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11
Vote
Make all custom fields (attributes) available
I am not sure if this is a problem or something else, but when I try to filter a lost or choose columns, it would be nice to have all the constituent attributes displayed. Yesterday, I could only see a few of ours and today I can't see any of them...
Created 28 Sep 17:42 by Cammi Derr
Lists
0
Reviewed: Voting Open
11
Vote
Saving Lists from NXT to RE to different folders
Is it possible to get the category option in the dropdown when saving lists from NXT to RE so that we can save lists directly to our own folders instead of just the one folder?
Created 20 Sep 23:19 by Mona Saade
Lists
1
Reviewed: Voting Open
7
Vote
Filter Action List by Location
Please allow the use of the Location field when filtering a list of Actions. Users can select a Location when entering Actions in NXT. However, the Location field is not available as a filter when creating Action Lists. Additionally, the Location ...
Created 27 Feb 18:06 by Drew Matthews
Lists
1
Reviewed: Voting Open
7
Vote
DON'T show inactive fields in RE NXT reporting.
When using the reporting features in RE NXT, is overwhelming and completely unnecessary for every single campaign, or appeal, or fund, etc. to show up as a choice in the drop down menus.
Created 25 Feb 22:25 by Guest
Reporting and Analysis
0
Reviewed: Voting Open
8
Vote
Creation of automated reports with email capability like Queue allows
I am tasked with sending a daily gift report to the fundraisers in my office and would like to have the ability to set it and forget it. With queue I had previously been able to automate this process and since we are now in NXT I would like the sa...
Created 12 Apr 13:01 by Guest
Reporting and Analysis
1
Reviewed: Voting Open
4
Vote
Allow administrators to delete NXT Lists created by others
Administrators are unable to delete lists created by others if the "others may view" option was selected. It would be helpful to be able to delete lists created by former employees that are no longer useful.
Created 21 Sep 18:00 by Laura Booze
Lists
0
Reviewed: Voting Open
10
Vote
Ability to flag records in lists
We use lists for prospecting before moving constituents into portfolios. There is, however, no way to track which records have been reviewed or any intermediate status before assigning to a fundraiser's portfolio. The ability to add flags to recor...
Created 06 Jul 19:23 by Gary Cook
Lists
2
Already exists
5
Vote
Constituent Codes - END DATE in NXT
I want to build a list of current constituents that do not have a TO DATE present, there is no option in NXT as I want a current list of constituents such as Board Members, that do not have an end date. I can build this in dataview then open in NX...
Created 03 Nov 00:29 by Karyn Pierce
Lists
0
Reviewed: Voting Open
5
Vote
Notes and Reference fields added as choice in Insight Designer
When sharing info about a gift and/or constituent when creating a report, it would be helpful to be able to pull these fields , though I do not know if this is possible for dashboards and Insights . Can they pull text fields? But it would be helpf...
Created 27 Oct 19:47 by A Dewalt
Reporting and Analysis
0
Reviewed: Voting Open
8
Vote
Sort Lists by Prospect Status change date
It is very helpful that we can monitor the changes in Prospect Status, but we cannot use them to view or sort a List. I am frequently flagging records using this status, but am unable to do more than group them in a List. It would be helpful to so...
Created 11 Mar 17:28 by Ryan Car
Lists
0
Reviewed: Voting Open
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