Add Soft Credit, Relationship, and Alias fields to Constituent Window

Hello, your communication during our transition from RE7 to RENXT has been very welcome. Thank you.

For gift entry in RE7 I use View -> Constituent Window (CW) in a few critical ways to speed my manual gift batch entry--I'm responsible for entering US Mail gift batches daily.

  • I voted for RENXT-I-9760 because I also need a sticky window with a limited number of fields that I can choose to expose. I'd like the window width to remain the same.

  • I voted for RENXT-I-9710 because I want a persistent window from line to line… this may be the same as RENXT-I-9760 but in case they are interpreted differently, I voted for both.

  • I voted for RENXT-I-8802 because I don't like having the constituent record window replace my batch screen--if I need to open the record fully, I want to be able to open it in a new tab in my browser. Perhaps this means a setting where users can choose which of the two ways they would like to experience RENXT as a default.

We're looking forward to making the shift to RENXT, but for now RE7 is still more functional and convenient. However, I think RENXT could be an improvement over my RE7 experience.

If I could, I would also have some Relationship fields represented in my CW. I want to quickly learn if we've already captured additional names on my gift documents as parents/children on record, or perhaps family/friend. I want to know if we have assigned a fundraiser to the donor's profile--I might assign the fundraiser an Outbound Mail action to complete the acknowledgement letter, a signal that they should check their scan folder for the gift documentation.

I've also wish I could see soft-credit donor information exposed in my CW. The thank you preference for a soft-credit donor-advised fund gift is an additional lookup for me currently. I also need to check to see if the donor-advised Alias field is populated with the Fund name. Ideally, we'd have a more than one donor-advised Alias field, because we do have donors with more than one DAF, but they are rare so far.

If you go with RENXT-I-9760 and allow us to expose only the fields we need during gift batch entry, I hope you will offer us the options from all the available fields on the Constituent records, and not a subset of them as it was in RE7. The Soft Credit would be so huge--possibly the most complicated to pull off, but huge. Thank you.

  • Ieva Swanson
  • Oct 15 2026
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