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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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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
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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 options to filter Gift List by constituent records/information
The addition of the "Any Gift" filter to Constituent Lists added a huge amount of functionality and use to those types of Lists and made it possible to make a useful Constituent List without having to base it off a static query that wouldn't updat...0
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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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Start with an Empty List
Lists in NXT should default to empty or no constiuents and only start building with filters or manually added constituents.0
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Choose what columns populate Excel spreadsheets from Lists
When exporting results to Excel, I would like for the spreadsheet to reflect what columns the user selected instead of it being pre-set like it is now. Is this possible?0 Already exists
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Adding the option to have a column for maiden names/aliases when pulling a constituent list in NXT
It's very important for us to be able to see maiden names when pulling lists in NXT, but only the people who have database view are able to do this, which creates more work for the people who have database view since more people have NXT and no ac...1
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Summary Action Notes add to opportunities list in NXT
The major gifts team are using the opportunities list in NXT to weekly review each proposal and they find the last and next action helpful. They export the list so to share with others by email and at meetings. However you cannot see the actual de...0
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Adding specific relationship to lists in webview of RENXT
In many of our lists we have the request to include the current employer and job title, In the list function of the web view of RENXT we can not seem to include this. It would be very helpful to be able to do this.1