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In Web View: Query > Criteria > Constituent > Specific Record: Allow for Inactive constituents to be found and selected
We should have the ability to search and bring in inactive constituent records into a Query Criteria in Web View through the Specific Record field. Currently inactive constituents are not allowed to be part of the Specific Record criteria in Web V...2
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Clean and Simple Year End Giving Statement
There doesn't seem to be a very clean way through Raiser's Edge to generate year end giving statements for donors. Giving Statements in webview are helpful, however, There's no way to customize an email or pdf generated to add customized language ...1
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Query tile window size
Please make the tile windows resizable in Query like they are in database view. The criteria list on the right is cut off from view while the available fields on the left have wasted space. With this, there should also be sliding bar on both sides...3
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Add Export to NXT
We need to have Export in NXT before Query is turned off in database view. With just Query in NXT, there is no ability to do household processing for mailing lists, or export fields like constituency code as separate columns rather than duplicate ...4 Planned
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Expand Spouse fields in Export
When working in Export, currently there are a limited number of fields that can be exported for the spouse. Including the Prospect, Action, Membership and Volunteer options for the spouse would be very helpful in multiple applications, especially ...0
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Make dates in webview query exports recognizable by Excel
Dates in the webview query exports are in mm/dd/yyyy which is not recognized by excel as a date when trying to use it as data for a pivot table. Exports from the database view queries and from the database dashboards are in yyyy-mm-dd which is rec...0
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Scheduled Reports RE NXT - Add option for more than one run date
To enhance report scheduling, please add a 'Repeats Monthly' option that allows users to specify multiple days. For instance, the selection process would be: 1. Choose 'Repeats Monthly'. 2. Choose 'Every Month'. 3. Choose 'Specific Day(s)'. 4. Sel...0
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Keep "Name" field in the same format in queries in NXT as it is in db view
I noticed the "Name" field in NXT's version of Query exports as Last Name, First Name for individuals instead of as First Name, Middle Initial, Last Name. "Name" in NXT Query exports should export the same way as it does in database view. Using Qu... -
Add a run date/time column to query output
We display data exported from query in various dashboards. A "run date/time" column would help viewers understand the recency of the data. We currently display a refresh date/time calculated in our BI software, but this only shows when the dashboa...0
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Allowing for Inactive Appeals, Campaigns, Funds, Packages codes in NXT Query
I can't be the only one who pulls old data using query and that requires using inactive appeals and packages. Currently I tried using Query in NXT to do this but it wouldn't allow me to search for inactive appeals. The functionality of allowing fo...7