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Should be able to add/exclude opportunities in opportunity lists
I'm working with my gift officers to get all of their opportunities into NXT, but it would be great if I could make a list of priority opportunities for them to review on a regular basis. It's a great feature in building out a nuanced constituent ...Reviewed: Voting Open
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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.Reviewed: Voting Open
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Include "likelihood" as column option for Opportunity lists
It would be helpful to have all fields from the opportunity record as column options so that when you're making a list you can see the information most important for the particular list you're creating.Reviewed: Voting Open
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Add column for giving total in a specified time period
I need to be able to show how much a person gave this fiscal year and show how much they gave last fiscal year.Reviewed: Voting Open
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Constituent List Filter: Date Last Modified
In RE-NXT, it would be helpful to be able to only look at records recently created or changed. Currently, it only allows filtering by date added.Reviewed: Voting Open
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NXT Adding/Excluding records in static query lists
It would be helpful when adding a record to a static query list the search could be expanded in order to find all records instead of just the top 8 or so. I recently had a common name and could only find the record to add to my list by using the c...Reviewed: Voting Open
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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.Reviewed: Voting Open
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Input multiple constituent IDs at one time for (search) list
I'd love a way to input a whole bunch of constituent IDs at one time and have RE NXT generate a list for me. A bit like the copy-paste for "constituent id is One Of" in the database queries. The current method of adding each constituent ID to a bl...Reviewed: Voting Open
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Add Recurring Gift Frequency as a column option in Gift List
I would like to see a column (or filter) option to include the recurring gift frequencyReviewed: Voting Open
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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 ...Reviewed: Voting Open