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NXT Lists - Date Committed
I would like to pull a gift List in NXT by date committed, not gift date. In situations where a gift date and date a gift is committed/entered are a few days apart, a list for gifts received "this week" would fail to account for all gifts.0
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Display Vendor Address and Vendor Number on Invoice Requests in Manage Expenses
We have vendors that have multiple addresses. When selecting a vendor for a new invoice the vendor number and address should be displayed on the screen to the right or below the vendor name. That way way the approver can verify the correct vendor ...0
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Make "Date entered" in primary education/alumni relationship a filter option in constituent lists
Any school with multiple entry dates for a graduating class may wish to filter for constituents who joined the school in a given year, rather than by their leaving year. For example, we have just digitised our admissions records for pupils who joi...0
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Make reason for assignment available to display as a column in a list
It would be helpful to be able see the reason for assignment when looking at a portfolio list not only for the fundraiser but also for the prospect manager. An email would not have to be sent explaining why a constituent was added to their portfolio.0
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Add column for relationship emails in Lists
I want to be able to send an email to a specific list but have found that if the list includes an organization, it will only send to them and not any of their contacts that are on file. I believe there should be a way to add this on to a column of...0
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Allow Lists with Wealth Ratings to be saved as queries
You must take wealth ratings out of the NXT list in order to save a dynamic query in the database view. The integer path is false.1 Already exists
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Allow access to all records in Funds, Appeals and similar filter fields in Lists instead of the first 100.
I've only seen this request touched upon. Many organizations have more than 100 active funds and appeals and many also have times where they need to access their inactive instances as well. Even with a One Of, Not One Of, Include, Exclude criteria...0
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Display filters automatically added to action list when starting from a static query
When creating a new action list from a static action query only Open actions are included by default. We have to change or clear the action status filter to display both open and closed actions. There should either not be default filters, or it sh...0
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export relationships that are associated with a constituent in lists
When running lists it is most helpful to know how they are connected to our organization. That data is there is relationships - why can't we selected that when building lists0
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I need all of the output options that are available in DB view.
We use specifically Report Listing and Invitation Salutation, and they are not available. When I use NXT to make a list it leaves out the spouse. At this time we aren't able to use anything that we create in NXT for mailing.0