Allow users to set constituent name display options
In the database view, each user can go to Tools > User Options to customize how constituent names are displayed for themselves without impacting how the names display to other users. In the webview, there is one overall setting for all users. Please create User Options for the webview as well so that users can select their preferred display format for constituent names.
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Devan Caton
- May 2 2022
Related ideas
My problem is that the Constituent name as set in the display shows in the Marketing emails 'To' field (when sent via NXT). We have Class of included in the display, which helps to identify alumni. But then it is really odd when it appears in the recipient's email, when they see it in 'To' field.
Our fundraisers need "Preferred name" to be the primary display but this drives me mad when trying to ensure data quality for my data admin tasks. It is very confusing for some gift management purposes since we have to click through to "edit name" in order to see the first/full name. Personal settings in web view would solve this frustration.
most definitely needed