Add the ability to load default values on constituent records in NXT.

In database view you are able to create sets of default values to load into constituent records, i.e. addressees/salutations. This feature should be added in NXT for ease of adding data into constituent record fields.

  • Amanda Doty
  • Sep 8 2023
Constituents
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  • Susan Fioribello commented
    21 May 12:42

    It takes me twice as long to add constituents in web view because I still need to go to database to finish adding the information into the fields not available in web view. I use default sets extensively when adding records through OLX.

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  • Hilary Miskoe commented
    08 Feb 19:42

    This is extremely useful and helps reduce errors where people forget to add something or just make a mistake

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