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Add constituent IDs to Action and Opportunity lists
Currently there is no way to include a constituent RE ID in a constituent or gift list in NXT. I believe this is short sighted. Our business relies heavily on using the unique IDs.1 Reviewed: Voting Open
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Ability to sort by Fund, Campaign, or Appeal in a gift list in web view.
I frequently run lists of multiple funds but want to group them by fund. You should be able to sort by fund in the list view.0
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Show attachment filename as a column in action lists
I'd love to see the Filename of any Attachments in a column of a List. Otherwise, when trying to be sure that everything gets scanned & filed, I have to open each record and look. At the very least, the paperclip icon to indicate that there is...1 Reviewed: Voting Open
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Ability to export the Notes when pulling an Action list
It's not currently possible to export the Action Notes themselves directly from NXT, but it can be viewed in the NXT report. It would be helpful to be able to export this information.2
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Why can't NXT lists provide CUME annual giving totals?
We can see "last gift", "first gift" and "lifetime giving" but not annual cumes. It would be handy when planning annual strategy for caseloads and donors give several times a year.1
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Lists in RENXT need to have all Output fields available in Exports and all the filters available in Queries in Database view
No need to say more here. We need to be able to run lists from WebView as well as we do from Database view.0
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Add Anonymous as option to display as column in lists
Please add the option for the Donor is Anonymous and Gift is Anonymous fields to be displayed in ReNXT lists.2
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We need to be able to exclude constituents by custom field, not just include
When you create a list in NXT you can only INCLUDE those constituents with specific custom fields. However, we also need the ability to EXCLUDE constituents within the same list which have other specific custom fields (without having to create a s...3
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Columns for contact preferences in constituent list view
It would be really helpful to see contact preferences about do not call, do not email, or no valid address on the constituent list view. I know we can click on a record and see it in the side bar, but it would be extraordinarily useful to be able ...0
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Hide Prospect information in Raiser’s Edge NXT Lists for users who have not been granted access to the Prospect module in the database view
Security by group in Database View can be configured to allow users to not be able to view Prospect information on constituents. However, Lists in Web View display this by default and apparently there's no way to control this. This means that if w...6 Reviewed: Voting Open