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.
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Paula Eyerman
- Dec 14 2020
- Planned
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- +23
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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 formsPlanned
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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...Planned
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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 ...Planned
Related ideas
Yes please! Would love the ability to set up entire default profiles as was possible in database view. This saved a lot of time.