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Create permissions for lists in NXT
It would be very useful to be able to select specific permissions for particular roles within NXT to determine what lists they could see and what columns they can see within a list. Currently, anyone with list access can view any list that isn't p...0
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Filter lists using Campaign, Fund or Appeal Categories
Campaign, Fund and Appeal Category options would be very helpful as when filtering a Gifts lists or Constituent lists using giving criteria. Currently, a user may select multiples for the criteria but the Category option would make things faster.3
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Export Comments when creating a List based on a particular Custom Field
We have several Custom Fields and we use comments in them. When we export the information from a Custom Field, it does not export the comments associated with that Custom Field.1
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Additional ideas for Filters
Would love for these things to be available as options for filters in Constituent Lists: It looks like if you don’t select a Fundraising from the Assigned To drop-down, you will get unassigned prospects, but I’d like for “unassigned” to be an a...2
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Ratings Filter and Sort
It would be helpful if filtering on custom ratings would allow you to select more than one value or a range. It would also be nice if ratings in a list would sort by the description. Many times, our fundraisers would like to see high to low values...3
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Add Event name and fields as a filter in Constituent lists
We are unable to create a dynamic list of Event participants for our fundraisers to use to manage events, but also to use as a basis for workflows.2
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Add appeal option when adding an event payment
Currently if you add a gift to an account when in lists, there isn't an option to choose an appeal. This would be helpful for keeping track of what payments are for.1 Reviewed: Voting Open
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Cumulative Giving as column in List
I'd like to see cumulative giving ranges as a column option in lists in web view. It's great that I can query on it, but would be more useful if you could see how the constituent matched the criteria.0
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Add overdue prospect status to Constituent list filters
You can set a warning on the top of a constituent record once your prospect reaches a certain number of days in a status (for follow-up). Could we add this as a filter on constituent lists? This seems like a good way to add more value to this ha...2
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Add Addresee/Salutations in a Constituent List
We pull some of our email lists from NXT using a constituent list and use informal salutations when addressing our constituents. This is a field under Addressee/Salutations, and we have no way to add this to a constituent list. It would be extreme...0