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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 ...
Created 06 Jan 17:47 by Matt Price
Lists
1
Reviewed: Voting Open
6
Vote
Add Cons Note Type to Constituent List Filter
No description provided
Created 20 Apr 16:49 by Guest
Lists
0
Reviewed: Voting Open
3
Vote
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.
Created 29 Mar 15:27 by Jena Thibodaux
Lists
0
Reviewed: Voting Open
4
Vote
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.
Created 30 Nov 16:12 by Carolyn Copp
Lists
0
Reviewed: Voting Open
6
Vote
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...
Created 23 Mar 18:37 by Derek Smith
Lists
1
Reviewed: Voting Open
7
Vote
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".
Created 26 Oct 22:16 by Guest
Lists
1
Reviewed: Voting Open
6
Vote
Option to display specific note types in lists
The effort to migrate staff from dependence on spreadsheets to using NXT Lists is hampered by the inability to include notes columns in Lists. The 50 character limit on on Custom Field comments exacerbates the problem. A specific note type(s) that...
Created 26 Feb 15:45 by Gary Cook
Lists
1
Reviewed: Voting Open
4
Vote
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.
Created 29 Oct 15:35 by Guest
Lists
0
Reviewed: Voting Open
3
Vote
Automically Email Link for Lists on Schedule
I would like to automatically email fundraisers a link for a list on a regular schedule. Pls!
Created 02 Mar 21:27 by Emmet O'Conlon
Lists
0
Reviewed: Voting Open
5
Vote
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.
Created 24 Jun 13:34 by Guest
Lists
0
Reviewed: Voting Open
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