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Add ability to filter on Fund custom fields on Gift Lists
We have created several fund attributes/custom fields that we need to be able to filter on in NXT. Specifically, our fundraisers and their manager would like to create a list of all gifts to a specific college or department. This would allow them ...7 Reviewed: Voting Open
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Further improve Actions lists by allowing filtering and columns for Constituent custom fields and addresses.
The ability to filter by and add columns for Action Custom Fields has greatly improved Action Lists. The ability to do the same with Constituents Custom Fields and Locations would be a game changer.0
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Filter or Query based upon amount of time in Prospect status
Under Prospect Management in RE NXT there is a section that calculates the number of days a constituent is in a particular Prospect Status, as well as allows us to view the status history. It would be great to be able to Query the number of days i...29 Reviewed: Voting Open
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Add Addressee/Salutation to RENEXT List Column
It is so easy to pull lists, but you can't use them for mailing purposes then because the list doesn't have all the appropriate fields.8
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Include the "Completed" Checkbox and Completed Date as a filter in Action List
We are currently able to filter an Action List by Action Status, the organisation I am working with would also like the ability to filter the Action List by the "Completed" checkbox in the database view - as well as the Completed Date that is asso...1 Reviewed: Voting Open
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Add Thank you letter codes as a list filter
In general, I hope Blackbaud will continue to add filters to the list function, because this function currently feels very limited, and is not particularly useful at the time. But one of the most pressing filters I would like to see in the list vi...10
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Add Proposal (Opportunity) Summary Note to NXT Lists
Please add a column in the RE NXT Webview for Proposal (Opportunity) Summary Notes for easy viewing and export. This is currently where our fundraisers share their overall strategy for each opportunity.0
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Allow Administrators to delete other user's lists in NXT
I searched but didn't find anything. If there is an existing idea for this BB, please merge. This is a fundmental function that really should exist!6
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Add Fund Categories as a filter within Lists (Web View)
As a larger org, we have a ton of funds and it would be helpful to be able to quickly filter by these categories rather than having to click every single applicable fund.1
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Provide OR option among filter categories
There is currently no way to filter records that meet Constituency Code criteria OR Custom Field Criteria. Within categories, we are offered "all of/any of" options, but not between categories. For example, I would like a list that includes record...