When going through a list of constituents, for example, our fundraisers want to be able to click directly on the constituent (this is the same for gifts in a gift list) and exclude it from the list. This could easily be done if there were an option "exclude from list" when you click the menu/three dots next to the name on the list itself. This could also include an option to "add to list" or "move to another list" for manual additions and exclusions from lists. Basically, our fundraisers want to easily and quickly move constituents and/or gifts from one list to another and the current "Add/Exclude" option for the list itself is not enough. Especially when it is possible to "Exclude" a constituent who is not even on the list to begin with. They have mistakenly excluded people who have the same name but are different constituents and it would be nice to be able to only pull the names that are actually currently on the list when searching for constituents to exclude.
Mary Beauclair
When going through a list of constituents, for example, our fundraisers want to be able to click directly on the constituent (this is the same for gifts in a gift list) and exclude it from the list. This could easily be done if there were an option "exclude from list" when you click the menu/three dots next to the name on the list itself. This could also include an option to "add to list" or "move to another list" for manual additions and exclusions from lists. Basically, our fundraisers want to easily and quickly move constituents and/or gifts from one list to another and the current "Add/Exclude" option for the list itself is not enough. Especially when it is possible to "Exclude" a constituent who is not even on the list to begin with. They have mistakenly excluded people who have the same name but are different constituents and it would be nice to be able to only pull the names that are actually currently on the list when searching for constituents to exclude.