Database view fields not available in NXT

Options
JoAnn Strommen
JoAnn Strommen Community All-Star
Ancient Membership 2,500 Likes 2500 Comments Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
If you haven't discovered it already, you will. There are fields used in RE database view that are not currently available/viewable/useable when in NXT. 


If you've found one of these fields, please post. As Blackbaud has not provided such a list, this can serve as a reference for those asking about specific fields. Goal: make us all more effective in data entry and save time.


I spent over 30 minutes with chat support only to have them 'have to get back to you' when I asked about one specific field. Final answer "no it's not." 

On bio 2
Target  
Income

Ethnicity

Religion

and others - repurposed in our database and can't recall original name


Earlier post from Catherine Burns‍:   ...you should not plan to use any of these. e.g. Action Notepad Type - all action notes added in webview have type "Added via RE NXT" so I would not bother adding any other values to this field in database view. Action Notepad Title is also not visible in webview. Address Info Source is another. I


If you find the field in NXT, please share where it's hidden.  Thanks


Yes, there are also those with changed names - listed here https://kb.blackbaud.com/articles/Article/101288?_ga=2.137461616.1795418374.1582599529-1800974218.1573525515.

 
Tagged:

Comments

  • Tatyana Leifman
    Tatyana Leifman
    Tenth Anniversary 25 Likes 10 Comments Photogenic
    I'll add as missing from web view
    Region 

    found same place as Address Info Source in db view.


    However, I just discovered that Address Info Source is now visible.  You have to click on "view details" next to an address to see it but it is accessible.  Region still is not.



    From Notes Tab
    Note Type

    Note Title

    Tatyana
  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    HOH is not available in NXT - if you 'marry' someone in NXT add their spouse, neither is marked as HOH like required in db view.


    Just ran across interesting thread about it https://community.blackbaud.com/forums/viewtopic/159/47623?post_id=183969#p183969
  • Rachel Cavalier
    Rachel Cavalier Community All-Star
    Seventh Anniversary 500 Likes 500 Comments Name Dropper
    JoAnn Strommen‍ HoH should be available in web view - it's there in ours and there was a blog about it a few months ago, Did it not get rolled out to everyone?
  • Christine Adams
    Christine Adams
    Ancient Membership 100 Comments 100 Likes Name Dropper
    We can see HOH on the records.  It's right under their name once in their record.
  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Sorry, I should have been clearer. As discussed in the link post, there is no option to select HOH when creating spouse records in NXT. 


    Yes, it's displayed for records from db view that contain the info. If records are linked via relationship using NXT, HOH is not displayed or an option to select on either record.
  • Rachel Cavalier
    Rachel Cavalier Community All-Star
    Seventh Anniversary 500 Likes 500 Comments Name Dropper
    I think I'm misunderstanding something too.


    This is what I get when I link another existing record in NXT as spouse:

    1b3dbfbdeb81466ccae00e47791361a4-huge-sc


    Are you talking about something different to this?
  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Interesting... This is what I get. No option to mark HOH when adding or after the fact. 

    98a833d5d59e4750eebff7932f9f2b18-huge-sc

     
  • Rachel Cavalier
    Rachel Cavalier Community All-Star
    Seventh Anniversary 500 Likes 500 Comments Name Dropper
    Gosh that's weird - I wonder why you don't have it? You're hosted by Blackbaud, like we are?
  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Was wondering if it was difference between US and UK version.  I do see screen like you posted, Rachel, when I open relationship for records that came from db view. But not when creating relationship. 

     
  • Christine Adams
    Christine Adams
    Ancient Membership 100 Comments 100 Likes Name Dropper
    I'm getting the same options as Rachel.  I'm in CT, USA


    I tried to create a spouse relationship in NXT and it was the same screen Rachel posted.
  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Interesting indeed. Yes, we're hosted. 


    I had tried it several times but didn't get the option for HOH. I know thread was from last fall but it still seemed to not be possible for us. 


    Thanks for sharing that it's an option for you. :)
  • Deb Dressely
    Deb Dressely
    Ninth Anniversary 25 Likes 10 Comments Name Dropper
    We are able to see and add or change HOH in NXT view - Relationship - edit relationship
    685a30fd8e4a79020202375ea79d1046-huge-ho

     
  • Dariel Dixon 2
    Dariel Dixon 2 Community All-Star
    1,500 Likes Seventh Anniversary 1000 Comments Photogenic
    Here's the thing about this.  I figured this out yesterday.  The spouse has to be a constituent.  You can't set a non-constituent as head of household. So if the spouse is not set as a constituent, and only has a spousal record, you can't set them as head of household.  So if you are creating the record, the option doesn't appear, as far as I've seen.  The record has to already been created to set the HOH flag.
  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Yes, HOH doesn't apply unless both are constituents. Doesn't show as option in NXT for us when 'marrying' two constituents.
  • Heather MacKenzie
    Heather MacKenzie
    Tenth Anniversary 1,000 Likes 1000 Comments Photogenic
    Let's get this list going!
  • Lisa Theurer
    Lisa Theurer
    Ninth Anniversary Photogenic First Comment Loyalty Badge
    We use the "Region" field quite a bit. Have you transitions your "Region" info to a different field so you can use it in NXT?

    I am considering making it an attribute/custom field, but I don't know if there is a dumb tax with that.

    what have you considered or done for this?

    thanks

    Lisa

Categories