Allow Organization names to display w/ out contact info, the same way as Individual's name displays.

For succinct and effective workflow when reviewing a portfolio of donors, it's helpful to remove superfluous contact information of a record so that just the name appears. For an Individual record, you do this by removing the column for Constituent Summary and just showing the columns for just the First and Last Name. But this is not possible for Organizations in NXT web view. Nothing appears under First / Last Name, so you must show the Constituent Summary. Ultimately, trying to recreate the Dashboard view in Raiser's Edge database view.


Attaching screenshots to show NXT web view vs Raiser's Edge database view.

  • Laura Shumate
  • Apr 14 2021
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