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Remove donors from a workflow
As well as an inclusion list it would be great to be able to add an exclusions list to a workflow or drop donors from a workflow. We want to send a welcome series to regular givers but if they cancel after the first gift we do not want to send the...13 Reviewed: Need Further Info
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Dynamic Lists in RE NXT
Make all lists in RE NXT dynamic - constituent and gift information would change on response to changes in data on RE or RE NXT. This would make sending out emails through RE NXT easier and more accurate.4 Reviewed: Need Further Info
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Lists need more options
Lists need to have more options for reporting purposes - it is SOOOOOO limited. We basically have to still use the database view for everything because this information is so basic. What is the point if it isn't useful???1 Reviewed: Need Further Info
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Create a way to group all Workflow Constituents added manually to a specific workflow in List
If you build a Workflow without a list and add the workflow manually to constituent records, there is no way in NXT to find all the people you have added to that Workflow. Currently in order to find all the people in one of our Workflows we have t...2 Reviewed: Need Further Info
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Ability to de-dupe constituents in NXT Gift Lists, like you can do in Database View under query options.
No description provided2 Reviewed: Need Further Info
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Being able to take out soft credit names when creating list in webview
more personalized, accurate lists2 Reviewed: Need Further Info
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Viewing of solicit codes
It would be helpful to be able to view the solicit code in a static query list when adding/excluding records.1 Reviewed: Need Further Info