County Tracking

Denise Miller

Not having the county as part of the address in WV is posing down-the-road reporting issues for us. I'm curious if anyone has implemented a way to capture this data moving forward. I am leaning toward another Custom Field to house this but for others making updates when addresses change makes that another step to a different tile so I fear it will not be as consistent as previous since not in the same address area.

Carlene Johnson

If you haven't already, I suggest going to the Idea Bank and searching for the word "County" and vote for all the ideas. @Crystal Bruce can you suggest to the appropriate BB person that they consolidate those ideas in the Idea Bank? There are a BUNCH of similar ones.

Denise, I also recommend adding a detailed comment to one of the posts in Idea Bank that articulates the issues it will cause for your org if this field is not available AND mention that it is preventing your org from adopting Unified View.

If it turns out that BB decides NOT to add county, it sounds like a Custom Field will be the most logical solution.

I'll also put in a plug specifically for the idea requesting that Address Accelerator be available in unified view as that is where most orgs get their county information from.

(Crystal, could someone also combine the multiple Address Accelerator ideas in Idea Bank?)

Denise Miller

Thank you @Carlene Johnson, I just went in and added votes to ALL of the ones I found pertaining to that topic.

Crystal Bruce

https://community.blackbaud.com/discussion/comment/305798#Comment_305798

I can certainly reach out to my team!

Cathleen Zinn

Hi Denise,

I had this issue as well, as we have locations throughout Ohio in different counties. I created a Custom Field for County.

Cathy Zinn

Denise Miller

I thought of doing that, but it adds one more place/step when someone updates an address outside of that county or even state to have to remember to then go there to make the update as well. #technology

Tatyana Leifman

We tried using custom fields for regions, another field that is not available in WV. In addition to the issue Denise has noted—another place to update when updating addresses or when adding new donors that is not a natural location for addresses, not to mention that it's a separate tile from address where one has to scroll to and then possibly click through several pages to see it—custom fields cannot be used when creating Lists, you can't filter on them or see them.

Denise Miller

I then thought of address attribute location to add, BUT, that is also NO LONGER AVAILABLE in addresses and we utilize that for many of our mailings through RE Mail. I feel so defeated some days when I thought NXT was going to do the exact opposite and make us even more successful in our areas. Oy