Add filter for NXT lists: "assigned to" is blank | Ideas for RE NXT

Add filter for NXT lists: "assigned to" is blank

I need to filter constituents who do not have an assigned fundraiser. Please add this.

Cammi Derr
Oct 24 2018

Lists

Comments (2)
Votes (18)

Attach files

Enter a subject

Kevin Schaeffer commented

January 18, 2023 15:57

This would be such a useful filter to use with workflows to assign an action to someone on our team when a donor gives a large gift, but they are not already in someone's portfolio.

This idea should also be merged with https://renxt.ideas.aha.io/ideas/RENXT-I-2734

Attachments Open full size
Sophia Frome commented

May 08, 2020 18:41

We need this as well. We have a workflow set-up but no way to pull the list in NXT to see who got an action but isn't assigned. Pretty disappointing.

Attachments Open full size