-
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
-
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
-
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
-
Exclude soft credits for 1st time donors
List should have the option to filter out soft credits on the first gifts tab.0
-
Change the address type shown in the Constitutent Summary of a List
Many individuals have both personal and business contact with my organization. When pulling a list for business we would need the business address to appear in the constituent summary. While a Personal list would need the home address to appear in...1
-
Add free-form text or note field to Lists.
We mainly export prospect lists from NXT to spreadsheets because it's tedious to add temporary and/or sortable notes to records. Maybe there can be a note field that lives only in lists (or that we can easily move over to record). So for example, ...1
-
Add the ability to filter NXT list based on Lifetime Giving, not just Total Giving
In Constituent Lists, we just learned that the Lifetime Giving column and the Total Giving filter refer to two different things. I would like to be able to sort the Lifetime Giving column, and then filter out top or bottom donors based on these va...0
-
Integrated value fields from ResearchPoint have text operators, but we need numerical operators
I'm a researcher working with ResearchPoint, RE, and NXT. Many of our records are linked between RE and RP, and I use wealth and analytics data to rank and prioritize prospects. Our gift officers working in NXT use these fields from RP: > Annu...0
-
Allow lists to be created in web view by searching for constituents and adding them, rather than starting with a query
This would be really helpful for bespoke lists. Currently the process is very time-consuming: you have to look up the constituents, record their IDs, enter a query for the specified IDs, then convert the query to a list. A simple 'add to list' but...0
-
Allow users to do a secondary sort based on a second column in Lists
Users find themselves wanting to sort based on a "Next ask amount" column and then doing a secondary sort based on "Name" or "Lifetime giving".1