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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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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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Add Opt-out or Consent data to LISTS, to clearly identify who will not be receiving an email
All our lists seem inflated with records that show a primary email on file, but may have opted out of email communications previously.0
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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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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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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! -
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