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Export / Report Constituent Photo
We create thumbnails for events with a brief bio on each person attending. At present we paste in a photo from LinkedIn or similar - as we have the profile photo on the constituent record it would be a huge help if this could be reported out and p...1
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Add Grand Total Column for Lists in NXT
Lists in NXT indicate the total number of donations made right above the list itself, but it would be helpful to have a grand total next to it as well. That way we don't have to export lists every time just to see the grand total.1
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Head of Household filter should work in NXT lists regardless of how the constituent was added to the list.
I merged two lists I already had created in NXT today, only to discover that I couldn't THEN filter them by head of household. It has to be done in the initial lists, which makes no sense to me at all. If any constituents are added manually to a l...0
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Adding the ask operator in NXT
In the database view you could create a query that prompts the user to enter the field that they would like based on the ask operator. For example, if you just wanted to create a query or list for class years but assign an ask for class year so yo...0
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Export Fund ID
We use Fund ID rather than fund name to identify our funds across departments. An export of a "Gifts List" does not include Fund ID. Could we add this?1
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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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Ability to set list column defaults by user and/or specific list
Currently the list columns default to heavily gift focused content. Not all constituent engagement starts from existing donors and therefore other columns are more relevant. It is inefficient to have to set the columns for every new list and every...2
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Add constituent attributes as filters in gift lists
Can someone please start making the constituent attributes more available for filtering in the lists we build? We use attributes a lot because they are the easiest to update in RE and seem to be more available in the system that other options.0
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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
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Want to be able to pull a list in NXT based on interest tags in Prospect Management.
I've tagged our prospects with particular giving interests in the prospect tab. I know you can pull a list in NXT based on Prospect Status, but I want to be able to quickly look at all of my prospects with a particular interest. For example, I wan...0