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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
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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 ... -
Filter by contact info such as contact type and send mail check box
This ability to additionally filter contacts is useful for our solicitors so they can know who they need to be talking to. It would be ideal to offer additional filters for listing contacts at organizations. This is particularly useful when there ...1
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Limit Constituency Codes exported to current only
When exporting constituency codes for a list that includes both records with expired (ones with end dates that have past) and current codes (those with future end dates or no end dates) there is no way to tell the export to only export current cod...3
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Add separete rows for each org contact when exporting list
All of the organization's contacts are listed in one row when a list is exported. If contacts were listed in seaparate rows for each organization, it would be very beneficial and time-saving.0
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Add Constituent Code to Action and Opportunity List Filters
For team supervisors who want to see actions or opportunities just for their fundraising unit. Right now, you have to be sure all solicitors are checked and manually updated.2
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Add date range to the constituent tag filter in lists
I would like to see more flexibility with lists (and tags). Date range would be nice to have when selecting a constituent tag to create a list. In my office, we like to send birthday cards to our donors once a month - we run a list from a query in...1
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Gift List - Planned Gifts
While I can create a list based on a gift type of Planned Gift, I am unable to create a list of all gifts that have been applied to a planned gift. It would be very helpful to add a query option in the list feature to allow us to create a list of ...0
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Add the constituent Summary Note field as an option to display in lists
It would be nice to include the summary note field in our lists, especially the portfolio lists. We are hoping to use this field for prospecting notes and it would be great to view the data when reviewing the complete list of constituents.1
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Ability to see more than 1 attribute on list view
In the constituent list view, it would be helpful to see multiple instances of a displayed attribute (when there are 2+ of the same attribute category in the constituent's record).0