Add Head of Household Filter to Lists
Giving Gift Officers and front end users the ability to view their portfolio or any list they create by household instead of by individual is a great need. When Gift Officers talk about their portfolio, they usually refer to it by household. In prospect development, I also view their portfolios through then lens of a household as well when making sure their portfolios aren't getting bloated. Head of Household filters would need to consider both organization and individual records. While technically not a household, organizations would still need to be in this type of list.
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Peter Folkert
- Dec 12 2018
- Shipped
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Jul 21, 2020
Admin response
This has been released and is now available in Constituent Lists.
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- +189
Related ideas
Blake - Any idea when they are going to add addressee and salutations to
the available fields to add to a list?
Check out our history: http://gold.rocky.edu/140
*It does not matter how slowly you go as long as you do not stop. -*
*Confucius*
I could have sworn I looked there and didn't see it, but there it is.
This is awesome! thank you!!
Check out our history: http://gold.rocky.edu/140
*It does not matter how slowly you go as long as you do not stop. -*
*Confucius*
When will this filter be rolled out into Report Builder?
Lynnette, it should be in Constituent Lists in the filter menu. Look in the Constituent basics group, under Marital status.
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I don't see this option in filters yet. Does anyone know when we will all
see this?
Check out our history: http://gold.rocky.edu/140
*It does not matter how slowly you go as long as you do not stop. -*
*Confucius*
We were able to get this released, and resolved the release hiccups. Hope it is helpful in using Lists.
Where will we be able to find this new filter? We aren't seeing it anywhere.
We also do not see this yet.
Is this being rolled out in phases? I do not yet see this this morning.
It hasn't rolled out to us yet, but I look forward to it. Thank you!
Yes please! This would be incredibly helpful for my team to review mailing lists in NXT.
Can't believe we have to vote for this. "It is a basic need."
Please, please, please!
Please get this request accomplished. This is a basic need for list creation for fundraisers/development. It is ridiculous that this has not been completed yet.
We don't appear to have the ability to report duplicate ideas anymore, please MERGE the ideas for this and https://renxt.ideas.aha.io/ideas/RENXT-I-692 and combine the votes!
Please please please! This would simplify SO many of our NXT lists. Currently, I have to pull them into Database view, and then build an export from there...
It would appear that many of the features associated with NXT rely on Head of Household for dashboards. Having this feature will make it much more useful for us.
This appears to have been first requested three years ago in another thread. Other RE clients are asking for this functionality, and it seems to address a rather obvious need in view of the way analytics are skewed when both constituents have records and are assigned to a solicitor. How many votes does it require to get this expedited?
I was just grumbling about how I needed a list of donors to a particular fund, but the constituent list can't show me what the gift to the fund is, and also all of the spouse couples that were soft credited for the same gift show up individually. It would have been extremely helpful to have an HOH filter to dump the extra spouse/soft credit row into a second column instead. And I already voted/commented on this Idea back in December, so it's clearly coming up as a problem repeatedly!
Yes please.