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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 "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
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Add CLASS YEAR to COLUMNS function with LISTS on NXT
Hi All, When I am in NXT and I want to create a list of all or part of the alumni, I go to "LIST" then "CONSTITUENTS" to create my lists. The FILTER function doesn't have CLASS YEAR but I can access the class year by drilling into the EDUCATION ta...3
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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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Keep current place in a list after entering a record
Currently, when you enter a record from a list (fully enter, not just side panel), upon return, the list scrolls back to the top. When you are dealing with a list of 100+ records it is wasting time to have to scroll back down to find your place.3
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Add school type field as a filter in the education section of the constituent list
Along with education attributes, we would like to filter on the school type field in the education section of the constituent list. We use this field to differentiate alumni from different colleges (school of business, college of law, etc.). Being...3
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Refresh Button on ALL List Types (and wherever else applicable/possible)
Just learned from a thread in the Community that there is a Refresh Button for Action and Proposal Lists...but not for Constituent or Gift Lists. I agree with Kate Kiser...would be great to have that button on all list types.2 Will not implement
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List building using class of field
We pull lists using the class of field all the time. It would be nice to be able to just add multiple classes as an option. Example a class of 1955, 1960, and 1965 list would all need to be pulled individually since the option 'one of' isn't avail...0
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Add 'Vehicle' and 'Gift has been realised' as columns in Gift Lists in web view
We need Vehicle and Realised info available in web view lists to make the planned gift module useful.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