-
Add capability to pull Lists on Attachment Tags
The ability to use Tags on Attachments is good for categorizing; however, we need the capability to pull Constituent Lists or Attachment Lists based on Tags - otherwise, why have Tags? For example: we use Tag = News Story on an Attachment. We'd li...0
-
Include Fund Category in gifts lists
Including the Fund Category field would be helpful in the gift list to better communicate with accounting teams.0
-
Allow "save as" function for lists in NXT
It would be really nice to be able to duplicate a list by using something like a "save as" function, like you can do in the database view. It's kind of crazy that you can't do that and have to do a round about filter of the list to do this.1 Already exists
-
Add age to columns in constituent lists
It would be helpful to add age as a column in constituent lists.0
-
Add column for constituent emails in Gift Lists
I would love to be able to see the emails of the constituent when I am looking at a gift list. This would be helpful as many operations are matched based on email and not on name alone.0
-
Workflow--combine criteria
Allow the combination of criteria in a workflow. For example, start with a specific Constituent List, then add the criteria that when someone on that constituent list makes a gift that the solicitor should be notified.0
-
Should be able to add/exclude opportunities in opportunity lists
I'm working with my gift officers to get all of their opportunities into NXT, but it would be great if I could make a list of priority opportunities for them to review on a regular basis. It's a great feature in building out a nuanced constituent ...0
-
Filter by open constituent codes
When you filter a list on constituent code, by default it shows cponstituents who have that code with a Date To as well. I would expect the list to only show constituent codes without an end date. The way it works now these lists are useless.2
-
Allow NXT export of a relationship for an organization based on Contact Type
Any mailings we do for organizations go to a person at that organization who has the Contact Type of Mailing Contact. The current constituent list export does not allow for any relationship to be displayed as a column option or exported. We have t...0
-
Ability to filter/create lists of members
It would be invaluable to actual utilize membership information while in the NXT webview. We host events that require use to be away from the database and we have no real-time options.0