Ability to add & edit addressee and salutation for relationship records

Our fundraisers appreciate that they're now able to add relationships via the web view of NXT, but since they're not able to choose the addressee/salutation they're still having to go over to the database view to add those fields, which is especially important for organization contacts. Without them, those contacts/relationships won't export properly for mailing lists. I didn't see anything in the discussions or ideas for this, but I'm hoping this is already a planned change?

  • Dana Troy
  • Sep 29 2017
Relationships
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  • Dana Troy commented
    November 06, 2017 20:52

    This is great, and our fundraisers are excited about now being able to select addressees and salutations when adding relationship records, thank you!

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  • Jarod Bonino commented
    October 31, 2017 15:08

    Thanks for posting this idea! I've updated it a bit to include edit capabilities as well. You can now add primary name formats (addressee and salutation) on relationship records when adding them, but you cannot yet edit them. We are working on that and it should light up in the next couple of weeks.

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