Add Address, email and phone notes/comments to NXT
At present, if you add a note to an address (via info source) or a comment next to email or phone in database, that note does not show in NXT. So if you marked an address as "Do Not Contact" in Database because they don't want mail any more, and then you get a "new" address for them, you don't know why the mail was marked as Do Not Contact.
Same would apply to email and phones. Please move the notes and comments over from DB into NXT!
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Brian Bates
- Sep 22 2017
Related ideas
If an email is marked Do Not Email due to an unsubscribe request through Email Marketing, it would be nice for this to be noted. As such we don't know if the email is invalid, unsubscribed, prefers no email, etc.
Please consider adding comments fields!
Absolutely would save time and confusion. One hundred times YES!
My organization really needs the comments fields on contact information to be viewable in web view. The fact this is only in database view is a hindrance.
This functionality is super important, coming from an organization providing care on a terminal illness, and we need to know exactly who we are contacting.
The fact that this is STILL not availavle in RE NXT (Insights or lists) is crazy. Suggested in 2017. What does it take to have a posted idea implemented? What's the point of posting ideas if they're ignored for years?
Really need this functionality - we consolidated many of our phone types and now use the comment to delineate the historical information. "Vacation Home" was removed, and is now "Home" but has comment of "Vacation" - we did the same thing for things like "Home Fax", "Business Fax", "Direct Line", etc where the detail of the old type is now living in comments and would be very helpful to have in web view.
see also https://renxt.ideas.aha.io/ideas/RENXT-I-455
We use the comments to record where emails and phones have come from, which is particularly important now for helping us record consent. So we really need to be able to view and edit this field in NXT.