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Building a list using exclusions or the word OR
I would be helpful to be able to build lists in NXT using the options of having an assigned solictor OR giving a gift during a certain time. Another helpful way to build is saying having an assigned solictior excluding those with a specific attri...0
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Allow list criteria to be pulled across list types
Similar to the query function in RE, it would be great to be able to pull gift info in a cons list and cons info in a gift list. That's currently not available and I would love to see it happen!0
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Add volunteer timesheet field to "lists" columns and filters in NXT
It would be extremely beneficial to be able to create marketing emails, lists, and workflows for volunteers if we were able to use volunteer timesheet information as criteria, or even just have the option to view that information in a column. Ther...0
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Add the ability to add contact information to gift lists so I don't have to also pull a constituent list
Currently have to merge two lists, time consuming and frustrating.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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Email Address and All Email fields in constituent lists
When integrating with other systems not being able to pull and filter all the email info available in webview is really limitied - ie it doesn't filter out invalid email addresses0
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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