Constituent ID available as a column selection NXT Gift Batch

Ability to have a column in Gift batch that had constituent ID like in Database View Gift Batch. This would mean online donations could come through with and constituent ID and make it easier for referencing and checking. At the moment you search a donor by name which is very time consuming especially if you already have their constituent ID on hand from appeal donation forms etc. especially if you think you may have made a processing error or missed a duplicate record processed.

  • Julie Witte
  • Sep 15 2022
  • Reviewed: Voting Open
Gifts
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  • Robyn Swiderski commented
    08 Jan 17:33

    ID numbers are a critical part of a database department's work. This should be at the very LEAST an option for basic work function. When looking up just a name, there are multiple people with the same name. The ID number is what literally IDENTIFIES who is who is a database.

    ID numbers should also be prominently displayed at the top of a record (or, again, the OPTION to do so) so that records are more easily and quickly found.

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