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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...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... -
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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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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We should be able to filter out anonymous donors in constituent lists
Constituent profiles can be marked as "gives anonymously" so there is no reason we should have to use a gift list type to identify anonymous donors. It limits the versatility of the list system and prevents me from creating very common/much needed...0
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Only show active and only specific fundraisers when creating lists
I find that it is difficult to only create a list that shows only the active and only specific fundraisers. The list just seems cluttered with unnecessary information of past fundraisers that that were not selected in the filter.0
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Add Post Date as a column option
We use gift date as the date the donor made the gift (signed the pledge form, wrote a check, filled out a credit card form, initiated a stock transfer, etc.). The post date is the date in which we receive the gift. In Lists, post date is not a col...0
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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
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Add the ability to see mass excluded lists
In lists you can add/exclude records. It would be advantageous to be able to see what lists, by list name, that you have excluded. I don't want to see the excluded records but the excluded list name. Currently, I was told by support that I had to ...0