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Refresh Constituent Lists
This is a resurrection of the "Refresh Button on ALL List Types" idea which has been marked as "Will not implement". We are using lists for staff to go through and amend / tweak records - this is especially useful for tagging people to invite to e...6
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Delete multiple lists at once in NXT
It's currently extremely time consuming when needing to delete multiple lists. Would be fabulous to have the option to delete multiple lists at once!0
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Exclude write offs in total giving
We need to be able to exclude write offs in total giving. This is in reference to the total giving on a constituent list in NXT. Then lifetime giving will show a different value from your total giving criteria. This does not make sense to me. When...2
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Adding 'Notes' to constituent list in NXT.
It would be great to be able to add specific 'notes' from a constituent record when creating a list in RENXT. We have notes classified as 'Class Notes' that we want to add to constituent lists that we create.0
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Make opportunity fields available in a constituent list
Our MGOs use a constituent list as a real time dashboard snapshot of their portfolios and it would be helpful to also include columns for various opportunity types with ask, expected and received amounts.2
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Have option to show a constituent's relationship (by relationship type) in lists
It would be very useful to be able to include relationship information in lists (so, for example, if it were a list of organisation records we could show the main contact of each organisation).1
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Add constituent ID as a criteria to generate lists
It would be helpful to generate a list in NXT from constituent IDs (say, from another query/report). I'd love to be able to copy/paste my list of IDs and get a list.0
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Ablity to Filter on Individuals vs Orgs in ALL Lists including Gifts and Opportunities Lists
Essential when trying to separating pipelines for our Foundation/Corporation Relations Dept vs Indivdual Giving Dept.1
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Allow filter for more than one giving scenario at a time
I'd like to be able to pull a list filtering for total giving and a gift given within a certain time frame. Lists does not allow for that saying only one filter is allowed per category. Original text: In previous NXT lists function I was able to p...1 Reviewed: Voting Open
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More options for by batch number for gift lists
We need 'one of' and 'between' options for the batch field filter on gift lists0