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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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Add "Anonymous?" as a filter option in lists
Add "Anonymous?" as a filter option in lists. We have many donors who choose to remain anonymous and having that as a filter option while creating a list for recognition purposes would be very helpful.2
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List for Benefits that allows our Marketing team to see and update Event or Gift Benefits
Currently sponsor benefits are hidden within each sponsor/participant/gift record in database view or a complicated query/export. Would be great if NXT Webview had a place to see a list of benefits such as in List with filters for the event, event...0
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Add "Last Action date" as a filter in Constituent Lists
For example, all prospects in qualification with no actions in the last month. There is the No Contact, but we need the ability to be more dynamic1
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Easy to pull report of LYBUNTS
Currently I need to use a query, then an export, then excel to remove duplicates etc to pull a LYBUNT/SYBUNT report. It takes hours for something that seemingly should be easy information to find. Also, many non-profits use LYBUNTS often to ensure...0
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Add fund attributes as options to filter in lists. We have attributes to categorize our funds into specific groups. Please add the abiltity to filter on these options.
No description provided0
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Assign specific users to manage lists
At the moment, the options are limited for list management and effectively cover: -Only I can see and manage it -Everyone can view, only I can manage -Everyone can view and manage I would like to see an option whereby everyone can view the list, b...0
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Add ability to choose 2nd home or alternate address when doing a radius address search
At times we need to create a list based on a radius/address location and would like to also choose 2nd home as an address choice and not just primary as we have constituents who have homes elsewhere.0
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View soft credits in gift list
When you view a gift list the donor name is automatically the hard credit. We should have the option to choose which type of credit we're looking at, like you do in database queries. Specifically, this is a problem on the Gift tab from work center...0
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Add "Days in Status" to the Opportunity List
We can configure the opportunity status to include a specific number of days before the system starts flagging the Status Panel of the Opportunity Record. It would be helpful to see the count of days in status as part of the Status Column in the...1