I'm adding it as an idea here. We need a capability or view type for Admins - or, frankly, anyone - to see the whole record similar to Database View. Having to scroll thr...1
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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...15 Reviewed: Voting Open
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Customizable Requirements for New Constituents
Allowing an org to decide which fields are required to create a new record. We would love to make our donor recognition addressee type a requirement when creating a new constituent, so we don't have to go manually fix those when pulling annual rep...1
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Convert all search fields in RENXT webview to click/hit enter to search instead of auto-search
In webview, some search fields try to search as you are typing in them and some need you to hit enter or click on the magnifying glass to start the search. It is incredibly frustrating that this behavior is not standard across webview. I suggest c...3 Reviewed: Voting Open