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

6c1aeeef90f84e88ee362d1715e77b7e-huge-liTo 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.
Posted by Steve Stegelin on Jan 11, 2018 1:57 PM America/New_York

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Steve! This is so amazing!  Thank you to the NXT team :) 
  • Posted Thu 11 Jan 2018 02:50 PM EST
Ha, thanks Ellen! Glad you like. I'll pass this along to the team!
  • Posted Thu 11 Jan 2018 02:54 PM EST
That is a fantastic feature!  Do we know if there is a plan for the same feature in lists with actions and opportunities?
  • Posted Fri 12 Jan 2018 07:39 AM EST
Hey Rachel! Yes indeed, expect links to actions and opportunities in their exported lists soon as well. Stay tuned!
  • Posted Fri 12 Jan 2018 09:38 AM EST