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Head of household not available in query or export
The Head of Household field is not available in query or export from within constituent information or spouse information. You have to go to relationships to reach the Head of Household field. This can cause a multitude of headaches since it appli...0
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Sorting relationships by importance, i.e. spouse, daughter, son, etc. so that when you access the record and look up relationships, the more important ones show up first in RE and NXT
Good afternoon, In raisers' edge, is there a way that in a constituent relationship tab relationships can be prioritized, i.e. spouse, daughter, son, etc. so that when you access the record and look up relationships, the more important ones show u...0
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Add the ability to add non-spouse relationships to salutation and addressee
We get donations from people who put more than one name in the First Name field of the donation form. We have no way of knowing what their relationships are, but it's clear that they would all like to be acknowledged for the donation. I suggest ad...0
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Make Field Terms the Same in NXT and Database view
As the database manager for my organization, it is really inconvenient to have terms be different between NXT and the database view. For example, in the database view, a proposal is called a Proposal but it's called an Opportunity in NXT. When I'm...1
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RE7 Consent Button - hidding unused Channel fields
The Channel fields cannot be modified or hidden -- this means everyone has to see everything all the time whether or not it is useful to the organisation... will create bad data entry.2
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Choosing which category is displayed when you open the Propsect tab
It would be great if we could customise the prospect tab better i.e to have the prospect category be on display automatically when you open the prospect tab0
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Allow a mapping to change the solicit code (for a set amount of time) of a constituent upon receiving a gift.
This would be great for giving constituents a grace period after they've given a gift by changing the solicit code to "Do not Solicit" or something similar for a few weeks. However, the ability to map whatever is needed to the solicit code would b...0
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View Actions of both constituent and spouse from either record.
Currently, if you put an Action on a constituent's record, it does not appear on the spouse's record. Therefore, if you accidentally put a spouse's Action on a constituent's record you don't see it next time you look up the spouse. This would also...0
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Add an age field that can be filled in without knowing a birth date
I want to have the option to add someone's age to their record even if I don't know the date they were born. For example, you may know that I am 37 years old but you do not know my birthday. With all the things one can do in a constituent's record...1
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Preserve Spouse Relationships When Merging (One-on-One or Mass Merge)
In today's product when two individual records are merged ALL relationships are moved from the non-surviving (merge from) record to the surviving (merge to) record EXCEPT spouse relationships when the surviving record already has a spouse linked. ...0