Constituent Address - DB version has custom field - not in NXT version and desperately need

When converting to RE we had a field customized in the address tab of all Constituent Records to identify the County of residence - this was created for the purpose exporting donations (using Crystal Reports as the medium) - we do not have this field in NXT, this has created major issues for exporting/importing daily batches into our accounting system, so we continue to HAVE TO USE the Database view in order to successfully gather information. We understand Crystal Reports will go away with DB View, need options for the future

RE vs NXT Expor...
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  • Marietta Doney
  • Oct 29 2024
  • Reviewed: Voting Open
Constituents
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  • shani traum commented
    27 Aug 02:42

    We use Address Attribute in DBV to add a note on potential unconnected spousal records. We note in the attribute that they are confirmed not married (noting actual relationship, typically parent/child) or that the relationship cannot be determined. We pull this attribute into our mailing export so we can disregard any duplicate addresses with the attribute and therefore researching only those without the attribute. This is a huge time savings and is vital to our data integrity.

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