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Add options to select filtering on key indicator in Gift Lists
I am trying to pull gifts from NXT for living constituents only and individuals only in a gift list and would like options to filter on the constituent types.1 Reviewed: Voting Open
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Add more summary information to gift lists!
When we pull a gift list, we see a total number of gifts listed at the top - it would be great to also see a total dollar amount! We do a weekly summary for all our development team, but to know how much was raised in week, they have to export the...0
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Show Both the Fund Number and Fund Description on the Gift Lists
It would be helpful to our teams if both the fund number and the fund description (the name) show on gift lists.1
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Allow RE NXT Summary Note contents to be an output column on constituent lists
This would be helpful in that you could easily see a summary along with photo of each person in a constituent list. For example all board members with photo and their RE NXT Summary Note description - or all attendees for an event, etc.0
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Total giving within a given time frame
I was tasked with looking up a certain constituents total giving within the last fiscal year in Raiser's Edge NXT. I can get the gifts given within that time frame but I am unable to determine the total unless I manually add them all up. Is there ...0
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Include action summary and description in outputs for opportunity lists
When we have a list of opportunities, we would like the "last action" so have more than the type and date, but include the information in the summary and possibly the description. Right now you have to click on it then scroll to it, which is tedio...0
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Option to create RENXT Web View List from AddressFinder Lost Constituents
AddressFinder creates its own list of "lost constituents" but it would be helpful to be able to then populate this list into an RENXT Web View List. From there one could view giving/interaction history, among other data points, and determine how o...1
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Create a way to group all Workflow Constituents added manually to a specific workflow in List
If you build a Workflow without a list and add the workflow manually to constituent records, there is no way in NXT to find all the people you have added to that Workflow. Currently in order to find all the people in one of our Workflows we have t...2 Reviewed: Need Further Info
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Add constituent summary in gift list
Recently finished the Fundamentals: Lists/Blackbaud Raiser's Edge NXT ILT course. We had an example of creating a gift list of donors who have a overdue pledges. It would be helpful to have the constituent summary that's available in the columns f...0
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Spouse Contact Summary in Lists
I would like the spouse contact information, particularly primary email and phone to be one of the columns available for export in a constituent list from NXT. This really helps in contacting constituents who may not have current primary contact i...1