NXT Opportunity List Missing Constituent ID

Carolyn Anderson

Constituent ID is not one of the columns available in NXT when you are pulling an opportunity list. This would be very useful.

Karen Diener

Carolyn - That would be very useful!

I would make sure you vote on the three current suggestions in the Idea bank. Blackbaud occasionally chimes in on these posts, but they definitely read through the ideas, and always encourage users to post suggestions and vote on them in the idea section.

I searched for “ID on Opportunity List” and found three ideas already logged. I would have posted the ideas here specifically but I have a difficult relationship with the idea bank. Maybe someone else can be more helpful with that aspect.

Karen

Dan Snyder

Here are the idea links:

https://renxt.ideas.aha.io/ideas/RENXT-I-2041
https://renxt.ideas.aha.io/ideas/RENXT-I-2009
https://renxt.ideas.aha.io/ideas/RENXT-I-2345

Carolyn Anderson

Thank you! I will go and do this!

Carolyn Anderson

Thanks for the links!

Karen Diener

(Dan - how do you get the link to the specific idea? Do you manually construct that? I was looking for a link and couldn't find one.)

Madeleine Holdsworth

This has been a thorn in my side from day one, even in the canned reports in database view. We do everything using the Constituent ID. It seems it is a no brainer that the unique record identifier should be included on ANY report.

Karen Diener

I wholeheartedly agree with Madeleine! It has always amazed me how the standard reports in RE always fall a little short.

One workaround I've found is to set up an addressee format that includes the constituent ID - I've set up ID, semicolon, name - which would translate to "1138; Karen Diener". When you run a report where you can select an addressee, pick that one. It doesn't have to exist on the constituent record - it will construct it for you when you run the report. It is all part of one field - ID won't have it's own column - but at least you can see it.

The reason I used that specific format is because I needed to export the PDF into Excel and create a query from the list of IDs. Having a really specific character to separate the ID from everything else allowed me to use “text to columns” in Excel. I know this is far off from the question in the original post, but maybe it will help someone along the way.

Karen

Dan Snyder

@Karen Diener I go to the idea and right click on the title and use the copy link address option.