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Add Constituent ID to the Relationship fields in query and export.
Please!0 Reviewed: Voting Open
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Add relationship panel to relationship records (Non Constituent)
Idea: Add relationship panel to relationship records in web view. Why: To be able to see why a record exist with having to copy data and use it to search for the parent record. Thoughts: While doing some cleanup I came to a relationship record in ...2 Reviewed: Voting Open
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Update Addressee/Salutation Formula When Spouse Is Marked 'Deceased'
No description provided0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Adding checkbox to mark employee as "active" or "inactive" in webview
There is a box in the Employment Relationship section, visible in database view, that allows you to uncheck when employees are no longer active; however, it is not present in web view. It affects our reports, and it would be extremely helpful not ...0 Reviewed: Voting Open
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Promoted non-constituent relationships' Added Date and User should be date they became a constituent
In the db and web views when a non-constituent relationship is promoted to a constituent, the Constituent Properties for Date Added and Added By remain the same as the original non-constituent relationship. This isn't accurate or helpful. These ar...0 Reviewed: Voting Open
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create option for texting to consitituent lists (similar to the current email option)
I currently email to constituent lists and would like that as a text option as well.0 Reviewed: Voting Open
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Make search for a Fund as easy as search for a Constituent in web view
We have hundreds of Donor Designated (Endowed) funds. It is so easy in Database View to go to Records/Funds and search by fund name but there is no equivalent in web view. You have to back into a fund with many clicks, from a donor who made a gift...0 Reviewed: Voting Open
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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 Reviewed: Voting Open