System Fields

Fields are where you enter information on a record, such as the First name field when you add a constituent record. System fields are those that come out-of-the-box in Raiser's Edge NXT versus custom fields or fields created with the API.

From Settings, System fields admins can specify which system fields in the web view are required on records. For example, the Title field is not required by default, but you can make it required to ensure a title is entered for each constituent.

Tip: To manage system fields, users must have permissions in the Settings role to manage system fields.

Under System fields, you can view a list of fields that can be required in web view, plus details including whether it's required or optional, and the type of record it appears on.

Note: Only fields in this list can be required in web view, even if they're marked as required in database view.

Note: When you make a field required in web view, it's not automatically required in database view and vice versa.

  1. Under System fields, select Edit from the field's menu

  2. To make the system field required, check Required?. When a field is required, a user must enter a value to save the record.

    To make the system field optional, clear Required?.

  3. Select Save.

    Note: It may take a few minutes for this change to take effect.