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Add ability to add specific date for action in Workflow Designer
We are attempting to use Workflows to manage our annual stewardship plan and we have several touchpoints that don't occur when a gift is made - they are made on a specific date, like an invitation to a future event, or the mailing of a handwritten...0
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Add ability to export/save List View as a PDF
I would like to be able save or print the results of a List View in a nicely formatted PDF file.0
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Allow multiple levels of parentheses in NXT Query Builder
In RE7 Query Builder it's not possible to have multiple paretheses on any single criteria statement. As the NXT Query Builder is built, it would be great if that restriction is eliminated.0
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Web view - Constituent List summary and location filters should account for Seasonal Addresses
Web view: Lists with Constituents in summary form currently reflect ONLY Primary Address and not a possible currently effective seasonal address. Location filters are ALL based on "primary address" and should include active seasonal addresses. The...1
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Lists need more options
Lists need to have more options for reporting purposes - it is SOOOOOO limited. We basically have to still use the database view for everything because this information is so basic. What is the point if it isn't useful???1 Reviewed: Need Further Info
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Preserve column width settings in saved lists and portfolios
It is helpful that NXT preserves the column selections and order when saving lists. If if would also preserve the column width settings, that would save a lot of repetitive work to resize the columns so that they can be viewed on the screen.1
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Ability to create list of funds
It would be nice to create list just as in the database view we can search by funds.0
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Add filter for NXT lists: "assigned to" is blank
I need to filter constituents who do not have an assigned fundraiser. Please add this.2
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The ability to pull over Business tab information into List in RENXT
Waiting to have more options when it comes to creating list in RENXT as you would in database view.1
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Filter by constituent assigned appeals
Want to be able to run a RE NXT List filtering for appeals that are added to a constituent that may or may not result in a gift. Currently, if there is no gift, then the list results returns as null, even though the constituent has the appeal atta...0