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Add ability to filter column output for giving
When looking through lists of gifts or constituents, many times my fundraisers and supervisor want to see the total, greatest or most recent gift to a particular fund, campaign or appeal. If we could filter/define the output like in a database vie...0
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Add facility in Columns to add job position and company to a List of Constituents
To help canvassers quickly see where their prospects work on the front page of a list1
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Gift Lists should have a filter for Constituent Class Of
If I work in a school, I want to be able to see all the gifts that come in from certain classes, especially reunion classes. For example, I want to see all the gifts made by the class of 1993 because this year (2018) is their 25th reunion year.0
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Exporting results from a Constituent List should save the results legiblly
Creating constituent lists are great, but when you save them the results become pretty worthless as it results in a nonsensical mess. Why does this happen? I was on Chat Support and they were not able to help as they said it is just the way the sy...0
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Need the ability to query on past fundraiser assignments in Lists
I'm not sure if this would mean adding the ability to select based on date. I'm assuming previous assignments don't show up due to stop dates. We need the ability to be able to pull old assignments.0
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Default in Lists for constituents without primary phone/email.
I recently learned that when you run a list and a constituent does not have a primary phone/email marked the constituent summary and resulting export may pull in phone numbers/emails that are linked to different constituent records. Without a prim...1
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Constituent Code filter in NXT does NOT pull the desired date range
Currently, the Constituent Code filter for NXT Lists pulls lapsed members/old records. Even if a date range is selected such as 07/01/2021 - 06/30/2022, or "this fiscal year" -- it still pulls other constituents who have a Member constituent code,...0
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Add Campaign Totals to Columns on Constituent Lists
We use campaigns to track total giving to our annual fund, and it would be much more helpful to be able to pull a total of gifts to those campaigns aligned next to each other, than the last gift, first gift and greatest gift columns.0
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Show pledge due date in lists
We can see overdue pledges in lists, but have no idea how overdue they are. Please add pledge/instalment due date as a column.0
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Last seven days - database view
Instead of having to choose either Last Week or This week, it would be great to have a rolling seven days/one week option in database view like you do in Insight Designer.0