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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
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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
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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
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Add age to columns in constituent lists
It would be helpful to add age as a column in constituent lists.0
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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
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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
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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
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Excluding Tribute Donors from Lists
Our organization receives many tribute gifts. I would like a way to exclude those donors from solicitation email pieces sent from NXT webview.0
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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
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NXT gift list that also shows the donor's constiuency code
Because I am often asked to report on donations by fund and constituency and need to be able to get all info at once.0