Auto set primary and hierarchy of | Ideas for Raiser's Edge NXT

Auto set primary and hierarchy of constituent codes

Automatically reorder constituent codes based on hierarchy of constituent code table and set primary constituent code to highest ranking. Simple.

Link to ongoing conversation: https://community.blackbaud.com/discussion/comment/305525#Comment_305525

Andrew Jupp
Aug 7 2025
Reviewed: Voting Open

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Suzie Capps commented

August 12, 2025 09:14

This would be a great help - and is essential if the dashboards continue to only allow outputs based on the primary constituent code (Rather than letting you choose all constituents who have a 'Trustee' code, regardless of whether or not it is a primary code)

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Automatic Ordering of Constituent Codes based on Table Hierarchy Merged

As a university, we have many different primary connections to the college including alumni, parents, students, faculty/staff, and regents. People can move in and out of all of these codes and could have any combination of these depending on how i...

Created 17 May 20:02 by Guest

Constituent record

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