Allow user to select which fields to appear on tiles in NXT
It would be helpful to see fields that we need to see immediately for a constituent. For example, it is helpful to see the class year in the relationship tile.
Yes-it would be great to be able customize what shows on a record's header area. For example we always want to see class year after a person's name, and also Prospect Status and Classification. Thanks!
As more data is added to the RE NXT web view, you'll start to see those fields populate on the individual tiles, which you can rearrange based on the information that's most relevant to that user. Some tiles will even let you decide which columns to include in the view, like the Events tile on a constituent. RE NXT should respect the security settings in RE7, so users can only see the fields to which they've been given access.
If there are other examples of fields you need to show or hide based on the user or group, let us know. Thanks!
Would also love to be able to do some of this at the Security level...so that some User Groups don't see certain Fields at all (less cluttered for Fundraisers, more useful for us DBAs)
Yes-it would be great to be able customize what shows on a record's header area. For example we always want to see class year after a person's name, and also Prospect Status and Classification. Thanks!
As more data is added to the RE NXT web view, you'll start to see those fields populate on the individual tiles, which you can rearrange based on the information that's most relevant to that user. Some tiles will even let you decide which columns to include in the view, like the Events tile on a constituent. RE NXT should respect the security settings in RE7, so users can only see the fields to which they've been given access.
If there are other examples of fields you need to show or hide based on the user or group, let us know. Thanks!
Would also love to be able to do some of this at the Security level...so that some User Groups don't see certain Fields at all (less cluttered for Fundraisers, more useful for us DBAs)