Constituent ID should show up under name in search drop down
When searching by name in web view, it would be useful if their constituent ID shows up under the name on the drop down too. Sometimes there can be many people with the same name and that would be a quick way to identify if it's the correct person
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Guest
- Nov 10 2018
- Reviewed: Voting Open
Related ideas
We have to manually add our Constituent ID as an alias on the record, yet its also a required field to create the record. Being able to skip this and just make it a default alias would be huge!
This change isn't just a convenience; it's a foundational improvement to usability and data quality.
Improves Accuracy: Names can be ambiguous (e.g., duplicates, similar spellings). Including IDs ensures precise identification.
Enhances Efficiency: Users can quickly confirm matches without opening each record, saving time and reducing errors.
Aligns with Best Practices: Most CRM systems show IDs in search results to aid in record management.
Maximizes Existing Data Value: If the system already generates constituent IDs, hiding them wastes a valuable resource.
I need to see the constituent ID when searching for a record. We are four regions using the same database. We need the ID to determine the correct record. I have been asking this question for a while with no response. We cannot use NXT without this feature. Please advise and thank you.