Be able to export all the same information you can see on-screen in an Action List

We periodically assign our board members to make stewardship calls. I can create a nice pretty list in NXT showing the constituent, their contact info, who the action has ben assigned to, the description of the action (i.e. "Board member thank you call"), and any notes that have been put into the action to give the board member a better idea of what to discuss with the donor. It's a really nice list, but absolutely useless, because the board members don't get to have access to NXT. Why on earth would we NOT be able to export the same data that we can see in the list? Please make this possible!

  • Heather Jacob
  • Jan 21 2021
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