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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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Add ALL Fields from db view to NXT web view
We have seen very few additional fields added to web view since we went live on NXT in Oct. 2020, when we were told by our consultants that BB was actively improving and adding to web view with a view to replacing db view with it eventually. The f...0
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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
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Include "No Valid Address" to filters so you can include or exclude non-mailable people
We periodically do drives to find lost people in the data base. Would be nice to only be able to display those who are lost and quickly contact or update them within NXT (need to be able to update addresses!!!)0
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Constituent ID for All List Types
I've seen the suggestion about adding the constituent ID to lists. And one idea even says it's shipped. This is only the case for Constituent Lists, not for all list types. I'd like to be able to have the ID on all lists. We use the IDs a lot and ...1
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Add "Date Entered" as a filter option and column option for Action Lists.
The task of monitoring action entry cannot be accomplished within NXT. For example, it requires a database query to see what actions have been entered in the past week. Currently we employ a workaround which uses an NXT list build on a static quer...0
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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
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It would be great if the NXT lists filter for direct marketing didn't only have "contains" "starts with" etc, but a "greater than" "less than" "between" option.
n't give me that option.0
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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
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Gift Lists Filter by Addtional Fields
Letter Code & Constituent Key Indicator0