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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
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Gift Lists Filter by Addtional Fields
Letter Code & Constituent Key Indicator0
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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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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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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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Create a calendar view for action lists
Just like you can view constituent addresses from a map in list view, what about seeing action dates through a calendar view? Would be helpful to: See your upcoming month/week at a glance (from NXT) Space out commitments Give supervisors visibi...0
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Allow for the suppression of duplicate mailing addresses in exports
When exporting a mailing list from RE NXT, it would be very helpful if multiple records containing the same mailing address could be automatically eliminated, so that only one record at that address remained. Head of Household processing only appl...0
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Allow users to move/shuffle list tabs
For example, sometimes I have a dozen lists open, and it would be great if I could shuffle their order so that they make more sense for me as I work with them.0
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Ability to filter Gift Lists by Donor Country or Custom Fields
As an international organization, we would like to be able to create gift lists by country. We are able to create gift exports in DBView using both country and the donor's custom fields but would like to be able to do it in WebView as our GOs do n...0