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NXT list export filters
It would be really nice to have the option to filter what information is being exported onto the excel spreadsheet when exporting a gift, constituent, or action list.0 Reviewed: Voting Open
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Workflow--combine criteria
Allow the combination of criteria in a workflow. For example, start with a specific Constituent List, then add the criteria that when someone on that constituent list makes a gift that the solicitor should be notified.0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Add Contact related datafields for Organization records to Columns for Constituents List view and export
Useful for list reviews to prepare invitation/engagement lists since an organization can have multiple contacts or relationships0 Reviewed: Voting Open
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Automically Email Link for Lists on Schedule
I would like to automatically email fundraisers a link for a list on a regular schedule. Pls!0 Reviewed: Voting Open
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NXT gift list that also shows the donor's constiuency code
Because I am often asked to report on donations by fund and constituency and need to be able to get all info at once.0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Filter by Subcategory
In NXT I would like a filter for Subcategory as it would help with our hierarchy to filter out the specific subcategory we are looking for.0 Reviewed: Voting Open
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Add "Tomorrow" to NXT List Date Range Options
Having a "Tomorrow" option available in the date/date range options would be great for pulling lists and setting up workflows around specifically dated occurrences that need quick attention, such as constituent birthdays.0 Reviewed: Voting Open