Tables

Note: To access Tables in web view, users must have Supervisor rights or be assigned to a security group with access to both Configuration and Code Tables in database view.

Tables are fields where you can predefine entries to save time and promote data consistency.

For example, one of your users could enter “website” in your How did you hear about us field on a constituent record, while another could enter “internet.” From Control panel, Tables, you can make “website” the standard entry for all your users, thereby making the information easy to retrieve from your database in queries and reports.

Tip: To keep entries uniform, navigate to Control panel, Security and limit rights for your users to add and edit table entries. For more information, see Security.

Raiser's Edge NXT includes tables for all the fields in your database by default. From the list, you can view and manage the entries for each table. You can also manage tables you define including donor category and attribute tables.

To locate a table, select the category of fields it belongs to — such as Biographical — or search for it above the list.

Note: Attribute tables appear in the category list when you select All.

Raiser's Edge NXT includes tables for all the fields in your database by default. The only tables you can define are for donor categories and attributes.

  • Donor category table — Navigate to Control panel, Tables, and select New donor table above the list of tables. For more information, see Special Tables and Entries.

  • Attribute table — Navigate to Configuration, Attributes in the database view and define an attribute with a table data type. For more information, see The Raiser's Edge Configuration and Security Guide.

    Note: In the web view, attributes are referred to as custom fields.

To view the existing entries for a table, navigate to Control panel, Tables, and select the name of the table, or View from its menu .

If necessary, you can change the name of a donor category or attribute table after you add it to your database. From Control panel, Tables, select Rename from the menu of the table to change, update the name, and select Save.

You can delete user defined tables only if none of the entries are in use on a record. If none are in use, you must remove all the entries before you can delete the table.

To delete a donor category or attribute table, navigate to Control panel, Tables, and select Delete from the menu of the table to remove. Next, select Delete to confirm your selection.

Table Entries

A table entry is a value for a table. Most tables only require you to enter a description for an entry. Entries for special tables, including awards, benefits, donor category, phone, and ratings, require additional details.

  1. From Control panel, Tables, select View from the menu of the table to add an entry to.

  2. Select New entry and enter a description up to 50 characters. If necessary, also enter a short description up to six characters. For example, you can create an entry for the Constituent code table that displays a description of Board Member, and a short description of BM.

    Note: With the exception of the Suffixes table, tables can't begin or end with a space. Raiser's Edge NXT automatically removes any leading or trailing spaces if you include them with an entry.

  3. For awards, benefits, donor category, phone types, and ratings tables, enter additional information as necessary. For more information, see Special Tables and Entries.

  4. To make an entry unavailable for use, select Inactive.

  5. Select Save.

  1. From Control panel, Tables, select View from the menu of the table to edit.

    Tip: To help locate a table entry, you can search for it above the list.

  2. From the list of table entries, you can edit their details, change the order, or add new entries.

    • To edit an existing entry, select Edit from the menu next to its name and change the details as necessary.

    • To change the order of the entries in the table, select Move up or Move down from the menu next to the name of the entry to move. You can also drag and drop entries to change their order.

    • To add a new entry, select New entry from the top of the list or Insert above from the menu of an existing entry.

  3. To make an entry unavailable for use, select Inactive. When you select this option, the entry doesn't appear when users:

    • Select Display active entries only from the list of tables.

    • View the tables entries from other areas of Raiser's Edge NXT. This ensures the entry is not available for users to select on additional records without deleting it from your database.

  4. After you add, insert, or edit an entry, select Save.

Note: This feature is only available for tables that support table clean up.

To identify whether a table entry is in use, select View uses from the menu next to the entry's name in the table entries list. If any records include the entry, a list of system IDs for each record type appears. In the database view, from Query, you can use the system IDs to search for and update the records as necessary.

Tip: To use a long list of system IDs elsewhere, select Copy or Export from each results page.

You can only delete a table entry if it's not in use on a record. From Control panel, Tables, select View from the menu of the table that includes the entry. Next, select Delete from the menu of the entry to remove and confirm your selection.

Tip: If an entry is in use on a record, inactivate it to ensure it isn't available for users to select on additional records.