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Provide a maintenance tool for NXT Lists
Now that we have been using RE NXT for a few years, we are accumulating a long list of saved constituent lists that we no longer use. There doesn't seem to be any way to delete unused, other than to open them and delete them while they are open. W...0
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Id like to be able to see the number of years and number of consecutive years giving in lists.
I know that the idea of this is that fundraisers will look at each record for this information, but it would be very helpful to see it in lists and be able to sort it.1
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Display pledge balance when gift type is pledge payment in gifts lists.
I would like to be able to see the relationship between the pledge payment and the pledge balance in a gift list, without having to go to the original pledge gift record. I want to see if the gift that just came in is the last payment on a pledge,...0
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Show all table entries for Custom Fields, even if not associated with an account.
I often need to add new fields and then create a list that pulls them in before they are associated with an account. However, this is not currently possible as fields only show if they are associated with an account. However, they show in RE, so n...0
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Ability to share Analyze views between Users
I would like to be able to share a view that I have created in my account with my supervisor so we don't have to go in his computer and recreate every view. Helps when he is away and wants to discuss a result.0
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Load Menu First when Accessing Lists
When accessing the Lists function in web view have the menu load instead of the last list that was open. If the list was complex it can take several minutes to load. Having the menu option load first allows the user the option to click to the list...1
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Ability to filter lists based on when a gift was entered
It is helpful and a quick way for fundraisers to see gifts that have been entered into the database recently. I see that "Gift Added Date" is available in "Columns", but it would be even more helpful to be able to filter this information so you ca...0
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Merge different types of Lists - ex. Constituent with Opportunity, Gift with Constituent
When using Constituent Lists I find myself needing to access Opportunity data, and vice-versa. Having the ability to merge lists would be really helpful or allow us to access columns from all fields of the database in different lists.0
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Please add constituent address column in the gift list under the Lists-Gifts.
we want to export unacknowledged gift report every month to send emails or mail to donor address acknowledgement letters - So under lists there is constituents and gifts and there we can choose columns and filter for whichever information we want ...1
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Create folders for NXT Lists
Folders would help specific users manage lists, archive lists, etc. The current set-up is an "all or nothing" approach which is cluttered and hard to manage.0