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Online Express Constituent Linking in Events needs more search criteria fields and an option to change the defaults.
My organization is still using NetCommunity and we are trying to transition to Online Express. I find the fields in NetCommunity and the way that the donor is linked easier and faster. I have the option to search for Middle Names, and Phone Numbers. I did not see that option available when using Online Express. It also automatically defaulted to search some fields that are not useful in searching a constituent in a big database. How can I add more search fields options to Online Express and change the default search criteria?
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Joann Rios
- Apr 25 2017
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I was able to change the default search criteria with the help of my Administrator. But we did not see the option to search for njmc Phone numbers when linking the constituent. How can I make this possible?
I'm really curious about the answer to this question, it would be great if those who experience it share it here. hockey
I honestly can't believe this isn't implemented already. Even if an email is its own appeal, I should be able to choose how its information will be recorded before adding the information. Frankly, happy wheels by Total Jerkface I shouldn't have to add the information separately, it should automatically synchronize with the RE records.
Totally Agree. It is VERY IMPORTANT to have more constituent fields availalbe on Events module, and on Online Express to match with Constituent, especially aliases (Maiden Name, former name) and Nickname.
I was able to change the default search criteria with the help of my Administrator. But we did not see the option to search for Phone numbers when linking the constituent. How can I make this possible?
When you find a constituent to try and link it, the default search criteria is the first name, last name and zip code and Email. I don't want these fields to be the default because we use an internal email to receive confirmations of gifts that are processed inhouse. I would like the derault value to be a phone number but this is not even a search field in the window. How can we add the phone number field?