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Columns for contact preferences in constituent list view
It would be really helpful to see contact preferences about do not call, do not email, or no valid address on the constituent list view. I know we can click on a record and see it in the side bar, but it would be extraordinarily useful to be able ...0
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Create list based off solicit code dates
Would like to review solicit codes based on date ranges so we don't get records in the system with old codes that should be removed. We plan on reviewing codes every 3-5 years based on the code and a list would allow us to do this.1
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Add "No Valid Address" as a filter for Constituent Lists.
Constituent lists can include/exclude "deceased" and "inactive," but to filter out "no valid address," a static query must first be saved in the database view and then used to create the list in NXT. It would be great to have the "no valid address...1
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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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Add Appeal ID and Fund ID Columns in List Display View
The Appeal ID and Fund ID contain information that the long descriptions does not have. We use the Fund ID to reconcile with Finance. It would be great to be able to export Fund ID and Appeal ID into excel sheet instead of the Long Descriptions fo...0
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Add organization contacts to lists with addressee and salutation options
When pulling a list for organizations, we do not have any visibility into contact information in the current set up. We need to be able to see the contact (filter by type) and include their contact information including addressee and salutation in...0
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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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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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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