Show More Results options for Constituent tiles
Currently, Constituent tiles that contain lists of other elements (like the Relationship tile, Custom Fields, Actions, Notes, etc.) only show 5 rows per page.
If a Constituent has a large number of relationships or actions, you can filter by type, but otherwise your only option is to keep pressing the next arrow until you find the row you're looking for.
If these tiles had the option to Show more results, with options to show 25, 50, or 100 rows per page, it would make it much easier to deal with Constituents with long histories.
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Ben Regier
- May 18 2022
- Reviewed: Voting Open
Related ideas
It is currently not possible to view all the relationships from the Relationships tile of an organization record. It will only show the first 20 pages. Viewing them in database view works, but not web view, so this seems like a need prior to retiring database view! I tried reversing the sorting to see if it made any difference and it does not. Same limitation from the other direction. I was advised to use query but that is a clunky solution and will be time-consuming for cleanup projects. We have a lot of non-reciprocal relationships that were incorrectly converted during our Raiser's Edge launch and are being corrected. Seeing those relationships from the system is important, especially since the Reciprocal System ID is not an exportable field in Query/Export.
THIS. 4 rows of results is not sufficient for someone who has actions over the last 15 years on their record.
Recently, I've been trying my best to use NXT more, but I've been struggling becuase I have to try to sift through multiple pages of attachments or relationships and can't see it all in a clear long list. I've been working on a project to review all of our planned gifts which includes making sure that we have the proper paperwork scanned and added to attachments. Some of these donors with planned gifts have a long history and I have to sift through many attachments that include news articles, past gift proposals and gift agreements, reseach profiles, etc. and it's painful going through multiple pages worth of attachments. When it gets painful to click through multiple pages worth of attachments (or relationships), I revert back to database view, but I'm not going to have that option much longer.
I think this is an important feature to include and would like to see this moving forward.
My organization needs this too.
We should be able to see all actions and not just the first 20 in the Actions pane in the web-view
I think it would also be useful to have a gear icon that would allow you to filter which you want to display on the tile similar to the Ratings tile.