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Total Gift Count filter in constituent list
Would like to be able to filter on total number of gifts within constituent filter.0
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Automically Email Link for Lists on Schedule
I would like to automatically email fundraisers a link for a list on a regular schedule. Pls!0
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Checkbox Column that can be saved with lists
We constantly share lists with our full team for review when determining who to invite to events, what prospects to add to campaign, etc. They always have to export them or manually write out their notes to share. If the list had a binary field th...0
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Add Total Giving as an column for export in NXT Constituent Lists view rather than just a filter
It is nice to filter by total giving in the NXT view but with regards to donor recognition it would be very useful to actually be able to see their total giving amount over the date range.0
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Create a chart/insight from a List.
From Lists,would love to see a button to create a chart. Currently, I think you would have to recreate the filters and parameters of the list into Report Builder. Examples: Constituency code graph of a List I created of records who have Major Gi...0
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Hide inactive constituents and prospect status codes when filtering
It would be great to hide inactive fields across the board for filtering - eg Constituent code, and prospect status codes.1
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Add column for giving total in a specified time period
I need to be able to show how much a person gave this fiscal year and show how much they gave last fiscal year.0
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Sort Lists by Prospect Status change date
It is very helpful that we can monitor the changes in Prospect Status, but we cannot use them to view or sort a List. I am frequently flagging records using this status, but am unable to do more than group them in a List. It would be helpful to so...0
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In Constituent List Add the option for Gift Date in last "specific range of days"
I am trying to build a functional Workflow designer and it would be very helpful to have w/ Lists>Constituents to have option to have gift date drop down menu include "in the last "Specific range" of days." This an option when building a gift l...0
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List: I want to filter by education / attiributes. The NXT output options are so limited.
I still must use RE for about 80% of my queries.0