View record properties

For various audit or troubleshooting purposes, it is valuable to have access to record information such as who added, date added, who edited, date edited, etc.

This request asks for the capability to view this information in webview, to reduce the need to switch back to database view.

  • Guest
  • Jul 12 2017
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Constituents
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  • Russel Heskin commented
    30 Jan 20:19

    I would like to filter by the Date Added field in a gift list without exporting to Excel

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  • Kim Sorrel commented
    August 16, 2022 16:54

    I need this for Actions as well

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  • Ryan Hyde commented
    March 16, 2021 15:33

    Thanks for verifying, Anthony.

    Here's the link to the new idea for anyone interested: https://renxt.ideas.aha.io/ideas/RENXT-I-4095

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    Anthony Gallo commented
    March 16, 2021 15:03

    I just did a quick search and didn't see one for that specific task. If you want to create it you could always post the link here to see if this same group wants to take a look and we can see how the vote count stacks up.

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  • Ryan Hyde commented
    March 16, 2021 14:58

    Ah, so it's just shipped for constituent records then. I was hoping to see this for gift information as well. Is there another idea bank item to vote on for this, or should I start one?

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  • Admin
    Anthony Gallo commented
    March 16, 2021 14:55

    This has been released. There is now an option to View constituent properties from the Constituent summary tab in NXT. This will display the same data found in the database view properties window.

    2021-03-16_10-5...
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  • Ryan Hyde commented
    March 16, 2021 13:02

    I'm hoping this is still being considered. This would be very useful in many scenarios in web view.

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  • Lily Barger commented
    August 25, 2019 16:09

    it would be great if it was also possible to see who changed specific information... much like Zeidman's offering of Audit Trail

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  • Ron Fontenot commented
    August 25, 2019 15:28

    Please comment further if there are any other considerations.

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  • Ron Fontenot commented
    August 25, 2019 15:24

    Community: I see this as a generic request to access record properties - as Nancy Hartman noted a few comments above. I am going to edit the idea title and description to reflect this. Marking it open for voting.

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  • Dana Troy commented
    January 25, 2019 16:50

    Yes, as a DBA I often need to know when a record was added or modified, which is one of the reasons I have to spend more of my time in the database view than in the web view. I know this information could clutter the streamlined tiles in the web view, but it would be helpful if there was a link or separate area (just one idea) where we could view more of the details that are currently only visible on the back end to certain Blackbaud staff.

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  • Guest commented
    August 30, 2017 08:34

    Absolutely agree. IN FACT, we think it is essential to add new contacts on the go - through a camcard/scanner option from phone. Will add in as a seperate idea -- and hope everyone votes a big yes for the idea!

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  • Nancy Hartman commented
    July 13, 2017 15:57

    Yes, the properties are useful and necessary for many uses, date added, date last changed, and who changed it as well as the import Id's. All are going to need to be accessible somewhere in NXT when the database goes away in the future

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  • Jenny Physioc commented
    July 12, 2017 21:02

    Absolutely!  I look at this all the time and it is very helpful.  I also query on this frequently.

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