What's New: Open A Record In Raiser's Edge NXT From An Exported List

What's New: Open A Record In Raiser's Edge NXT From An Exported List

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To use a list with a spreadsheet application such as Microsoft Excel or Google Sheets for analysis or offline reference, you can select Export to download its information as a comma-separated values (CSV) file. When you create a spreadsheet from an exported CSV file, it now includes a new View record column. To open a record included in the export in Raiser's Edge NXT, select Open in NXT in this column for its row.

Also, for clarity, exported constituent lists now include both System record ID and Constituent ID columns, and exported gift lists include both System record ID and Gift ID columns.

For more information, see the Lists Help.

News Blackbaud Raiser's Edge NXT® Blog 01/11/2018 1:57pm EST

Added by Steve Stegelin

4 Comments

Steve Stegelin Jan '18

Hey Rachel! Yes indeed, expect links to actions and opportunities in their exported lists soon as well. Stay tuned!

Rachel Kave Jan '18

That is a fantastic feature! Do we know if there is a plan for the same feature in lists with actions and opportunities?

Steve Stegelin Jan '18

Ha, thanks Ellen! Glad you like. I'll pass this along to the team!

Ellen Smith Jan '18

Steve! This is so amazing! Thank you to the NXT team :)