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Be able to filter by opportunity when creating an Action list
We run an open action report each week to review items that need to be addressed. However, different groups look at different actions and we need to be able to filter by opportunity.1
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Adding, Removing, or Tagging People in NXT Lists
Our fundraisers are enjoying the NXT lists, but they sometimes need a way to add or remove individuals like one would in a RE Querylist, or be able to otherwise "tag" them in some way that only those specific individuals can be found later on. Oth...3
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Use Sort Name for Orgs when sorting by Constituent Summary column
We use the "\" symbol in the Org Name field to set the Sort Name in RE organization records. We use the Sort Name output to sort names in reports and lists, so our fundraisers are accustomed to viewing names in that order. In NXT web view, when so...1
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Include "likelihood" as column option for Opportunity lists
It would be helpful to have all fields from the opportunity record as column options so that when you're making a list you can see the information most important for the particular list you're creating.0
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NXT List Permissions
It would be extremely helpful for NXT lists to be able to grant access to lists in the same way dashboards are granted access. Saved lists should only have lists you created or lists that are shared with you visible and accessible and nothing else...0
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Edit a static query used in a List
It should be possible to change the static query used in a List just by editing the List instead of having to create an entirely new List.0
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Change sort order for date fields in lists
When sorting date fields in lists, we are almost always looking for an newest-to-oldest sort. The first click on the column heading, however, always produces an "oldest-to-newest" sort, requiring a second click. Given that the second click must wa...0
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Viewing of solicit codes
It would be helpful to be able to view the solicit code in a static query list when adding/excluding records.1 Reviewed: Need Further Info
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NXT Adding/Excluding records in static query lists
It would be helpful when adding a record to a static query list the search could be expanded in order to find all records instead of just the top 8 or so. I recently had a common name and could only find the record to add to my list by using the c... -
Allow check no. to be one of the columns of an NXT list so that Director of Finance can reconcile more easily
Allow check no. to be one of the columns of an NXT list so that Director of Finance can reconcile more easily0