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Exporting Gifts by Specific Date Range in RE NXT
When filtering a constituent list in RE NXT by gifts within a specific date range, you cannot export the details showing those gifts in that date range - it still will only show First Gift, Latest Gift and Greatest Gift. Using the following filter...0
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Contact type as a filter in Constituent List creation
At our organization, we often need lists of constituents based on a type of contact method. Just today, I needed to make an updated email list with all constituents who have emails in their profiles but couldn't find a simple way to do that. Pleas...0
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Need to generate a list of NEXT YEAR'S students based on re-enrollment and new students
There are many times during the end of a school year that we need to send communications to the NEXT YEAR'S class of students and parents. Currently it is very difficult to generate a list of students that have already re-enrolled for next year al...0
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Show Excluded Lists within a List
It would be helpful to see what Lists I excluded from List, especially since the field choices in creating the list are not as robust as Queries in Database View. For example, I want a list of all my Club members, but I do not want Board Members o...0
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Add donor life cycle categories as filters for NXT lists
Adding the donor life cycle categories (at risk, lapsing, etc.) to the filters for lists in NXT would help us to build dynamic lists that we can view and use for specific outreach.1 Already exists
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In lists, under filter, allow more than one gift date range - for example: This week AND (or) Last Week
It would be nice to be able have multiple date criteria when pulling gifts.0
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View Inactive Fundraiser Assignments in Lists (checkbox option)
We can't verify whether someone was ever assigned to anyone, or when a fundraiser may have been assigned. We use both "former" to flag inactive assignments in the type and a Date To to indicate when the assignment stopped being valid. With the new...0
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Fundraising Reporting Overview - "Total Past Due" creates list that is missing the installment amount
When clicking from Fundraising Reporting - Giving Overview into the Total Past Due amount it creates a list that has no way to view the installment amount that is overdue. It shows the full pledge amount and the remaining balance due but you have ...0
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Add action start time to action list export
When scheduling meetings for a group, it is helpful to be able to list the meetings in time order. Unfortunately Action Lists cannot display or be sorted by the Begin time. Adding Begin Time to the export would at least allow the spreadsheet to be...0
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Add filter on action notes in actions list
It is sometimes necessary to filter on the type or contents of an action note. This functionality should be available in web view.0