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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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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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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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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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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...2
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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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Ability to import an excel list into NXT lists
There are so many times where I have an excel sheet that I've exported from the database, identified the records that I need make changes to, then have to go back and search each individual constituent to make those necessary changes to their reco...3
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Allow users to customize constituent summary that appears in lists
Would be incredibly useful to be able to configure the Constituent Summary in a similar way to how you can configure an Addressee / Salutation - you could include titles, preferred/nickname, class year and other key fields. This would help ensure ...2
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Add the search capability by fund id and show the fund id number in the actual gift record
This is helpful for users who work with funds.0
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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