Add Classification to Constituent Columns & Filters

The ability to sort and view by Classification is invaluable in managing our portfolios.

  • Guest
  • Jun 15 2016
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  • Marilou Singleton commented
    March 09, 2017 18:31

    Anxiously awaiting this update! Will cut down on the manual reporting/crystal reporting we were hoping for when we launched NXT.

  • Kevin Berry commented
    February 15, 2017 20:53

    Add me to the list of those wanting Classification added as a "filter" on lists.

     

    Thanks!

  • Eric Baerg commented
    February 15, 2017 14:16

    Classification is one of the primary fields that our gift officers use, both when viewing individual constituents and when organizing/prioritizing their portfolio lists.

  • Guest commented
    February 08, 2017 19:15

    hoping for an update on this one. we report on this field for our management team. They, and our gift officers, want to know the composition of portfolios and we use the classification field in order to extract that information. Since we have switched to NXT, it is often not an accurate report on true types of prospects being pursued by our gift officers. And, there's a simple explanation for the inaccuracy - there is no column built for 'classification' in portfolio view from the work center or in the lists section. So, our gift officers are not able to see when a classification code is missing or when one should be changed on a specific constituent. they would have to click into each record for each person on their portfolio.

  • Paul Chiocco commented
    September 09, 2016 23:02

    I also recommend adding classification as a filter option. Before conversion to NXT, we used the classification as a method to identify MGO portfolios.

  • Guest commented
    September 07, 2016 18:58

    We use "classification" (major, leadership, etc.) and "status" (discovery, qualification, solicitation, etc.) to prioritize our donors and prospects. Our Development Officers can't really manage their portfolios via NXT without the ability to filter by classification. Please say this will be happening soon?

  • Guest commented
    June 30, 2016 14:58

    Our development officers continue to ask for the ability to see the prospect classification for their portfolio members as that fields is heavily used to segment and prioritize their portfolio work. without the ability to see classifications in that view, they aren't able to manage portfolio members efficiently.