Display notes from Org 1 tab in web view

Apologies if this idea is already listed somewhere else... let me know if so, and I'll happily add my vote to the other listing!

Apparently, data entered in the "Notes" section on the Org 1 tab of constituent records in RE7 does not display anywhere in the NXT web view. My organization recently upgraded to NXT, and we have lots of important information stored in the Org 1 "Notes" section. While I assume that we could globally move all of these notes to the "Notes" tab or "Summary Notes," I'm not sure whether either of these options is the right fit for the data we currently store in the Org 1 "Notes" section. It would be really helpful if info from the Org 1 "Notes" section were displayed somewhere--anywhere!--in the web view.

  • Courtney Winn
  • May 8 2018
Constituents
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  • Courtney Winn commented
    May 15, 2018 14:51

    Thanks, Jen! I had never realized that that "Notes" section was part of the Matching Gift Information... you're right that we wouldn't want the info we store there to end up in a matching gift area in NXT. Good suggestion--we'll try it out. Thanks again!

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  • Jen Claudy commented
    May 12, 2018 01:15

    It's probably because that Notes Field is actually Matching Gift Notes.  And I'm guessing that Matching Gift fields are low on the list of fields to display in NXT.  Plus, when they do appear in NXT, it probably won't be in a place you want it to be!  I would recommend (test first, because I don't know if this would work or not) moving by Export and Import those MG Notes to a Constituent Notepad with the Note Type of NXT Summary (or whatever that field is named) so that this information displays at the top of the record in NXT.

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