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23
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
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
14
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
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
2
Vote
Add date to custom field/constituent attribute from donation page.
When NXT adds a custom field/constituent attribute from the donation page it doesn't include the date.
Created 02 Aug 16:25 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
3
Vote
Allowing one action to be linked to multiple proposals/opportunities
In one meeting, a MGO can discuss multiple proposals. When writing that contact report into an action on RE, you can only link it to one proposal or opportunity. However, this contact report might share movement about a planned gift AND a major gi...
Created 03 Apr 13:58 by Guest
Constituent record
1
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
19
Vote
Globally Add, Delete and Change option for Consents
Currently Consents tab is not available under the globally Add, Delete, and Change function. It is critical to have this option since we are using for GDPR opt-in, opt-out, and legitimate interest.
Created 11 Feb 10:33 by Guest
Constituent record
0
22
Vote
Allow for Documents uploaded to NXT to be viewed in the database view
My job is to manage our database, enter gifts and run reports.It is our practice to upload documents such as pledge commitments or grant agreements to the media tab on a constituent's record. However, if I upload it in NXT where it will take the e...
Created 23 Feb 17:28 by Guest
Constituent record
2
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