Static Constituent Record Header
I would love to see a Header area of the Constituent Record that appears for all sections of a Record.
So when you click on a Relationship, Gift, Proposal, Work With Gifts, etc. link, the Header remains, showing some basic information. This could include Constituent ID, Constituent Codes, birthdate, an Addressee/Salutation (chosen in User Options or Organization Level Database Settings...like choosing a Salutation to appear in the Title Bar in RE:7), Preferred Address, Primary Phone/Email, etc. Relatively compact, so it doesn't take up too much space, but still there on all sections of that Record.
It would be fantastic to be able to select (User Options or Org Db Settings) which fields appear in the Header.
And the option to have it stick at the top (like the Omnibar) OR scroll with the page (like the dark gray Function bar).
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Jen Claudy
- Dec 17 2015
- Reviewed: Voting Open
Related ideas
We also are heavy users of Constituent record ids and love the Individuals to reflect the ID in the header as the Organizations do. Without out it, it's like using half a system. The comments below are from 2017 but I feel we need to revisit this request and get it included on the next update!!
We use the Consituent ID really heavily and it is really buried, so having it visible in the top section of the Constituent record would be invaulable.
To be able to choose which fields appear in a record header would be very useful. For example, we track prospect assignments on spouses through Prospect Status, so being able to see "Spouse is Assigned" (prospect status field) at the top of a record would help our MGOs tremendously. Thank you.
I would like this to include the fundraisers (currently on the main page) and if the constituent is anonymous (not currently in NXT).