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Greater than & less than for dates in constituent lists
Previously in Constituent Lists, it was possible to choose "Specific Range" and only enter a beginning date and to leave the end date blank - both date fields are now mandatory so we are no longer able to leave the end date open. In my case, I wan...0 Reviewed: Voting Open
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Add ability to filter on Constituent ID in NXT Lists
It would be useful to be able to filter on constituent ID in NXT lists for those occasions when you need to work with a hand selected group of constituents.0 Reviewed: Voting Open
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Please Please Please add a total received field for Gift lists in Webview!!
It would be very helpful when pulling gift lists not to have to export into an excel sheet to see the total amount received.0 Reviewed: Voting Open
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Add an Exclude Filter in Gift Lists> Gift Subtype
I need to be able to create a gift list but EXCLUDE a gift subtype. Please add this option.0 Reviewed: Voting Open
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Adding "Requests no email" as a column to display in RE NXT List
When creating a new list, we would like to be able to see anyone that "Requests no email" as a column in the list view. This will be helpful to see how we should send a thank you note to first time donors.0 Reviewed: Voting Open
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Lists should be able to filter if someone has an email address or not.
If you could filter based on which constituents have email addresses, and which do not, it would make sending emails out a more streamlined process.2 Reviewed: Voting Open
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Create list based off solicit code dates
Would like to review solicit codes based on date ranges so we don't get records in the system with old codes that should be removed. We plan on reviewing codes every 3-5 years based on the code and a list would allow us to do this.2 Reviewed: Voting Open
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Ability to Exclude vs. Include Criteria in Filters when creating Constituent Lists for Workflows
It would be great to have the ability to "Exclude" criteria in the filters when creating Constituent Lists so that they remain dynamic in that field. The best way to explain is by example: I want my Constituent List to include ALL funds with the e...2 Reviewed: Voting Open
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Columns in Constituent Lists
Please add addressee and salutation to the column options for Constituent Lists - this is integral to creating mailing lists.0 Reviewed: Voting Open
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Be able to export the donor's number of years of giving and consecutive years of giving.
On a donor's record in web view you can quickly see their number of years of giving and their number of consecutive years of giving on the giving tile. We would like to be able to put that information in a list so that we can use it. We'd like to ...2 Reviewed: Voting Open