-
enable map view of lists to be exported as a pdf
this allows major gift officers and others to share geographically where donors are concentrated for national organizations to help plan visits and events0
-
Ability to filter Wedding Date by MONTH ONLY so multiple years of that month show up
Right now "next month" on the Wedding Date feature only literally does the next month of the year we live in, but I need to pull multiple years of one month. Example, all anniversaries/wedding dates that happened in March, any year.0
-
In Lists, add an optional column that is just "Name", when you don't need full contact info as in "Constituent Summary"
We would like to be able to display just a constituent's name as a column in Lists, instead of having to use the Constituent Summary column which includes full contact info. We don't always need to see that much information and it takes up quite a...1
-
Add option to schedule and send Lists
This would be useful for emailing out a list of gifts, actions, opportunities, or constituents to a set group of people at a set time every week, month, or other timeframe. Then they could have a static data set they could view and click on a link...0
-
Filtering / editings Saved lists
I am building and saving a lot of lists. But i want to re-arrange and rename some of them. I hate the "big" button look to it, can we make it a little tighter or create the option to move and put specific lists in different order? For example, i h...1
-
Be able to build a list with a specific list of class years
I wanted to build a list for our reunions. I need to be able to put in specific class years like 1948, 1953, 1958 etc. and you can't do it.0
-
Add Dashboard Page Element that accepts hyperlinks to Lists
In addition to reporting on data, a dashboard is a handy place to provide access to frequently used lists. Having a page element that allows hyperlinks would facilitate linking to lists (constituent, action, gift) that cannot be duplicated using I...0
-
In the Mail-Reporting using a query, pull the correct installment date range in the export
I'm trying to pull pledge payments information. The query includes an installment date range. When I export the installment date, it's not pulling the installment date in the date range I've requested0
-
Change primary Email as separate column in Lists, to allow sorting or excluding by 'blank'
As primary emails become increasingly important, we find we spend much time reviewing who has one, or creating lists of those who need alternative forms of communication (mail). We really prefer not to flip over to dataview to achieve this (assumi...1
-
Include specific notepads on lists
Our fundraisers use a notepad to summarise their current planning with a prospect. It would be useful to include this on NXT lists.0