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Additional columns for Lists
I think our development officers would be more inclined to use Lists if the following fields were available for selection as a Column(s) in the Lists tool: Columns Constituent ID (this populates when you export to Excel, but I would like for it...9
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Seasonal Addresses for Map View
We'd like to be able to include seasonal addresses in the map view. We have a lot of snowbirds, and it would help a lot as we plan invite lists for winter events.0
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Load blank Lists menu rather than last list run
Lists should always show the new list options page, not keep trying to load lists you've closed. When navigating to Lists in web view it pre-loads the last used list, presumably from cache, even though you've closed it. This ALWAYS causes a delay ...1
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Add Constituent Data to Gift Lists
Make cons specific data available in a gift list. Specifically: Contact Data (address, phone, email) Solicitor Info Actions Cons Codes Primary Education Giving Details (last gift, greatest, largest) This way, a gift list can be used by Advance...8
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Bulk Edit of Action Lists
It would be extremely helpful and efficient to be able to mark a list of actions complete all at once, rather than doing each one individually. At certain times of year, we may have 80+ actions to mark complete.0
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Include data from Primary Education in NXT web view
Many schools use RE and, now NXT. We do a great deal of querying, reporting, etc based on class year, Greek organizations (higher ed), athletics or academic specialty groups - football, music, etc that are often kept as education attributes. Pleas...1
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Add Date Added filter to Gift Lists
It would be helpful to be able to filter a Gift List by the Date Added value on a gift record.4
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NXT List Start with a static set - Add filter option of "date"
Add date as a filter option so that if you create a static query in database view, the option to search for the static query could be filtered by date.0
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Add Faculty in the Lists Filter
Currenly in RE queries users can filter by Faculties, but in NXT Lists this is not possible. It is very hard to promote Lists if the users are not able to filter by Faculty.4
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Add "Custom Fields" to Possible Columns on Opportunity LIsts
I would like to add a column to my list of Opportunities including information plugged in on the "custom fields" widget of the opportunity page, unfortunately, that is not an option. On the Constituent list, I can add in custom field information. ...2