We are finding that running constituent lists does't give us the information needed and then when we run gift lists it doesn't give us the the constituent information needed such as the assigned solicitor which would be a lot better for us. Not gift solicitor as that can be different. This could be so much more useful for appeal management for our donor managers.
I'm trying to move some of our old Crystal Reports to gift/constituent lists so they are more automated and streamlined into NXT. However, the limited fields in gift/constituent lists is very frustrating. This is one of the column's we need available in gift lists.
The existing column for the fundraiser the gift is "Credited to" isn't enough, and the constituent's assigned fundraiser is important information to include.
Use cases:
There is a staff change after a gift was credited, and the constituent's new fundraiser needs to be noted in the list for review. This is especially important for lists of pledges.
The fundraiser assigned to the constituent didn't receive credit for the gift because it was solicited by another fundraiser/volunteer.
The gift was unsolicited, and the fundraiser was assigned shortly after it was received.
The assigned fundraiser wasn't credited to the gift in error. This would be helpful in a "Gifts last week" gift list review.
Separate columns for the fundraiser assigned to an action/opportunity and the fundraiser assigned to the constituent exists on action and opportunity lists for similar reasons. It is needed on gift lists as well.
Now that we have the Next Installment Date field in gift list this is almost the tool we need to follow up on pledges before they are outstanding using the Web View. Having the Assigned Fundraiser will improve on that greatly. Could also be really helpful with database maintenance as well. The uses are endless.
New to RENXT and am in the test environment. This would be very helpful to have the assigned solicitor available in Gift list!
We need the assigned solicitor in the Gift list in NXT! Please!!
This is the most important column in a list... the assigned fundraiser!
I agree - it would be beneficial for us to see the solicitor on gift lists. We are running into this problem.
It would be beneficial to us to have this available.