Similar to the pop up requests, but expanded to enable all settings in RE > Config > Business Rules for NXT activity. EG RE can do some great things when you mark someone deceased, like change marital status and unchecking send mail flags. We need that in NXT too, or our data quality goes down the pan. You have to train NXT users to do all this manually. AND you have to setup queries to cover all these situations to ensure data integrity.
I have created a business rule in DB and it does not push through to Web View. Please can you let me know how to do this
Attachments Open full size
You can already create an Alert in NXT that shows up as a pop up in DB side - So just set up business rule pop up in DB to push through to NXT side as an Alert.
Utilizing a business rule query group this way removes unnecessary time spent on individual manual entry into NXT.
Attachments Open full size
In our organisations we have a business rule that each constituent should have a constituency code. Database view does not allow you to save a record without, NXT does. This is creating so many issues with data integrity!
Attachments Open full size