Ability to view addressee/salutation on search results
It would be really great if some progress could be made on the Search Function. I would love to be able to choose one of our additional Addressee/Salutations to see there, because it contains a lot of the information I would find useful when searching. However, being able to select what data appears would be a step in the right direction. I never use the Quick Find in RE:7, always the Search Window. And it's always set to my customized SearchView query, so I see all sorts of information before opening a record. Seeing as there is no Previous Search feature in NXT, it would be good to see additional fields so you don't have to continue typing in the same search parameters repeatedly.
I would like to see if a record is marked Deceased, the suffix (Jr. or Sr. specifically), and also the spouse name (even if it doesn't match the search criteria). And I would sincerely LOVE to be able to see, if not type, the Constituent ID (preferably TYPE/SEARCH with the Constituent ID).
Because of the cumbersome searching in NXT, I find myself bypassing NXT and going with RE:7 (admittedly, I usually end up in 7 anyways, because most of the time I need data only available in 7 at present, or I need to be able to enter data). But if the Search box in NXT doesn't get some additional capabilities, even when the DBA role of NXT is available, I'll be inclined to use 7 primarily.
And please, please, please move the Constituent ID to the top of the NXT record! Vital piece of information that is buried at the bottom of a tall tile, making it a pain to find and jot down when needed.
Thanks! =)
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Jen Claudy
- Jul 13 2015
- Reviewed: Voting Open
Related ideas
In higher ed we would love to see the class year associated with the individual (which could populate as a salutation for us)
Hey everyone, this is a bit of a broad idea so I'm going to break it out into several ideas. I already see ideas for accessing recently accessed records and searching by RE Lookup ID, so I'm going to use this idea to represent the first thing you point out (view results by primary addressee/salutation). I'll also add an idea for the deceased indicator in searches and another for always showing spouse name in results. I'll leave the description unchanged in case there are other requests that I may have overlooked in there. :)
Also would like to be able to add an Assigned Solicitor using their Constituent ID rather than having to type out the name every time. The lack of this feature is prompting me to use RE:7 to assign solicitors (and to do anything where I can look up the constituent by ID, because it's so much faster & easier than by name).