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Show the appeal, not the fund, in the latest gift tile on a constituent list
Appeals are more useful to view here, as they describe how a gift was received.2
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Add preferred name to constituent summary in Lists
We have quite a few constituents with nicknames/preferred names and it would be really helpful to be able to see this in the constituent summary when you create a list.1
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Filter action lists by constituent type
You can filter Action Lists by Fundraiser, but if you could filter by Constituent type it would improve ability to find the actions you are looking for faster.0
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Expand the columns you can have in an NXT list export.
Like an RE query, you should be able to add almost any data set as a column for an NXT list export. Lists often export cleaner that RE queries so being able to add more columns means we can customize our lists more to suit our data needs.0
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Add "state" as an option in list filters.
I was hoping the newly shipped ability to sort by city/state would address our need to filter lists by state, but that doesn't seem to be the case. Our field staff are assigned by state, and we need the ability to filter lists by state in NXT. Tha...0 Already exists
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Edit Prospect Status from List
The ability to change prospect status from within a constituent list vs having to go to each record, would be very helpful. Similar to the ability to do other actions from the list.0
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Opportunity List Permissions
Currently, unless a user is an admin on RE NXT, they cannot access the Opportunities list functionality. When trying to assign the permission, we only have the option to assign the actions, constituents and gifts list functionality to our staff; y...0
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Some Upgrades to Move Me from Queries to Lists
Constituent code as a filter in gift lists Preferred addresses as a column in gift lists Addressee and Salutations as a column in all lists0
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Sorting Lists in NXT
We just moved to NXT and just learned that I am not able to sort different constituent lists (not sort the coumns within a list) - these seems easy and not sure why this is not avaiable.1
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Allow the Location Map Filter to be editable in RE NXT constituent lists
Although it's a very useful tool, the map filter in NXT does not allow itself to be edited after submitting the territory drawn. The user is then only able to delete the map filter and select a different location option. I'd like to have the optio...1