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Hiding Inactive Appeals, Funds and Campaigns in NXT
Currently, when you go to create a list in NXT all appeals, funds and campaigns are visible even if they were marked as inactive in RE7. For some, that's a lot of options to go through especially if you don't remember exactly the name you are look...11
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Dynamically update exclusions from lists
When creating a list (A) in NXT and excluding another list (B) from it, if a new constituent is then created that meets the filter criteria of both A and B lists, they are not excluded from list A by virtue of also being part of list B. In other w...4
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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
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Ability to filter by gift date added in NXT Lists / Gifts
Filtering on gift date (versus gift date added) is not useful when the need is to prepare a weekly list of gifts (not previously reported on) since not all gifts with the same gift date are added on the same day. We need to be able to pull lists b...3
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Adding Letter Code to Lists
This will be crucial, I believe, to automating work flows for individual TY letters0
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Add a Next 30/60/90 etc. Days range in the List filters
Right now you can see Next Month but if you're in the middle of the month and need to see the next 30 days of Actions (for example) you have to set a specific date range. It would be nice to be able to have a filter that is just saved for the next...2 Reviewed: Voting Open
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Show deceased status in spouse column in lists
It would be helpful to see that a spouse is marked deceased in Lists in NXT. For instance, when I look at my portfolio, I see my donor's husband listed but it would be nice if it said "Joe Smith (deceased)" like it does on the record.0
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Add Organization Name as a stand alone column
All fields should be displayable in NXT lists. All fields should also be filterable. For example there is no way to display Organization as a standalone column in a list.1
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Export Total Amount of Gifts for a Household
My organization lists donors in our Annual Report based on the amount they give. Some of our donors end up in the wrong list because RE can only export the total amount of gifts from a constituent and not the constituent and their spouse. For exam...1
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Add "___ days ago" element to filters like "First/Last/Greatest Gift Date"
As Lists are set up currently in NXT, the "gift date" filters have options like "Specific date range" and "Last month/quarter/fiscal year", etc. However, one more element that would help immensely with automated workflows is to have a filter that ...1