Automated Directory Visibility Rules Based on Raiser's Edge NXT Constituency Codes
A
Adam DeBeck
We use Almabase to engage multiple constituent audiences, including alumni, parents, students, and donors. Not every constituent group should have the same visibility in the online directory.
It would be helpful to have the ability to create automated directory visibility rules based on data synced from Raiser's Edge NXT, such as constituent codes, categories, attributes, or other mapped fields.
For example, administrators could define rules that automatically:
Show certain constituent groups in the directory
Hide other constituent groups from the directory
Apply these settings during imports and ongoing syncs
Currently, directory visibility often requires manual updates after data imports, creating additional administrative work and increasing the potential for errors.