Add Gift Status as a Filter field in NXT Lists
The ability to sort and filter based on gift status (Active, Completed, etc) would allow for better list pulling to see who current recurring donors are.
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Ellie Stair
- Jan 13 2022
- Reviewed: Voting Open
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Show us the gifts status of Recurring Gifts and allow to use as filtering criteria
Merged Hi, It drives me crazy that I cannot tell whether a Recurring Gift is Active, Held, Terminate or Completed unless I click on the gift. Please add this as information under columns and give us the capability to filter on gift status!!!!!Reviewed: Voting Open
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Ability to filter lists based on when a gift was entered
Merged It is helpful and a quick way for fundraisers to see gifts that have been entered into the database recently. I see that "Gift Added Date" is available in "Columns", but it would be even more helpful to be able to filter this information so you ca...Reviewed: Voting Open
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Add an "active recurring gift types" as a filter on the web view.
Merged It would be really helpful to not have to use a date range or use a query in the database. I want to be able to pull a list or build a report of all active people who give recurring gifts.Reviewed: Voting Open
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Add Recurring Gift Status and Gift Status Date as column and filter for gift lists
Merged When a Gift list is filtered to Gift Type = Recurring Gift then you want to know which ones are still active and / or when they were cancelled.Reviewed: Voting Open
Related ideas
This would be very helpful! With recurring gift supporters for a given fund going back in time for many, many years, it would be very helpful to be able to filter for only the current recurring gifts and not have to click through all the old inactive entries to determine if they are active or not.
Yes, being able to filter a gift list by gift status would be quite helpful. There are many cases in which we only want to see the active recurring gifts for a fund so it's extra work to have to look at each recurring gift individually to see if it's active or not.
This becomes so important as I start managing manual recurring gifts in webview. I need to be able to see at a glance which of their recurring gifts have a status of active vs terminated. I do not want to have to load the list and have to open every single gift to see which one is active or terminated. This is something I can do easily from the gifts tab in database view by just adding that as a column for myself. I really need this ability in webview to work efficiently.
Having Gift Status as a drop down choice in NXT under 'Work with Gifts' would be helpful. When making updates for donors who have multiple recurring gifts, I have to open each gift to determine which are active.
need!!!
Absolutely as unable to pull list for Recurring gifts with an Active status
Yes we need this please. X x x