Allow custom fields as option when building Action and Opportunity lists in RE NXT

We love that RE NXT has made it much easier to get data out of Raiser's Edge by using the filters in the Lists function to build customized lists and generate a spreadsheet quickly. This has the potential to automate much of our in-house grant reporting if we could include all the fields we need to report. Currently, the only way to track a grant number or when a grant begins or ends (especially important for multi-year grants) is through custom fields.  Details like these are important when you have multiple grants from the same foundation that cover different program areas, amounts, and start and end dates (among other variables), and need to be able to differentiate between grants when building an Action list of Reports Due, for example. I would love to see more grant related fields included as regular fields in the Opportunities section without the need to customize, but if we could at least include custom fields when building lists that would address our immediate problem while adding RE NXT list functionality that would benefit a lot of users for handling a lot of different situations.

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  • Feb 14 2019
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