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Appeals within constituent lists
I want to see the appeal associated with someone's latest gift within a constituent list as its own column. I also would like to see the last appeal someone received as a column within a constituent list.0
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Fiscal Year
I would love the ability to add an ouput column of "Fiscal Year" when using a gift query/export0
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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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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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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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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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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
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Filter Campaigns, Funds, and Appeals on a Constituent List in the gift summary fields.
Apply filters to the Lifetime Giving, First Gift, Latest gift, and Greatest Gifts fields in the constituent list.2
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Create a gift list by donation form
It would be helpful to steward donors who have given through certain donation forms. Is it possible to generate a list of donors by which donation form they gave? Or another way to think about it would be, there is a summary of each donation form ...1
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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