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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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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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When filtering the NXT Web View Donor Retention Report by fundraiser, the results should include LYBUNT donors even if the solicitor was not assigned to them for the previous year's gifts.
The donor retention report is accurate if not filtering by fundraiser. But if a fundraiser was not assigned to a donor for the previous year's gifts, the report excludes those gifts (even though he gave to us in the previous year--just not through...0
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Adding Seasonal Addresses and removing Invalid Addresses from NXT lists
My boss is asking for a list of Florida constituents and wants seasonal addresses added to a specific radius of donors. NXT can pull the radius but cannot pull Seasonal or remove Invalid. That means the list will always be inaccurate.0
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Data fields available to create lists
In database view, all available data fields are available when creating queries, reports and exports. The same flexibility should be available in web view. Here is one example: Campaign category is required for nearly all of our data lists, querie...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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Add capatility to add multiple filters utilizing an "OR" value
I would like to create a list using more than one value in the filters based on an "OR". Is this possible?0
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Names in Lists need to be configurable, display useful name information
I'm feeling a bit stymied at the usability of certain aspects of Lists when it comes to identifying the constituent or relationship person: we have a lot of donors who are only known by their middle name and for whom we don't have a first name, on...2
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Exporting all name parts separately in Lists
Can we make it possible to segment out the first name, last name and suffix for when you export to excel in webview? That makes it easier to create a list to make a mail merge and sort by priority in excel.0