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Allow RE NXT Insights to Add Lists
Right now, you can add Const IDs one at a time in RE NXT Insights. However, this functionality would be much improved if one was able to link to a query (as with RE Databased View Export) to add the list or to drop in a list of 500 Const IDs at on...1 Reviewed: Voting Open
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Total amount of giving per donor within a 12 month period
Currently we can only get lifetime donations when we ask for total giving under the constituents list. I would like to see a report that would give me the total giving per donor for a 12 month period or other specified time period.1 Reviewed: Voting Open
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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...4 Reviewed: Voting Open
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Attachment as a filter in all List builds
It would be great to query on which records have attachments in each area; constituent attachments, or action attachments, or opportunity attachments.0 Reviewed: Voting Open
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In RE NXT lists criteria, ad a filter for "Do not include" or "is blank" feature.
NXT list queries have to ba saved and opened in th edatbase view to add additional criterai for exclusions1 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Ability to filter a gift list for Split Gift Amounts for appeals and packages
Currently, the only option for filtering gifts for a specific package is the total Gift Amount, instead of the ability to view only the split gift amount for said package.0 Reviewed: Voting Open
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Preserve Giving Statement PDFs
Giving Statements pdfs were deleted in NXT when I deleted the query in the database the pdfs were based off of. The database query was the NXT list used in generating the giving statements.0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Quick Delete Functionality on Lists
There needs to be a faster way to remove records from a list then having to separately search them and remove through the "exclude" button method. After reviewing the information and determining the constituent is not one you wish to have on the l...3 Reviewed: Voting Open