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Adding the "online presence" as one of the list options.
When creating list we are able to create them with Constitutents name address, phone, etc. It would be helpful to also be able to create a list with the "online presence"0
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Ability to filter the list based on a custom field description
You can set automation email or action based on a specific custom field description, saving hours.0
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Date field is Blank List criteria is needed!
In auditing Opportunities, I need to see where my fundraisers have or have not added dates. I need an option for "OR Date is Blank/Empty" in the List criteria. This is especially important when I'm running my semiannual audit to mark Opportunities...0
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See customizable summary of constituent's giving in Portfolio
Gift officers need to be able to pull up a list of their portfolio and see a summary of a constituent's giving BY CAMPAIGN, appeal, fund, date range, or other factor. Right now it only allows us to see their Lifetime Giving, first gift, last gift,...0
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Add "Last Action" and "Last Action Date" as Filter in Gift/Constituant Lists
My team is using lists to keep track of a high volume of donors, and we need a way to filter out those who have been recently contacted to avoid overlap. Having a Last Action Date option would give us the ability to see at a glance whether we have...0
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Add photos on list view
It would be helpful when needing to upload profile photos to several constituents if it could be done via the list. Recently we created a query for an event we were having. The data center then went through and uploaded a profile photo to each con...0
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Change the order of open lists by dragging the tab.
In the same way as Chrome allows you to drag the tabs to reorder them.0
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YTD option in Lists under filters
If you want a list to be YTD and be dynamic, there isn't a way to do this. For example YTD lapsed donors of $1,000 plus. I have to change the date range every time I go into the list.0
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Add business information as output in constituent lists
There are very limited fields available in NXT lists for constituent information. We would like to see business information available to be output as columns, for instance. You should send out a survey to NXT users to see what fields are most want...0
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Allow "Save a Copy" on Lists set to "Allow Others to View by Not Modify"
We often want to set a "default" list for our users to build more custom lists from ("save a copy"/"save as new"), but we can only do that if the users can modify the default, too, which defeats the purpose of having a basic or default list format...