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Vote
Include Fund Category in gifts lists
Including the Fund Category field would be helpful in the gift list to better communicate with accounting teams.
Created 29 Nov 22:19 by Guest
Lists
0
5
Vote
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.
Created 30 Dec 22:02 by Meghan Miller
Lists
1
Already exists
3
Vote
Add age to columns in constituent lists
It would be helpful to add age as a column in constituent lists.
Created 30 Nov 16:23 by Guest
Lists
0
3
Vote
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.
Created 29 Nov 17:30 by Aidan
Lists
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4
Vote
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.
Created 30 Nov 16:12 by Carolyn Copp
Lists
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5
Vote
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 ...
Created 03 Dec 18:41 by Victoria Schonfeld
Lists
0
7
Vote
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.
Created 14 Nov 11:36 by Guest
Lists
2
1
Vote
Remove Deleted Ratings Categories as Options in NXT Lists
We cleaned up our old ratings and deleted several categories. However, some of them are still available as filter and columns options in Lists. We'd like staff to be able to create their own lists without getting confused by options that no longer...
Created 02 Nov 22:00 by Russell Presgraves
Lists
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4
Vote
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...
Created 05 Nov 13:22 by Kathy Bartel
Lists
0
3
Vote
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.
Created 03 Nov 23:58 by Guest
Lists
0
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