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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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Need to sort Lists by Major Giving Likelihood Numerically, based on the full number
I just created a list and sorted it by MGL. Unfortunately, the sort is not going in numerical order from greatest to least number. It is sorting by the first number in the rating. For example, if I sort from least to greatest all my ratings of 100...0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Add options to filter Gift List by constituent records/information
The addition of the "Any Gift" filter to Constituent Lists added a huge amount of functionality and use to those types of Lists and made it possible to make a useful Constituent List without having to base it off a static query that wouldn't updat...0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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List option for Relationship to Organization
it would be helpful to create a list of constituents with relationships to an organization, instead of only being able to see them on the organizations record0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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. -
It would be nice to be able to pull alumni lists by class year from NXT.
This would be useful for Reunion Giving programs and can be accomplished without database knowledge and from NXT.1 Reviewed: Voting Open