Add Icons to Merge Records Interface to Show Presence of Key Data Fields

It would be extremely helpful if the Merge Records interface in NXT included icons or visual indicators showing whether key fields exist in the source and/or target record — especially for gifts, actions, events, notes, and opportunities.

Right now, we have to click into each section manually to check if data exists in either record, which is incredibly time-consuming, especially for records with a long activity history. At-a-glance icons would make it much easier to assess what’s at stake in a merge and ensure no key data is missed.

Impact:

  • Saves significant time during record cleanup

  • Reduces risk of data loss during merges

  • Improves user confidence and decision-making

Request:
Please add visual indicators (icons or flags) to the Merge Records interface that show whether key fields (gifts, actions, notes, events, opportunities) exist in the source or target record. This would streamline the process and improve data integrity.

  • Paulina J.
  • Apr 15 2025
  • Reviewed: Voting Open
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