I can't think of a screen view where this would not be helpful from the home screen where my prospects are listed across the top of the page in boxes to an individual prospect page.
Good first step but year still does not appear when you are looking at
alumni in a List!!!! This is most important. Imagine 3 Sam Jones in a row;
we need the class year to follow each name in this view!!
Thanks
You can now configure a display name in the Webview! Go to Settings, Constituent Records and configure! It will display on the Constituent record and in your search results.
In addition to appending the class year, or instead of, would it be easier to display the constituent name as we do in the database view: it's a user option, records tab, individual title bar section.
I would agree. We need the ability to have the Class year associated with the name at the top of the page, or at least the ability to change the addressee salutation type to reflect that class year.
It is funny (but in a negative way) how this small detail can make such a big difference. Appending the class year to the name makes it much easier and quicker to know if they are an alum and what era they are from.
Yes! But I would expand this idea to give us options as to what to append to the displayed name. (Isn't that exactly what RE does?) Definitely class year! Right now, I have the Education section moved to the top so that I can scan it as soon as I open a constituent. But it does not work well.
Yes! Very important to be able to see class years on opening screen when multiple constituents are displayed, to be able to differentiate among those with similar names without clicking into each one individually!!!
If there is more than one 'class of' it must pick the most recent one?
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How do I get to settings in WebView?
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Jeffrey did you create a new Idea for your enhancement idea to have class years show with names in lists?
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Good first step but year still does not appear when you are looking at
alumni in a List!!!! This is most important. Imagine 3 Sam Jones in a row;
we need the class year to follow each name in this view!!
Thanks
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You can now configure a display name in the Webview! Go to Settings, Constituent Records and configure! It will display on the Constituent record and in your search results.
Attachments Open full size
In addition to appending the class year, or instead of, would it be easier to display the constituent name as we do in the database view: it's a user option, records tab, individual title bar section.
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This is just a no-brainer - please, please, please!
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I would agree. We need the ability to have the Class year associated with the name at the top of the page, or at least the ability to change the addressee salutation type to reflect that class year.
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Please! Helps with constituents with same names and families!!!
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It is funny (but in a negative way) how this small detail can make such a big difference. Appending the class year to the name makes it much easier and quicker to know if they are an alum and what era they are from.
Attachments Open full size
Yes! But I would expand this idea to give us options as to what to append to the displayed name. (Isn't that exactly what RE does?) Definitely class year! Right now, I have the Education section moved to the top so that I can scan it as soon as I open a constituent. But it does not work well.
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Yes! Very important to be able to see class years on opening screen when multiple constituents are displayed, to be able to differentiate among those with similar names without clicking into each one individually!!!
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Or allow selecting an Addressee/Salutation for the browser's Window Title Bar or Tab Name.
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