Understanding Constituent ID and System Record ID in Raiser's Edge NXT

This article outlines the differences between the Constituent ID and System Record ID in Raiser's Edge NXT

Raiser's Edge NXT uses different types of IDs to help manage and identify records.

This article explains the difference between a Constituent ID and a System Record ID, and shows how to find these IDs in Raiser's Edge NXT (webview).

Constituent ID

What is it?

  • The Constituent ID (also sometimes called a "Lookup ID") is created automatically when a new constituent is created.
  • It visible in both Webview and Database view. In Webview, the Constituent ID appears under Constituent Summary.
  • Since it can be edited by users, it is not a reliable way for Trellis to identify constituent records.

System Record ID

What is it?

  • The System Record ID is a unique ID for constituents.
  • Since it cannot be edited in Raiser's Edge NXT, it is a unique and reliable for Trellis to identify records.

How to Find the System Record ID:

In Webview:

  1. Go to the constituent's page.
  2. Under the Constituent Summary tile, click View constituent properties to see a full list of details, including the System Record ID.




  3. Alternatively, the System Record ID can also be found in the page URL.

In Database view:

  1. Open the constituent record.
  2. Click File > Properties in the top left corner to find the System Record ID.

IDs for other records

Other records in Raiser's Edge NXT will also have both a Lookup ID (editable) and a System Record ID (non-editable), such as:

  • Participants
  • Funds
  • Campaigns
  • Events

To reliably identify records in Raiser's Edge NXT, Trellis always uses the System Record ID instead of the Lookup ID. The System Record ID is fixed and unchangeable, ensuring consistency and preventing confusion.

 

Did this answer your question? If not, please reach out to the Product Engagement team via the blue chat icon or email support@trellis.org.