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Ability to choose address type(s) to filter on when building NXT lists
We often are looking for constituents while building lists that may have a primary address that does not fit into the list criteria (either radius or city/state) but does have a secondary or business address in the region. The inability to filter ...3
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Adding Former Name as a Column Option when Creating Lists
RE NXT is where we store/manage alumnae records; as an all girls school, it is crucial for us to pull lists that include former (maiden) names.5
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Add Gender as a output field for Constituent Lists
Please add fields such as gender, nickname, Primary Addressee, etc. as both output fields / "columns to choose" and filters in RE NXT lists. This is going to become more and more important once the ability to export lists as CSV files comes online...
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Already exists
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Acknowledgment Letter/Letter Code filter in NXT Lists
As we are preparing to go into RE NXT fully, we were getting letters ready for this process. As I tried filtering on letter code in Lists, much to my horror, I discovered there is no such filter. Please add this basic function.1
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Add job title and employer fields to NXT for constituent lists
The "Primary Business Organization Name" and "Primary Business Position" in database view are two useful fields that we use to determine where our constituents work and what position our constituents have. This info has many uses from fundraising ...1
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Lists and Analysis - cannot display or sort by vital fields that cross reference info located on different Database View tabs
Sorry if this is a duplicate, but I could not find exactly what I was searching for in the existing IDEAS. We cannot include vital fields that cross reference different database tabs. Some basic needed lists: Filter by date range, gift date and f...0
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Make Opportunity fields available as column choice
When viewing a list of donors assigned to fundraiser(s), having the option to see a column of active opportunities would be helpful for gift officers to see which donors don't have a planned opportunity yet.3
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Add the "Opportunity" column in gift lists
It would be very useful to be able to see if a gift is linked to an opportunity in NXT. This is very important for our fundraisers to ensure that the gift has been linked to the appropriate opportunity. Please implement!!2
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Allow filter of written off pledges in Gift List
Add written off pledges as an option in gift list filters so we can remove them when desired. Or, at least make it more apparent that you are looking at a written off pledge on the main list.1
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List option for Relationship to Organization
it would be helpful to create a list of constituents with relationships to an organization, instead of only being able to see them on the organizations record0