Update Contact Information - Include Comments Field
Include the comments field for phones and emails updated through NXT to allow fundraisers to add a note about when to call or email - or to tie the information to the HOH or spouse. We would like to see this RE 7.95 feature available in NXT.
Blackbaud: Please merge all of the similiar Ideas out there for this:
I-2279
I-3616
I-3934
I-780
I-6260
I've found 6 & I bet there are more. This is one of the frustrating aspects of the Ideas area. It makes it harder to get Ideas seen because votes are shared across multiple Ideas.
I agree the comments field is a place to put very helpful info, but that is only viewable in the database view. All of our officers are exclusively using RENXT Webview & I'm very happy about that. The more useful the webview is for them the better!
I am also using "Phone Type Comments" to store useful info about all of our org's urls on a record for our org. But, in the Web View those comments don't appear with the Online presence links.
We run into issues with this frequently in regard to cell phone numbers. Database view shows which constituent the cell belongs to (constituent vs. spouse), but the valuable comment doesn't appear in NXT for the gift officer to see.
It is very frustrating not to have any flexibility with phone numbers in RENXT. If a record has two individuals, it is difficult to figure out which number is linked to which individual. One is forced to go to RE to look at the comments.
Really need this functionality - we consolidated many of our phone types and now use the comment to delineate the historical information. "Vacation Home" was removed, and is now "Home" but has comment of "Vacation" - we did the same thing for things like "Home Fax", "Business Fax", "Direct Line", etc where the detail of the old type is now living in comments and would be very helpful to have in web view.
We use the field in particular for business information, showing which organisation this phone relates to. The org relationship phones are being recorded on Bio 1 now because we can no longer edit phones for the individual constituent in the org relationship record in NXT.
We use the comments as an audit trail for how phone numbers have reached the database and so it would be essential to have this as part of the phones area in NXT
YES! A must!!!
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Blackbaud: Please merge all of the similiar Ideas out there for this:
I-2279
I-3616
I-3934
I-780
I-6260
I've found 6 & I bet there are more. This is one of the frustrating aspects of the Ideas area. It makes it harder to get Ideas seen because votes are shared across multiple Ideas.
Attachments Open full size
I agree the comments field is a place to put very helpful info, but that is only viewable in the database view. All of our officers are exclusively using RENXT Webview & I'm very happy about that. The more useful the webview is for them the better!
I am also using "Phone Type Comments" to store useful info about all of our org's urls on a record for our org. But, in the Web View those comments don't appear with the Online presence links.
Attachments Open full size
We run into issues with this frequently in regard to cell phone numbers. Database view shows which constituent the cell belongs to (constituent vs. spouse), but the valuable comment doesn't appear in NXT for the gift officer to see.
Attachments Open full size
We really need this added into NXT
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It is very frustrating not to have any flexibility with phone numbers in RENXT. If a record has two individuals, it is difficult to figure out which number is linked to which individual. One is forced to go to RE to look at the comments.
Attachments Open full size
Really need this functionality - we consolidated many of our phone types and now use the comment to delineate the historical information. "Vacation Home" was removed, and is now "Home" but has comment of "Vacation" - we did the same thing for things like "Home Fax", "Business Fax", "Direct Line", etc where the detail of the old type is now living in comments and would be very helpful to have in web view.
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It could either be implemented as a tooltip (pop-up), or a field when the number is clicked on.
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Please make this feature available. Not sure why this is taking so long to implement.
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Please make comments visable. This is very important for our cultivation process and also data health.
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We use the field in particular for business information, showing which organisation this phone relates to. The org relationship phones are being recorded on Bio 1 now because we can no longer edit phones for the individual constituent in the org relationship record in NXT.
Attachments Open full size
We use the comments as an audit trail for how phone numbers have reached the database and so it would be essential to have this as part of the phones area in NXT
Attachments Open full size