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Constituent Profile in NXT?

Chris Zello

I'm wondering if anyone has created a replacement for the report from database view that acts as a replacement for the Constituent Profile?

I'm trying to find a one page summary with name, address, contact info, several recent actions, giving summary/history and areas supported in the past (like a donor summary).

Does this exist currently?

What I really like about the Constituent Profile is the ability to select certain areas to appear in the profile.

Thanks,

Chris

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Comments

Rachael Walker

Sadly, It doesn't exist, and I put in a suggestion in the Idea Bank a while back for this to be added. https://renxt.ideas.aha.io/ideas/RENXT-I-2730

Megan Cross

I agree! I have been using Custom View to accomplish very specific "snapshots" of constituents and would love to be able to access those "cheat sheets" in NXT! https://renxt.ideas.aha.io/ideas/RENXT-I-2724