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Constituent List Filter for Appeals - who received an appeal, not just who gave in response
We need to see all constituents who are marked as having received an appeal, not just the ones who gave. Currently there is no way to access appeal information or follow up with folks based on appeals using NXT. There is no way to even see what th...0
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Allow security on specific lists
It would be nice to be able to only set the security on a list based on a role or user. We have a user that we would only like to provide access to attribute specific data and nothing else. If I create a saved list, he would be able to see all the...0
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Be able to filter which membership a "Lapsed" "Lapsing" "At Risk" tag is regarding too.
My job would be a BREEZE if I could filter on "X membership" and the tags "Lapsed" or "Lapsing" or "At Risk" Instead, the tags are filter compatible with Constituencies. If Tags would work with Memberships imagine how easy sending reminders would be!0
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Adding Packages as an option in the Gift criteria section of a Constituent list for workflows
We are needing to create a dynamic constituent list for our workflows and in the Constituent list, under Gift Criteria we would like to have the option of selecting Packages. The reason for this is that we have people registering for an event at d...0
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Allow 'between' on batch number filter in Gift Lists
It would be useful to be able to filter on batch numbers that fall 'between' a certain range for when you don't know which batch number exactly you are looking for.0 Reviewed: Voting Open
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NXT list should have capability to view current year total giving, as well as previous year totals
This would benefit relationship managers in being able to see at a glance a group of Constituent's giving over several years within one screen in webview0
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See addresses in a gift list in NXT
I would like to have the ability to see address, phone or email as a column in the gift list. Many times we need to access that and use it as a reference point.5
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Add the column "Fundraiser" to a gift list in NXT
Our Major Gift Officers are now using NXT and would like a "fundraiser" column added to the dynamic gift list that has been created. They are using this list in lieu of the daily gift report that we used to generate in the classic version of RE. C...0
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Ability to de-dupe constituents in NXT Gift Lists, like you can do in Database View under query options.
No description provided2 Reviewed: Need Further Info
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Fix Query Soft Credit Processing: Amount in Grid
RE query in database view does not correctly process records when using Tools>Query Options>Gift Processing>Credit Soft Credits to: Recipient 'Use Amount in Grid'. For any one gift, if there are multiple soft credited individuals, it is s...0