Setting to Specify Other Name Formats order in Constituent Summary tile

I'm working with an org with many additional add/sals/Other name formats.  The less clicking the better for fundraisers, and they would like to be able to set the order in which additional add/sal types are listed before they have to click to see more so those most frequently used or displaying the most useful name details are exposed on the screen first without additional clicking.  As there is no option in the database view to specify or even change the sort order, this should be a system-wide Config-like web view Setting the DBA sets for all users for the whole system.

  • Bill Connors
  • May 8 2017
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  • Jen Claudy commented
    May 16, 2017 18:32

    And I know from experience, the only way to set an order in RE:7 is to clean them out and use Import to reset everything.  Including exporting the Addr/Sal grid from Config to uncover the Addr/Sal ID which is what needs to be imported.