Allow Philanthropic Interest to be edited on a constituent record in NXT
All other areas viewable in the Prospect management tab are able to be edited, except this one, which you have to go through the process of opening database view for. It annoys.
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Guest
- Sep 24 2018
Related ideas
Please merge this idea with
RENXT-I-4200
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Adding my vote here and a comment to hopefully bump this up. Really want to see ability to add giving interests (and 'will not fund') through NXT. Same goes for contributions to other charities. These are often discovered through a MGOs initial research or during conversation with donors. It's not functional to only be able to add interests and contributions through database view.
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So important for us MGOs.
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The fewer barriers between RE NXT and database view for MGOs the better.
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Any updates on this? Seems so easy to just quickly configure this on the back end code to enable entry and update of this through NXT in a fundraising CRM!
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NXT is supposed to be the view for major gift officers and therefore should have all the functionality related to major gifts. Leaving functionality behind in the database view is a contradiction and a hardship on smaller shops with a limited number of staff working in the database view.
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I am reverting back to using constituent attributes (custom fields) because this isn't available.
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