Provide an Open-Field, Tab- and Shortcut-Friendly Option for Data Entry in Web View

The database view in Raiser's Edge NXT offers a highly efficient experience for data entry: users can quickly tab through open fields, utilize keyboard shortcuts, and input information with minimal clicks. In contrast, web view is significantly limited—it often requires clicking in awkward and illogical places on tiles, lacks keyboard shortcuts, and slows down high-volume or routine data entry tasks.

Please consider developing an "open field" or "data entry mode" in the web view, especially for constituent, gift, and action records, that allows users to:

This functionality is especially important for staff performing repetitive tasks—such as gift entry, action tracking, and constituent updates—and would significantly improve usability and efficiency.

Timing Note:
It is critical that this enhanced data entry experience is implemented before database view features like query are shut off and well in advance of any plans to sunset the database view. Many users still rely on the speed and flexibility of database view for essential workflows that are currently too cumbersome in web view.

  • Sunshine Reinken Watson ⭐Community All-Star
  • Jun 18 2025
  • Reviewed: Voting Open
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  • Laura Easterly commented
    11 Aug 20:28

    So many data entry processes in web view are just slower than they are in database view, and as nonprofit orgs continue to try to do more with fewer resources, the time lost to slower processes is a big dea.

  • Barbee Thomas commented
    07 Aug 16:53

    And please see the multiple people below who keep saying they are switching back to batching in database view because webview is so inefficient. This is not simply a matter of people resisting change and progress. Look at the specific, detailed examples being provided. This is a matter of critical functionality not yet being implemented in webview.

  • Barbee Thomas commented
    07 Aug 16:51

    Completely agree with Karen Diener: "This is a priority over anything related to AI". Exactly!

  • Deborah Drucker commented
    30 Jun 20:48

    This is so important. I really find myself wondering if anyone who designed web view ever sat down and tried to do an hours' worth of data entry using it. I am trying to use web view more, but inevitably I work in web view 15 minutes and switch to database view because it is so much faster and efficient.

  • Kim Berry commented
    16 Jun 16:30

    This would be especially helpful in grid batch. As I'm entering gifts, when I get to the end of one line and tab to the next, I have to CLICK into the constituent name field in order to start searching for a record. Sounds silly, but having to take my hands off the keyboard, find the mouse, position it in the cell, click, and then go back to the keyboard is a big time waster and interrupts the flow of gift processing.

  • Jess Stephens commented
    09 Jun 15:30

    Data entry, for example, in gifts, is truly awful in web view - so much scrolling, clicking through to other screens, minimising giant summaries that spring up as soon as you open gift management, it takes SO much more time and is massively frustrating.

  • Guest commented
    15 Apr 16:20

    100% agree! As someone who enters data en masse, keyboard shortcuts significantly reduce time spent on the task. Carrying over all the functionalities of DBV gift entry into WB grid batch entry is the only way to keep working efficiently.

  • Judith Youngblood commented
    30 Mar 19:32

    PLEASE, please, oh please. I am SO much more inefficient having to use mouse and keyboard. Time and accuracy are of the essence and neither are taken into account with current navigation.

  • Rachel Kauer ⭐ Community All-Star commented
    30 Mar 16:04

    I would love to see this in Webview. Even one shortcut - such as plugging in today's date, or inserting a timestamp in a note- is such a crucial timesaver for me. The more tasks I transition to Webview, the more I feel the loss of shortcuts - it's really impacting my data entry time!

  • Karen Diener commented
    30 Mar 12:39

    A perfect item for the "Manage and act on your data" swimlane of the fall PUB. This is a priority over anything related to AI.

  • Devan Bessinger commented
    30 Mar 12:31

    YES!!! Web view navigation, data entry, and usage are simply much too slow and cumbersome to be effective. We MUST be able to speed this up for web view to be a viable solution for the future.

  • Guest commented
    11 Mar 10:59

    I completed the first batch in RE nxt yesterday, it took around 3 hours. I had to save and restart the batch (lunch) and found the entries were not saved in the order I entered them. I had 87 entries, and did not know where I was upto - having to go through my spreadsheet one by one to find where the batch was upto was very time consuming. I agree, when entering a user id you can tab across to amount and tab across but then when there are options for types, Ie Other or One Time Payment - selecting O brought up one option and i was having to use the mouse to click on Other as the keyboard arrows or numbers wont move up or down, so mouse is the only option. This makes data entry slow and tedious. We also have warnings and pop up boxes ( prompts) appear on some constituents, and these are set up to tell the administrator to send the donation to another account - and these did not get flagged - and in DB view they do.

    So all in all, the batch is done but i cant commit because i do not know which constituents donations need to go into the other account. It took most of the afternoon.

  • Cynthia Ehlers commented
    10 Feb 04:15

    This is absolutely necessary. The time wasted in navigating and clicking in web view creates such an inefficiency that I will be hard pressed to be able to do my job in any timely manner. I can navigate through records and queries in database view without touching the mouse, meanwhile web view easily takes 10x's longer. Database management, clean up, and entry should always be as streamlined as possible.

  • Therese Morris commented
    22 Jan 15:38

    Data entry in NXT takes so much longer to navigate!

  • T W commented
    December 23, 2025 22:30

    Plus, I HATE having to type in the CFAP in web-view gift entry fields. Give me a drop down so I don't have to memorize or look up sponsorship level names (for example)

    !

  • Amanda Bass commented
    November 12, 2025 15:19

    Absolutely! Every time I try to use it because DBV is going away I switch right back because it takes so much longer in WebView!


  • Tracy LeClair commented
    September 12, 2025 17:18

    100% agreed & concur with Erin's comment: This. The amount of time wasted on some of these tasks in webview is astounding.

  • Jim Moudy commented
    September 12, 2025 15:31

    Effective data entry user interface on the web is essential to productivity in Raiser's Edge NXT and for your customres. Things as simple as not including marital status on the initial record and making us save a record and choose "constituent summary" and "personal info" to enter this information is not good UI. Also, Salutations are difficult to manage in webview and have to similarly be added. It is also very easy to click cancel at the bottom of the screen and delete all the work you've entered when entering constituents online. I am happy to give more feedback on this issue as well. Thanks again for all the consideration and feedback.

  • Erin Titter commented
    August 29, 2025 18:08

    This. The amount of time wasted on some of these tasks in webview is astounding.

  • Guest commented
    August 13, 2025 15:59

    Agree whole-heartedly with these suggestions. The frustration level has been increasing at a steady rate as we have been trying to transition from database batch entry to webview batch entry. Unfortunately, we have run into major stumbling blocks, particularly, trying to apply payments made by personal checks to recurring gift records so the payments will appear as recurring gift pay-cash; updating that information on each donor's record after a batch is approved is much too time consuming. I don't envy the engineers trying to work out all these issues, but I certainly hope they take note of customer concerns before setting the final timeline for eliminating the use of database.

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