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28
Vote
Make Mandatory Fields in the Database View transfer to Web View
Currently when you make a constituent record field required in the database view (for example: Action Status), it doesn't transfer that requirement over to the Web view. There's no way to make the field mandatory in the Web view either. It'd be gr...
Created 27 Apr 18:00 by Guest
Constituent record
1
13
Vote
Link student siblings through Connect RE
Student siblings in Core should be linked in Raiser's Edge when processing Connect RE. Currently parent/child relationships and Grandparent/Child relationships link but not siblings.
Created 27 Jan 15:06 by Lillian Monroe
Constituent record
0
22
Vote
Be able to Globally Delete Alias Type AND Alias Name
We have tens of thousands of irrelevant aliases that needs to be deleted. We are able to delete a specific type but the name remain in the record which is even worse because then you have all the names with no Alias Type. We should be able to easi...
Created 13 Sep 19:22 by Mansoor Niazi
Constituent record
5
14
Vote
Business Rules to be linked to Alerts
There are Important Notes for Constituents that Pop-up for end users and it should be linked to Alerts in NXT since most of our users are only have access to NXT.
Created 25 Sep 02:12 by Fariba Ferdosi
Constituent record
0
10
Vote
Create a cleanup tool of some kind to enforce a hierarchy of Constituent Codes on records
There are two plugins which sound like they would do this, but neither does. We need a way to maintain the hierarchy of Constituent Codes on records with more than one. Relying on manual entry and checking to ensure the "highest" priority code is ...
Created 27 Sep 16:03 by Amelia Ketzle
Constituent record
1
29
Vote
Adding/Linking the same action to multiple constituent records (individuals and organisations too)
It would be so great if we could add/link the same action (e.g. meeting, email) to more constituents in Raiser’s Edge 7 and RE NXT. We could create a certain action only once and then we could link it to multiple constituent records at the same ti...
Created 15 Sep 09:34 by Guest
Constituent record
1
30
Vote
Constituent search function
It would be great if when you ran a search that the search stayed open, encase you go into the wrong individual. Currently you have to rerun the search If this popped up in a different window it would be more useful.
Created 09 May 13:59 by clare watson
Constituent record
1
10
Vote
Add a multi year Proposal to constituent records
It would be great when we have the possibility to add multi-year proposals, so that expected gift amount will be split in (for example) 5, when a 5 year pledge is expected.
Created 26 Aug 12:59 by Guest
Constituent record
0
23
Vote
Automatic Invalid Address
Allow a business rule so that if the address lines are left blank, the constituent record is automatically saved with the "no valid address" field checked.
Created 30 Jan 00:11 by Guest
Constituent record
1
1
Vote
Separate Picklists for Addressee and Salutation
To be able to designate separate picklist options for addressee and salutation. It's rare an organization would use the same options for both, and yet they're all there in one big list. You can designate phone options as being for phone or email a...
Created 26 Jan 17:32 by Crystal Morgan
Constituent record
0
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