Auto-Assign Default Addressee and Salutation for New Constituents who give through NXT form.

For new individuals who gave through our online donation form through NXT, they were not given an addressee or salutation information. I think it would be nice to have that be set default so I don't have to individually go into every new record to change.

  • Guest
  • Oct 9 2023
Constituents
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  • Susan Fioribello commented
    21 May 12:39

    It takes twice as long to go through my batches then it did when we used OLX because I am now having to not only set the constituent settings, I also have to go into database to finish setting the records with the fields not available in webview.

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