How can Data Source be removed from the Defined Fields tile on a Constituent's home page?
As 90% of our gifts come through imports from other systems, each entry is listed in this Defined Fields box. It clogs up the information and makes it difficult to see the information needed in this tile. See the attached example.
This has become a real problem for us, as we import data very often. I'd vote #3 in this case, but there is still an issue with defined fields. Please see attached screenshot for how out of control this has become. Please contact me if you’d like more information or ideas.
Guest
This functionality is now available, please see the 7.79.0 New Features guide for more information.
Thank you for your thoughts! We're planning to make updates to how the Data Source values are displayed later this Summer.
This has become a real problem for us, as we import data very often. I'd vote #3 in this case, but there is still an issue with defined fields. Please see attached screenshot for how out of control this has become. Please contact me if you’d like more information or ideas.
Thank you for this suggestion and the screenshot. We were brainstorming a few solutions wanted to get your feedback on them.
Hide all disabled values on the Defined Fields tile on the Account Home page.
Offer a toggle in the Defined Fields tile to allow users to show/hide disabled fields.
Just hide the Data Source field and values and leave other functionality as is.
Do any of these stand out as a preferred option?