Ability to set list column defaults by user and/or specific list

Currently the list columns default to heavily gift focused content.  Not all constituent engagement starts from existing donors and therefore other columns are more relevant.  It is inefficient to have to set the columns for every new list and every new list user.  Having the ability to change the default and set the columns per list would add great efficiency to list generation and sharing.

  • Karen Laing
  • Jan 4 2018
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  • Keri Barnhart commented
    October 04, 2019 16:16

    This has just come up today, when I was creating several lists for an outreach effort and had to remove certain extraneous columns and add others on every single one. 9 times out of 10, we're not as concerned with Last Action as we are with Solicit Code, since the vast majority of our constituents are alumni who have had contact from a gifts officer, but they may have ask the alumni engagement team not to send emails. We have a ton of attributes, so scrolling through the list every time to set the basic columns is fairly time consuming, and the workaround (modify a "default" saved list) can be confusing for the less tech savvy - and, from what I can tell, you can't actually "save as a new list" unless you can also save changes to the original.

  • Guest commented
    September 13, 2018 19:32

    Totally Agree with Karen.  This makes for a bit of a learning curve for some of our users here, especially any user base that is not very tech savvy.  Furthermore, it is just inefficient.  At the very least, the fields to display should be the first option before the list is even displayed.  But a default would be much better.