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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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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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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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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
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Global Date in Ask Operator
When using multiple ask operators in one query, it would be helpful to be able to use one date for everything instead of having to click next and input the exact same information multiple times. -
Allow use of Fraternity/Sorority in RE NXT list selection criteria and display columns
We want to select constituents based on the House they are in (or were in, for former pupils), and display the House in the list output. We store this info in the Fraternity/Sorority field; any institution that uses this field will benefit from th...0
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Add the ability to pull ANY field in the datasheet view to Lists
I'm creating a report for my client and rather than having me run the export every time he needs it in datasheet view, if all the fields were an option to add to a list, he could run the report any time through the web view. Example: The education...0