Use Sort Name for Orgs when sorting by Constituent Summary column
We use the "\" symbol in the Org Name field to set the Sort Name in RE organization records. We use the Sort Name output to sort names in reports and lists, so our fundraisers are accustomed to viewing names in that order.
In NXT web view, when sorting lists by Constituent Summary, it sorts by individual's last name and by the first character of org names, even when the “\” symbol has been used later in the name. Many family foundations will have a full name or set of names before their surname. We prefer them sorted by the surname. If other users don’t want it sorted this way, then they would simply not enter the “\” symbol, and it would go back to the first character sorting.
I would also prefer that this happens via the Constituent Summary column, as opposed to us having to add another column for Sort Name, which would be redundant information for the fundraisers to look at.
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Tina Wikner
- Jul 25 2016
- Reviewed: Voting Open
Related ideas
This would be very helpful for sorting before exporting recognition lists. It is also helpful when we need to review a list to ensure the same household or org contact isn't duplicated on a call list, for instance if a list includes "John Doe", "Jane Doe", "The\Doe Foundation", and "John & Jane\Doe Giving Fund" based on the filter criteria, it is easier to see the call list duplication when reviewing the list if the Constituent Summary column sorts as intended, like it does in DBV.
Agree. Nobody in their right mind would want, for example, The John & Mary Smith Foundation to be alphabetized in any list under "T" (for "The"). Obviously, it should be alphabetized under "S" ("Smith"). This one's a no-brainer that I respectfully ask Blackbaud to fix right away. (In fact, it should've already been part of the original NXT launch.) Thanks very much.