NXT Fundraising Work Center Display Name

Brian Davies · January 2020

In the Fundraising Work Center and when entering actions, the fundraiser name is listed as "First Name" then "Last Name" is it possible to change this to "Preferred Name" then "Last Name"? We have a number of fundraisers who's first name and preferred name as quite different and with a few this is becoming a point of contention. We maintain the first name as the legal first name and are trying to avoid one off changes.

Rachel Cavalier · February 2020

I think this is tied in to how all constituent names display in web view? If you go into Control Panel > Settings > Constituent Records and then there's a "Use Preferred Name if available" ticky box

Dariel Dixon · February 2020

I don't think that check box works for those table fields Rachel Cavalier‍. I'm almost certain it's coming directly from the name fields on the record. It seems to ignore addressee information as well. I think the only way to change it is to change it on the record.

Graham Getty · February 2020

I can confirm this is a pain point and not fixable. We have fundraiser, legal name John Lane Smith, goes by Lane. Fields entered in RE as follows: First Name: J. | Middle Name: Lane | Last Name: Smith | Preferred Name: Lane. When you pulldown the value in portfolio to switch to another fundraiser, it lists J. Smith, but when you open a constituent who has that fundraiser assigned fundraiser is listed as "Mr. Lane Smith" per system preferences. Would be nice if system defaulted to preferred names throughout.

NXT Fundraising Work Center Display Name

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