Allow Constituent Summary Notes (RE NXT Summary) as Query/List Output and Export Fields in Web View
Allow Constituent Summary Notes (RE NXT Summary) as Query/List Output and Export Fields in Web View
Organizations use the Constituent Summary Note to provide fundraisers with a concise briefing before visits and calls. This field should be available as:
A Query output column
A List column
An Export field
Single-row Query and Reimagined Export output
This functionality is currently available through Database View exports using the RE NXT Summary note type and will be required before Database View retirement.
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Sara McCall
- Sep 25 2026
Related ideas
I did find and try this: "To query for constituents with a summary note in Raiser's Edge NXT, first log in and navigate to Analysis > Query. Create or open a constituent query, then on the criteria tab, select Notes and choose Notes not blank. On the Output tab, add the desired fields, including the Notes field. To specifically filter for summary notes, select Notes, then Notes equal RE NXT Summary. Click Run Now to view results and save or export the query as needed. This will help you identify constituents with summary notes, which are pinned to the top of their records for quick reference." But it gave me 0 in the results.
Yes! This would be an amazing add.