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Further improve Actions lists by allowing filtering and columns for Constituent custom fields and addresses.
The ability to filter by and add columns for Action Custom Fields has greatly improved Action Lists. The ability to do the same with Constituents Custom Fields and Locations would be a game changer.0
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Provide OR option among filter categories
There is currently no way to filter records that meet Constituency Code criteria OR Custom Field Criteria. Within categories, we are offered "all of/any of" options, but not between categories. For example, I would like a list that includes record... -
Email Declined Recurring gifts
It would be ideal to be able to build a workflow to email declined credit card donors automatically through NXT.4 Reviewed: Voting Open
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Add Fund Categories as a filter within Lists (Web View)
As a larger org, we have a ton of funds and it would be helpful to be able to quickly filter by these categories rather than having to click every single applicable fund.1
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Add 'Total Fiscal Year' Giving as a column option on Constituent Lists
Easy to see at a glance giving for the current fiscal year. Would be helping information before meeting with a donor and when writing grants, board reports, etc..2 Reviewed: Voting Open
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More flexibility in Criteria and Output in NXT Lists (more in-line with Database view options)
In working with Lists in NXT, I feel like the major difference in results between NXT and database is that we can't dictate as specific information in our criteria, nor can we designate the exact information we want to see in our output. Criteria ...0
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Ability to filter on all available columns in NXT lists
It would be great to be able to filter on all available columns in NXT lists (such as Gift Comments) - currently there are a number of available columns that are not available under filters.0
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Add Proposal (Opportunity) Summary Note to NXT Lists
Please add a column in the RE NXT Webview for Proposal (Opportunity) Summary Notes for easy viewing and export. This is currently where our fundraisers share their overall strategy for each opportunity.0
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Add Contact related datafields for Organization records to Columns for Constituents List view and export
Useful for list reviews to prepare invitation/engagement lists since an organization can have multiple contacts or relationships0
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Automate "gifts last week" to be sent to staff/constituents in RE NXT
I would like to see a way to automate sending a list of gifts that were received last week that can be shared with the team through email and RE NXT.0