see case #019938762

We would like to enter a church number instead of a church name when searching for a particular church. This is due to several churches having the same name. We were able to do this in RE 7.96.

Would love to be able to run a list in webview that includes custom fields for the opportunities section.  Not sure why we can add custom fields to something that we can't report on.

We need to be able to filter by gift attributes for the financial reporting. Not able to reconcile campaign numbers from reports in RE vs NXT due to the lack of flexibility selecting gift types and filtering on gift attributes. If all the reports in RE offer this filter why didn't it translate to NXT, similar to soft credit options.  

Need Education Attributes in List

We would also like to be able to filter by education attribute and school type in the education section of the constituent lists.  

Thanks, I already used it this morning to create a new Constituent list!

You can now filter constituent lists with custom fields!  We'll continue building out list capabilities with new columns/filters and other features...if you have specific ideas/requests, feel free to create a new idea or vote one up if it already exists.

I would put geographic filtering at the top of the list. Thus, an agent is going to San Francisco and they create a list of everyone in SF (probably with additional criteria too!).

A filter to include "Key Indicator" would be helpful.  This would allow for differentiating between an Individual Constituent and an Organizational Constituent.

I'm not even sure what specifically to request, because there are so MANY different criteria that we would like to filter by. So, please just start adding options and do not stop!

And to be able to filter by Constituent Code Dates (e.g. to select current vs. former).

Yes to what many others said. Geography is essential. Also Prospect Classification is a critical budgeting tool for us. Please please allow for filters on Prospect Classification!!!!

I second Class Year, Attribute and Geographic filters. Or simply add filter with RE Query.

This is huge for us!

• We find great value in being able to filter off of an attribute on our Fund called "Center" which is our branches.
• We group appeals into categories, so having the appeal category is huge.
• We also would love to filter by the proposal ("opportunity") fund or campaign.

Attributes yes! It is such an important way of customizing RE.

I didn't see this one and posted one similar. Yes, we are really fleshing our custom fields to capture what proposals can't and it would be very helpful to filter on those fields to build highly customizable lists.

Fundraiser's are not able to explore prospects or donors from a particular city or country without some geographical filters. Not sure why this isn't included! 

Any update on if and when we'll be able to filter by attributes? We're so limited in NXT without this option as we use attributes to specify territories for solicitors, among other things.

It would really be great to be able to filter by constituent attributes! They are also very important to us and it is almost always the first criteria in constituent (and other) queries. We're based in 10 cities and use the attributes to assign constituents to our chapters so they don't receive duplicate mailings and solicitations. 

Allow filtering by solicit codes so that I could exclude the do not solicit or do not call etc..  I know that the phone and address are flagged but sometimes I wouldn't even want them to show up on the list.