Filters for all constituent codes, and not just primary

Primary constituent code is not something that we rely on being in place, and we do run reports (Crystal) by constituency.  I've always considered it to be a very persnickety piece of data to maintain.

I wish NXT would allow Analyze reports to run based on a constituent code or codes that I choose.  I'd love to see our Alumni giving, our Current Parent Giving, AND our Alumni who are also Current parents are giving.

  • Guest
  • May 5 2017
  • Reviewed: Voting Open
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  • Hillary Cote commented
    26 Sep 17:48

    This would be super helpful. For our foundation board, I have to click each person's name, rather than just allow for "constituent code = foundation board; date to = blank." This allows for errors including clicking the wrong name, missing someone if they roll off, etc. A lot of manual checking!