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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
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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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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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Adding the function to see the results of your filter in Lists in the columns
Often we wish to filter on donors that have given over $x in a CY, it would be great to also be able to see from that list what that total is in the column rather than simply showing the latest, greatest and total giving. Also would be good to see...0
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Click to refresh static query in lists.
When an NXT list is based on a static query, it takes a trip behind the curtain into database view to refresh the data -- or a subscription to QUEUE to have it refreshed periodically. It would save a lot of hassle to be able to just click on the n...3
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Use a fund or appeal category to pull in all funds and appeals including inactive
For lists it would save a lot of time0
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Access to previous user's NXT lists after they no longer work at the institution.
The person who had my position prior to me was using lists in NXT and unless they are marked as sharable, I can't see them or access them. There should be a way that a user with supervisor rights can access those when an old user is inactivated.1
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Add the ability to filter by Planned Gift fields in NXT Constituent and Gift Lists.
We would like to be able to filter a constituent list by Planned Gift Status in NXT. There are currently no Planned Gift filters for Lists.1
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Ability to create lists by employment details
It would be great to have list of constituents by their employment details, in particular to see all constituents working for a particular company; or industry; or all constituents with a particular job title2
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Duplicates in RE NXT lists
It would be incredibly beneficial if we were able to filter and remove duplicated names in either the constituent or gift record. for example, currently, the best way to generate a list from RE NXT for non-acknowledged gifts is to use gift record ...0