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Ability to sort by Fund, Campaign, or Appeal in a gift list in web view.
I frequently run lists of multiple funds but want to group them by fund. You should be able to sort by fund in the list view.0
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Ability to filter in NXT by constituents who attended an event.
After an event, it would be very helpful to view the wealth rating and giving history of everyone who attends the event. We would like to view the higher rated attendees so we know who would be a strong prospect for us to invite for a follow up in...1
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Why can't NXT lists provide CUME annual giving totals?
We can see "last gift", "first gift" and "lifetime giving" but not annual cumes. It would be handy when planning annual strategy for caseloads and donors give several times a year.1
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Add constituent IDs to Action and Opportunity lists
Currently there is no way to include a constituent RE ID in a constituent or gift list in NXT. I believe this is short sighted. Our business relies heavily on using the unique IDs.1 Reviewed: Voting Open
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Load blank Lists menu rather than last list run
Lists should always show the new list options page, not keep trying to load lists you've closed. When navigating to Lists in web view it pre-loads the last used list, presumably from cache, even though you've closed it. This ALWAYS causes a delay ...1
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Show attachment filename as a column in action lists
I'd love to see the Filename of any Attachments in a column of a List. Otherwise, when trying to be sure that everything gets scanned & filed, I have to open each record and look. At the very least, the paperclip icon to indicate that there is...1 Reviewed: Voting Open
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Ability to export the Notes when pulling an Action list
It's not currently possible to export the Action Notes themselves directly from NXT, but it can be viewed in the NXT report. It would be helpful to be able to export this information.2
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NXT List Start with a static set - Add filter option of "date"
Add date as a filter option so that if you create a static query in database view, the option to search for the static query could be filtered by date.0
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Add Anonymous as option to display as column in lists
Please add the option for the Donor is Anonymous and Gift is Anonymous fields to be displayed in ReNXT lists.2
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We need to be able to exclude constituents by custom field, not just include
When you create a list in NXT you can only INCLUDE those constituents with specific custom fields. However, we also need the ability to EXCLUDE constituents within the same list which have other specific custom fields (without having to create a s...3