Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-2647 Please add package to available filters when building a gift list in NXT! .
Please add "Packages" to filters for Gifts lists
Merged
We track a lot of our giving activity through assigning "Packages" to Appeals. Would be great to be able to filter on "Packages" when building a gift list.
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Robin Richardson
- Nov 12 2015
- Shipped
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- +45
Related ideas
We heavily use packages, this is another of the features that block us from using the web view more.
Seems like common sense to be able to breakdown how and why donors are giving in a certain appeal.
We have also found the benefit to using packages and would really benefit from having this option.
I need this so badly right now! My gift officers need a dynamic list of gifts based on the package, and I can't create that for them.
Yes please! Would like to have the ability to export both the package and gift reference.
This is also how our office does it, and it would be a huge help if packages were added to lists.
I'm sad that this was suggested over a year ago. There are three other suggestions related to package codes that I voted on. They may not all be in the same area precisely, but it seems clear to me that people DO use package codes.
Please also see ideas 257, 656 and 527.
We also track packages on our event appeals. This is crucial to reporting and projecting/planning for next year. This would be a very helpful feature.
Agreed! A report or list without "packages" is really just a basic summary for us.
Most of our solicitations are reported on via appeal and package. For example, we will look specifically at our end of year direct mail campaign, then see how our major donor segment did compared to our step-up segment. This is our primary route of analysis, and is currently unavailable in analyze. This would be particularly useful for our Annual Giving team, who I'm trying to move to mainly using NXT for them to check their appeals (they're also excited about having this report automatically emailed to them each morning using the schedule feature!)