Default adds of Primary Addressee and | Ideas for Raiser's Edge NXT

Default adds of Primary Addressee and Salutation when Adding a new record

This should also add the default value when a record is added through batch, forms, import, or any other method of adding a record.

Paula Eyerman
Dec 14 2020
Reviewed: Voting Open

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+15

9 Vote

Automatic Creation of Addressee and Salutation Merged

Have new donors created automatically through online forms get a Name Format of Addressee and Salutation. This is a required field for us, but RE NXT bypasses this requirement when constituents are made automatically via online forms

Created 06 Feb 17:02 by Stephanie A

Constituents

Reviewed: Voting Open
31 Vote

Add default salutations on new constituent records created in web view gift batches Merged

When a new donor is created in web view the resulting record in database view does not have the Primary Salutation filled in, even though it is a mandatory field. This creates errors when receipting or generating mail lists. We should be able to s...

Created 31 Aug 21:00 by Sarah Martin

Constituents

Reviewed: Voting Open
82 Vote

Set Default Primary Addressee & Salutation Formulas in RE NXT Merged

When constituents are added via an online donation form, no Primary Addressee nor Primary Salutation formulas are selected. Having defaults set for these fields, like is done in the database view, would eliminate the need run periodic maintenance ...

Created 12 May 19:33 by Mike Sielawa

Constituents

Reviewed: Voting Open