Indicate Head of Household on NXT
When working with multiple records for a couple, it would benefit development to know which record is the head of household or the primary constituent for entering actions and opportunities.
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Nancy Hartman
- Jul 21 2016
- Shipped
Related ideas
Awesome, thank you!
Will this soon be available as a Column option to show in a list?
We are tracking the lists option in this item and that should be out in a few weeks.
https://blackbaud.aha.io/ideas/RENXT-I-1911
This is a nice indicator, but is it available as a filter in Lists?
Hey Everyone,
This item shipped last week and it should be live for NXT now. You will see a notation in the constituent summary and also in the Relationships tile.
I hope it helps!
Anthony
Fabulous. This is greatly needed!
Very Exciting! A game-changer!
Thank you Anthony and all that will make this happen!
We are currently working on this item and expect a release in Q2.
I just found out that neither constituent is being automatically marked head of household when linking/creating spouse relationships in NXT. Therefore, those folks were being dropped off our mailing list since we only mail to the head of household. This needs to be fixed please.
The same idea is being voted for at https://renxt.ideas.aha.io/ideas/RENXT-I-1911.
It would be extremely helpful to be able to see HoH in NXT - most of my gift officers are using NXT and putting things into non-HoH records because they have no way to tell.
Please add this important field to NXT.
Definitely need this! We need to see who is primary (or HOH).
We converted a year ago. Our old database had no ability to add relationships, so all spouses needed their own record. This has created a mess - and often gift officers look at the spouse and don't see actions and gifts. We need to know if this is a household record.
I'm kind of flabbergasted that this wasn't baked into NXT from the get go. Absolutely essential!!!
Hmm - I just realized when reading this that my business rule pop-up for non-HOH records probably does not work in NXT. We need something like this in NXT!
This is very important! Please update!
IN Retention/Aquisition/Recapture- a) it includes same donors in more than one section. b) it includes donors that are not HOH (when spouses give separately or donors give through their foundation) c) this section ignores soft credits entirely- we need to have the choices of "soft credit to" like we do in Query.
Absolutely this. I don't need one household showing up twice in a gift officer list because they are unable to filter out household members. This will hurt adoption of NXT web view if head of household is not available.