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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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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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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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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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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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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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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
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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
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Manually create lists that can be shared
Currently lists can only be created by filter. I would like to be able to select specific records to put in a list that can be shared with other colleagues. This would enable us to undertake cross-departmental planning and record management within...3
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Importing Lists
Some of us have Excel lists we have been working off of for years. Lists of groups of people who have nothing in common other than they are on the same list. A way to import this list so we can add some kind of attribute to those Constituent Recor...0