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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
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Need Expanded List Operators for Target Analytics ProspectPoint Custom Models (eg: MGL, AGL, PGL)
The RE NXT List filters for custom ratings using Target Analytics ProspectPoint custom models does not include the operator for greater than or equal to and others to group records by their model scores. The available operators only provide text f...1
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Include the Action Summary/Solicitor assigned date from columns in action list output
Please include the action summary and the date the solicitor was assigned in the exported list in NXT. If you can't get the "Assigned from date", at least include the action notes! -
Please add the option to select a list of Constituent Ids in NXT lists.
Sending stewardship lists to the team. Currently I need to create the static query in RE and then create a new list using the static query in NXT. Lots of steps.0
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Include Fund Name in List Options
Since we as Office Managers in our regions to call donors who give a $500+ gift each month, it'd be great if the Fund Name could be included in the List.0
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Identify Creator of NXT Lists and date created
It is important to be able to identify who created a List so that as the administrator of the database I can enforce naming conventions and keep the list of lists to a usable amount.0
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When pulling a constituent list would like to add spouse info and contact info for organizations
I am creating an invitation list for an event. Would love to be able to pull spouse info for a constituent. Would also like the ability to pull contact info for organizations into the list as well.1