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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
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Allow option to apply list filter to manually added records
I was really excited to see that it is now possible to filter lists by individual/organization. Unfortunately, it doesn't work when records are added to the list manually. This is a huge glitch that really limits the utility of this new feature. P...1
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Filter on a country when using location filters in lists without specifying a specific town etc.
At the moment you cannot create a list that groups all constituents in a certain country. You must select city/town or further address fields too. This seems like an unnecessary step.0
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Correct picture of constituent reflected when you click map from List
I have a list I created for the Board when you click the location/map option the pictures that go with the constituent are not accurate. This would have been helpful for the on-boarding of a new employee who is trying to associate names with faces...0
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Being able to adjust map filter once set
It would be nice to adjust the filter box once the map filter is set. Also, it would be good to have a circle radius, or create your own map filter function.0