NXT: Include a user option to filter gift types that appear in the transactions received portion of the giving section- across all constituent records.

When our managers and Director's are using RE NXT, they want a quick view of gifts received. We find that pledges are often used as a placeholder in a record for the Development staff, and that other staff don't need to see them. Having the option to filter based on gift type would be a benefit for any organization that wants extra flexibility. As many of us have overlapping processes and histories, this would be sure to benefit more than just our organization.

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  • Jul 27 2017
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