Filter lists using Campaign, Fund or Appeal Categories

Campaign, Fund and Appeal Category options would be very helpful as when filtering a Gifts lists or Constituent lists using giving criteria.  Currently, a user may select multiples for the criteria but the Category option would make things faster.

  • Guest
  • Oct 25 2017
  • Reviewed: Voting Open
Lists
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  • Melissa Fry commented
    25 Jul 17:53

    Fund Category and Fund Type as options in the gift filter would save so much time. And lists in general (constituent and gift lists) are really user friendly, it would be amazing if we had this additional option so that we can use lists (instead of query/export) for more of our tasks.

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  • Rachel Bailey commented
    October 22, 2024 16:28

    YES! Please make this happen!!! CFA Categories and Types are essential for empowering our gift officers to pull their own reports out of NXT.

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  • Noor Azrie Petra bin Noor Azman commented
    August 09, 2022 04:09

    Please add this feature. It is really hard to filter funds in list without ability to select specific category or type. Same goes for campaigns and appeals.

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  • Nathan Munn commented
    August 05, 2020 14:36

    Also Fund Type!

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