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Add Constituent ID to the Relationship fields in query and export.
Please!0
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Automatic email to a solicitor, notifying them when a gift is received from a prospect in their portfolio.
We would be very interested in a way for Raiser's Edge NXT to automatically email a solicitor, notifying them that a gift was made by someone in their portfolio. Right now, we rely on a query that is exported to Excel and we then send solicitors a...0
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We need to see the professions and industry fields for peoples employment relationships asap!
No description provided1
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Expend Relationship tile to a new window with additionnal columns
I would like to see the option below the Relationship tile, a link called Work with Relationships (similar to the gifts tile) to be redirect to a full screen view with the option of having numerous selected columns. Why? In a large company's profi...1
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Show Spouse Nickname
Currently, the bio 1 nickname is shown, but not the spouse nickname. Would be VERY helpful to show Spouse: Susan "Sue" Williams there, versus my ED who wants me to go in and just delete spouse first names and replace with nicknames. ACK!!!0 Reviewed: Voting Open
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Implement a single, identical "Household ID" which is shared by all members of a household.
This doesn't currently exist. There is a "relationship import ID", but it is reciprocal between spouses/other relationships and thus cannot be used in the same way an identical Household ID could be.1
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Drag and Drop Relationships
It would be helpful to be able to drag and drop relationship records in a constituent's NXT record. Currently you can only sort by a few limited criteria. Dragging and dropping in order to better customize in what order we see these relationships ...0
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Import feature to connect with Fund Relationship and Constituent Fund Relationship
Hello, currently we have to manually connect the Fund ID under Relationship Tab to a Constituent record under relationship. Is there an import feature can create the relationship automatically instead of entering it one by one. It is very time con...2
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Add ability to "work with relationships" like "work with gifts" in NXT
It would be great if we could click the relationships tile & create a list of all relationships to a constituent, like the "work with gifts" function. AND, adding relationship to the list filters would be really helpful.2
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Create a setting in RE NXT or database to automatically soft credit gifts when a spouse is added
Currently for each spousal relationship this has to be done manually. Create a setting where spouses can be automatically soft credited for their spouses gifts when added. Or make it an option when adding the spouse on the main page.0