Add full NXT restore capability after reset
I was not surprised to learn that data and settings from expanded NXT functions was being stored directly on the NXT platform. I was surprised to learn that this data can not be restored on a system reset. (I just lost 60 customized prospect lists.) This seems to be a real disincentive to "trust the system."
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Gary Cook
- Aug 29 2017
Just in case anyone has voted here and not for this Idea...see also: https://renxt.ideas.aha.io/ideas/RENXT-I-292.
We have just migrated to NXT and I too am astounded that there is no capacity to restore NXT from back up.
A restore of RE7 will cause a full factory reset of NXT and therefore a total loss of all NXT specific data.
KB96120 details this, and I have copied the specific config and data loss from that KB to show what is lost:
Field name (from the UI)
Description
Feature/Area
Fundraising Rights access to Work Center
Configuration stored in the web view that provides security groups access to Work Center
Control Panel
List Rights access to Lists
Configuration stored in the web view that provides security groups access to Lists
Control Panel
Linked and Invited Users in Security
All users who were invited and linked to web view along with the user’s assigned Security group
Control Panel
Action Status Configuration Add/Edit
Configuration settings to show status on Actions. Also, storing which statuses represent complete
Constituent & Prospect Actions
Action Calendar Download Preferences
All users may specify their default calendar export preferences for actions (ICS, file, Google Calendar, iCalendar, Outlook 365)
Constituent & Opportunity Actions
Action Direction Preferences
All users may specifiy certain custom fields that indicate whether an action is inbound or outbound
Constituent & Opportunity Actions
Action Outcomes
All users may specify whether a certain action had a good or bad outcome
Constituent & Opportunity Actions
Attachments
Converted media from constituent records from the database view and all attachments on constituent records in the web view
Constituent Attachments, Action Attachments
Prospect status history – Start date
The date of a prospect status change
Prospect status history in Prospect management tile on Constituent page
Prospect status history – Comments
User comments associated with a prospect status change
Prospect status history in Prospect management tile on Constituent page
Opportunity status history – Start date
The date of a opportunity status change
Status history tile on opportunity page
Opportunity status history – Comments
User comments associated with a opportunity status change
Status history tile on opportunity page
Prospect status configuration
Configuration settings for prospect statuses
Constituent page/Prospect management tile
Opportunity status configuration
Configuration settings for opportunity statuses
Constituent page/Opportunites tile
Lists
User saved Lists
Lists
Miscellaneous User Preferences
Miscellaneous user preferences stored in the web view, such as saved filter preferences on lists or tile order
Other
Constituent Profile Picture
Constituent profile picture will be stored in the web view and linked to the constituent record
Constituent/Non-Constituent Page Profile Picture
Ratings Configuration
Configuration settings for ratings. The ability to hide NXT ratings, along with sorting and choosing which custom ratings will appear
Constituent Page
We just had an instance where we needed to restore gift data in RE7 but it would factory reset NXT which would lose all of our configs, users (would need to send out new invitations to everyone), lists and all of the attachments. Luckily, I think we found another alternative, but it seems crazy that we would have to pick one set of data (gift data) over another set (attachements). Seems like there should be a way to restore both NXT and RE7.
I believe you also lose all Attachments, at least those added via NXT.