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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
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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
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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
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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
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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
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Ability to export distance in kilometers or miles between donor's address and a specified location in map
We would like to be able to see in export/output the distance (in kilometers or miles) from where the donor lives to the location specified in filter or appx travel time if possible. This can be a really good tool when deciding whether to invite d...0
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Exclude soft credits for 1st time donors
List should have the option to filter out soft credits on the first gifts tab.0
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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
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Add links to frequently used lists to Work Center
Work Center is useful for Portfolio management, but our folks work with lists of constituents beyond their portfolios. It would make Work Center much more useful to be able to add links for saved Constituent and Action lists.1
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Add Events to the Lists function in webview please
We are a UK charity that uses the events function to log all our delivery (face to face or online delivery). We have regional branches across the UK and would therefore like to be able to search for Events in webview by our 'branch owner' fundrais...1