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Add Cons Note Type to Constituent List Filter
No description providedReviewed: 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.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...Reviewed: Voting Open
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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.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".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.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!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.Reviewed: Voting Open
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Ability to chose more columns in a constituent or gift list in RENXT
When trying to run a list to provide our CEO of current gifts, need to run constituent list in order to get constituent contact info but also need more detail of the gift (ie. gift comments) that can be provided in gift list but not constituent li...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.Reviewed: Voting Open