Add multiple solicit codes at once to a single constituent
Our database has a large number of solicit codes. Several of our most common processes involve adding up to 30 solicit codes at once to a single constituent.
In database view, this was easy to do. You could move all solicit codes into 'Selected' with a single click, or select multiple at once by holding down the control key.
In web view, for each of the solicit codes I have to click 'Add solicit code', scroll down, and then choose from a dropdown, which takes significantly more time.
Something more similar to the database view interface would be quicker and easier to use, or perhaps a checkbox selection input.
Thanks for considering this idea.
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Eve
- Oct 11 2024
- Reviewed: Voting Open
Related ideas
I forgot to mention that having to add multiple individual solicit codes over and over just creates a really long, long list -- and it is easy to forget what solicit codes you've already chosen. It would be nice if it somehow grayed out the solicit codes you've already chosen or, have it be similar to Database View.
Yes, I am now trying to do more things in NXT as I am creating documentation. I thought it would be the same as in Database View, where we can just quickly select multiple solicit codes, but I am so annoyed that I have to individual add all of them. We have multiple solicit codes that we apply when a person is deceased, or for some other cases. I really need it to be easier to add multiple solicit codes!