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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...3 Reviewed: Voting Open
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Create a list in RE NXT on constituents with email addresses
We would love to be able to simply pull a list of constituents that have email addresses0
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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 '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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Enable us to search for queries/lists based on selected fields used in the query/list, e.g. as Filter or Output
I want to find (and adjust) all queries that use Fund Category, Appeal Category or Campaign Category, all of which are fields we recently redefined and restructured in RE for improved filtering and grouping for reporting, etc. We have thousands of...1
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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 "Ask Amount" in Action Lists, not ONLY Opportunity Lists.
It would be very helpful if you could implement an "Ask Amount" column in the Action Lists, not just when creating an Opportunity List. We often need to make prospect lists for our committee members that include, Assigned To, Constituent Summary (...0
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Remove donors from a workflow
As well as an inclusion list it would be great to be able to add an exclusions list to a workflow or drop donors from a workflow. We want to send a welcome series to regular givers but if they cancel after the first gift we do not want to send the...13 Reviewed: Need Further Info
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Constituent List - with filterable gift amount beyond greatest, first, last
Often, our goal is to pull gift information based on certain filters such as gift amount, date range, etc. We can obtain this information through a gift list and it provides all of the gift information we desire, however, we also often need consti...0