Raiser's Edge NXT includes two views of your data — the web view and database view — and continuously passes information and edits between the two. The rate at which the two views refresh or sync varies depending on the type of information.
Updates to most constituent details — such as contact information, biographical details, custom fields, actions, and opportunities — automatically appear in both views in real-time. To view the latest changes in the web view, refresh your browser. For more information, see Constituent Records.
Note: Updates to a constituent's fundraiser or giving information in one view may take up to 30 minutes to appear in the other.
Updates to security rights in Control Panel or the database view may take up to five minutes to take effect. For more information, see Security Group Records.
Media added in the database view may take up to an hour to appear as attachments in the web view.
Note: Any subsequent edits to media in the database view — and any media over 100 mb — won't appear in the web view. Likewise, attachments added in the web view doesn't appear as media in the database view. For more information, see Attachments or Media?.
Metrics in Analyze may take up to six hours to update based on new or edited information. For more information, see Analyze.
To help focus on relationships that need your attention, Raiser's Edge NXT automatically listens to your active constituent records and tags them each night based on special situations such as upcoming birthdays or lapsed giving. These tags appear under Tags on constituent records and in constituent lists and help determine which constituents appear under Needs attention under Overview in Fundraising, Work. For more information, see Tags and Recommendations.