How does one enter Job Title and Organisation info directly into NXT?

Russell Joyce

I can add Job Title and Organisation information to a constituent record in Database View (via Bio1 Tab>Business Button) and can view where this appears on a constituent record in NXT (constituent summary window) .

Are we able to enter Job Title and Organisation information directly into NXT or does it still have to be done in Database View?

Dariel Dixon

It is in the relationship tile. You can add that information by connecting it as an organizational relationship.

Carrie Powell

I think @Dariel Dixon's answer is the best, but we also use Custom Fields to enter info that we want to be able to see on the constituent's record in webview (e.g., what kind of donor they are, whether they receive a year-end letter).

We don't usually track employer or job title unless it's related to their giving or their company offers matching gifts.

Barbara Kunkel

@Russell Joyce , @Dariel Dixon is correct. This information can be entered directly into NXT webview under relationship.

Russell Joyce

Dear All, thanks ever so much for your feedback - yes, Dariel was correct - goes in the relationships window. I got the same answer back from Blackbaud Support too. All best, Russell

Russell Joyce

PS @BarbaraKunkel shout out for the screen grab!