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Relationship Lists in NXT
It is very important to our organization that we can display specific relationships in columns on list. Can this feature be accessed in NXT or added if not?4
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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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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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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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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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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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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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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