What's New In Raiser's Edge NXT The Week Of August 15

Steve Stegelin

This week, Raiser's Edge NXT introduces some exciting new features — including the ability to add new individuals and organizations as constituents' relationships!

 
Add related indivduals and organizations to constituents. To enhance fundraising efforts and interactions, you can now add individuals and organizations — such as family, friends, and employers — as you track relationships for constituents. From the constituent's record, select whether to add an individual or organization relationship under Relationships, and then select Add in the Individual or Organization field. When you add a new individual or organization, you can save details such as their name  and contact information. (In the future, your organization can choose which details it requires for new individuals and organizations.) For more information, check out the Related Individuals and Organizations Help.

Enter descriptions for saved lists. To help explain the intent of a list or which filters are selected, you can now enter a description — up to 250 characters — when you save a list for use in the web view. (Previously, you could save descriptions only for lists saved as static queries or query lists for use in the database view.) For more information, see the Lists Help.


For more information about these features, or to catch up on previous releases, see the What's New Help and What's Recent Help. Enjoy!

Karen Romano

We are not able to add relationships in NXT unless they have supervisor rights.  The team has permissions and is able to add relationships in database view, but, not in NXT.

Karen Romano