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Add dots to map for records outside radius
When viewing a radius on a list, show any records that exist just outside the inputted radius. This will lead to manual adjustments for those particular list builds, and prevent records a few miles from the criteria from being omitted.1
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Filter constituents using "Do not have any Prospect Classification" or "Do not have certain attribute (custom field)"
We often need to get a list of constituents who do not have a certain attribute (custom field) or do not have any Prospect Classification (like "is blank" in RE7 queries). It will be really useful to have this feature!0
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Build List from Assigned Appeal for Use In Adding Participants to Event
I was trying to figure out how to add a list of participants to NXT events, the only common factor is that they all have the same assigned appeal. I would like to build a list by choosing the assigned appeal and response so that I can globally add...0
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add action summary and attribute on first and last action column in constituent lists
we love being able to pull a list of prospects in nxt that shows the last and next action; however, having to click into each action to see the details is time consuming. It would be great if the summary field and action attribute were included in...0
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Add Preferred Regions to the Location filter in Constituent Lists
We use the Preferred Regions of the preferred addresses in our queries frequently in the RE database view. I am learning the NXT version, and we would benefit greatly if this was included as an option.0
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Filter by record type
We haven't been using our constituent codes to identify if a record is an individual or a corporation, so having this as a drill down item would help us tremendously.0
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In List and Work Center Gifts, allow a search on Last Gift Date
Our MGOs would benefit from seeing who in their portfolio has NOT given a gift yet this Fiscal year. It would be excellent if filter criteria across the platform would allow to filter/search on Last Gift Date.0
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Make Lists searchable by Name - Web view
On web view, there is no way to find a list except by manually looking through the list that pops up when you click the caret on the tab (that shows the name of the current list being viewed). As we create many lists, it's a challenge to find spec...1
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RE NXT Gift List - total giving
I'm running a gift list for a fiscal year, to be used for a donor honor roll in the annual report. The gift list doesn't allow me to include total giving, just individual gifts which then need to be manually added to give me a total giving for a f...0
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All Lists should offer the same options (filters, columns, output)
I've been reviewing ideas to provide my votes and it seems there are several ideas that seem to be pointing to the same theme... Why can't we use the same criteria/search/output options on every type of List? And then the output should reflect the...0