NXT Export of Donors needs to have same options as RE7 - Reports too.

When exporting a list of donors from NXT, you currently can't export information such as Addressee and salutation nor can you export the contact in an organization. In order for NXT to take over for RE7, it needs to give you the same options and it's no where near allowing you to do this. Another item is we send 0-12 giving info and 13-24 giving info to our vendors for mailings and we can't do that either. We have to go into RE7 and run all of these exports which takes an hour to export versus a couple of minutes in NXT.

When building a report in RE NXT, if you run one for a solicitor, you should be able to run numbers based on only an assigned donor and not have it include all gifts that that solicitor is on. Many times a solicitor receives a gift but they don't meet the criteria of being given a solicitor on their record but they do get the credit for that gift. We currently can't remove the gifts from non-solicitor records. We should be able too. If allows us in RE7.

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  • Aug 25 2021
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  • Alison Enns commented
    December 15, 2021 14:49

    Exporting a list from Lists and it doesn't include a salutation or addressee line completely defeats the purpose of creating my list in NXT. I want to address a Christmas card to a couple and cannot do so without manually fighting with it. I spent a lot of time in Databaseview making sure each individual is addressed the way they would like. I can't even combine the columns in excel because some have a different last name than their spouse.