Analyze Tab in NXT - Filter by SSN

I would like to see a filter set up in NXT analyze so that I can get rid of donors who have a SSN on their record - that's how we track employees.  It would be nice to filter on that so that it just shows those people and also be able to remove them from other retention reports.

  • Mercedes McCay-Read
  • Aug 15 2017
Data analysis
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  • Maya Rosman commented
    07 Aug 18:51

    We also use SSN for our college ID (students & staff). We prefer this field b/c it is one of the fields allowed for import and because it only allows a unique entry per constituent, it flags us if we try to enter a constituent who's ID is already in the system. Our IDs stay with students even if they become staff, so it's a wonderful way to confirm that a person is the same and is not a duplicate. Losing this functionality in the move to webview would not be ideal.

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  • Matt Haynes commented
    September 07, 2023 13:10

    Many of my clients use this field for importing staff payroll gifts, and other imports - ability to search, filter on or out, and see in web view is important!

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