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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
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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
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Gift Lists Filter by Addtional Fields
Letter Code & Constituent Key Indicator0
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Add an "empty value" fundraiser filter
Our fundraisers have donors assigned to them on their portfolios as well as general territories of donors who are not specifically on their portfolio. Would be useful to be able to filter not only by custom field (our region filter), but also by "...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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Enable ability to filter Constituent List by Email
It would be really helpful to create a constituent list that only includes records with valid emails in NXT web view. Filtering by "Email is not blank" would be really useful in segmenting marketing emails.0
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Add Constituent fields to Filters and Columns for Action Lists
Supervisors need to be able to focus on actions that are being done to prospects in certain statuses/stages, so a filter and column are needed for the Constituent Prospect Status. (As a general point, this is really true more broadly for the need ...0
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Develop the ability to create a list in NXT based off of solicit codes
We store giving information and insight in solicit codes. It would be helpful if we could generate a list based on solicit codes.0
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Ability to flag records in lists
We use lists for prospecting before moving constituents into portfolios. There is, however, no way to track which records have been reviewed or any intermediate status before assigning to a fundraiser's portfolio. The ability to add flags to recor...2 Already exists
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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