For Org records add the NOTES field from the Org 1 tab into webview

Please add this Notes field (formal name is Match Notes) into webview so it can be viewed as a tile for the Org record. The reason is because we use this field heavily for important at-a-glance information about the org (not for "matching gift notes"). It is very visible being on the Org 1 tab, so it is very convenient for this reason, instead of being buried in the regular Notes. If it was in webview, we would have it right up top next to the name and address information - it is that critical to us.

  • Nola Frost
  • Aug 23 2023
  • Reviewed: Voting Open
Constituents
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  • Guest commented
    05 Aug 16:17

    Org 1 tab of an organization record in the Raiser's Edge database view do not sync or display in the Raiser's Edge NXT web view. Everything in Database view needs to be synced with NXT. We can not cut and paste all those notes into NXT.

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