We need to be able to exclude constituents by custom field, not just include
When you create a list in NXT you can only INCLUDE those constituents with specific custom fields.
However, we also need the ability to EXCLUDE constituents within the same list which have other specific custom fields (without having to create a separate list to exclude them).
It would also benefit us in ensuring that we find those constituents who have not been appropriately coded with a custom field if they meet certain criteria. Here is a basic example:
Every constituent who has given over $5k should be coded with the custom field "Bronze".
So you create a list showing all those with total gifts over $5k however it is not possible to then exclude those who already have the custom field "Bronze" to just find those that haven't been updated.
Thanks
Chris
-
Christine Bayley
- Sep 8 2019
Related ideas
Just ran into this issue again today. We have a loyalty value and I need a list of people who made gift this year, but do not have the loyalty value on their record. Not that the custom field is there with a blank value, but the custom field isn't there at all.
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Agreed. Need this to be able to create more specific/accurate email lists, cleanup lists, research lists, etc...in NXT instead of in Classic. Why you would create the ability to include something without also giving us the ability to exclude that same thing is actually quite perplexing. How would that realistically allow us to make more targeted lists?
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YES~
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