When entering a new gift in NXT, the search field doesn't locate the constituent record of a partner, only the primary constituent. Will you please improve this search feature so that it finds the spouse's names too, not only the primary constituent's names?
This is useful when adding a gift for a constituent who's spouse is the primary member and they provide their name only, not their spouse's name.
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Guest
- Oct 10 2024
- Reviewed: Voting Open
Related ideas
I can search secondary donors of joint records in database with no trouble. But in NXT the secondary donors do not populate in search without knowing the primary donors name. I have to reference database to verify primary donor.
This is a huge thing for us as well, as checks sometimes only have the spouses name on them and we may not know husband's name.