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All notes to be filtered by Note type in Constituent Lists
I need the ability to filter notes by note type to create a constituent list in ReNXT. Will this ever be available? And will any of the notes fields be available to display in the colums?2
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Individually remove from Lists
It is frustrating to have to scroll to the top of a list to manually remove a constituent. It would be easiest to have a 'remove from list' option along with the 'add action', 'add note', 'assign fundraiser' etc. menu.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... -
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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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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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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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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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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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