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View custom fields for actions
Now that we can view "custom fields" as columns for constituent lists, I'm hoping we'll have the ability to do the same for actions?14 Reviewed: Voting Open
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Allow filter for recurring gift processing type
It would be very helpful to see what gifts are not able to be automatically processed without clicking through every gift. This is especially useful when gift entry / DBM personnel changes.0
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Ability to Create and Export a List of Unsubscribes
We need the ability to create a list of constituents who have unsubscribed from our emails.0
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Allow filtering in lists by memberships
Quickly filter gifts, constituents, and actions by membership coding. This would be the only concise utilization of the membership feature in NXT so far.3
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Ability to create categories/organize lists
I was surprised to discover that you can’t organize/create categories for lists in NXT, like you can in the database view. Over time, one would likely have dozens if not hundreds of lists they need to create, so it would be handy to have the abili...1
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Attachment as a filter in all List builds
It would be great to query on which records have attachments in each area; constituent attachments, or action attachments, or opportunity attachments.0
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Profile report with photo capability in NXT web view
We would like a profile report with the profile picture on it for our fundraisers to use when meeting. Currently there is no way to export a photo from NXT. The profile report in database view looks antiquated and there are no photos in database v...1
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Make Lists update live
Having the ability to use lists in web view to manage actions such as calling donors to thank them. Then once the call is completed and the gift is marked acknowledged the list refreshes instantly and that donor is removed. Currently it's 30 mins ...3
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The Constituent Lists need contact fields like phone and email
You're expected to use constituent lists for emailing, but you can't even filter for those without a valid, mailable email to estimate how many will receive the solicitation0
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Option to display “Gives Anonymous” field in NXT Lists column.
When updating our website we need to easily identify donors that give anonymously. The only way to find this information in NXT Lists is to click on the Constituent Summary which then displays a view of their record and then you can identify if th...0