-
Allow filtering by previous assigned solicitor
When we update our MGOs, we mark them as "Prior solicitor" when we unassign them. I cannot filter lists by the solicitor relationship type. Can you allow filtering on more fields?0
-
Have Alias available as a Filter in NXT lists
We have aliases of ID numbers that link to our email provider, or other fundraising platforms, would be good to be able to create lists based on them having certain Alias types1
-
Include constituent address info when exporting Action Lisit
We need to sort action lists by state. Unfortunately, this is impossible in the list itself. If the export included constituent address info (it is obviously available because it shows in the constituent summary), we could at least sort the inform...0
-
Ability to search for Lists a Constituent is on
The ability to look up or search for the Lists a specific record is on would be helpful for me as I merge duplicates to ensure if the two records were on different Lists used by Staff that when the records are merged that the remaining individual ...0
-
The ability to create an NXT list on the "description" field of a custom wealth score
Currently, we cannot group constituents together in NXT on all the fields available when we add a custom wealth score to a record. In RE we have access to the "source, date, category, and description" fields but in NXT we only have access to "sour...0
-
Add "greater than or equal to today" filter on constituent lists
When creating lists in NXT, and adding a date ranger filter, it would be very helpful to be able to filter with a dynamic date range such as "greater than or equal to today"0
-
Filter Action List by Location
Please allow the use of the Location field when filtering a list of Actions. Users can select a Location when entering Actions in NXT. However, the Location field is not available as a filter when creating Action Lists. Additionally, the Location ...1
-
Filter Action List by Campaign
I need to filter an Action List by Campaign (or Fund) so that fundraisers can see actions that have been entered (related to specific Campaigns or Funds) by other fundraisers. However, an important step would be to allow the entry of Campaign (or ... -
Allow filter in lists for fundraiser/solicitor
Allow lists to filter based off of selected fundraiser's so we can use NXT for board give/gets0
-
Add Bank Name to Column Selection in Treasury
This would allow any user using multiple banks to see in the Bank List which accounts are at what bank. We use many banks and this change would be extremely helpful.0