Constituent List - with filterable gift amount beyond greatest, first, last

Often, our goal is to pull gift information based on certain filters such as gift amount, date range, etc. We can obtain this information through a gift list and it provides all of the gift information we desire, however, we also often need constitution contact information included in those lists. If we pull a constituent list (rather than gift list) with all of their contact info that can be exported, we can only see their greatest, first, and last gift – even if there is a gift amount filter included. We are continually trying to figure out how to get both constituent contact information and total gift amounts on one list.

  • Guest
  • Mar 16 2022
  • Reviewed: Voting Open
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  • Mary Beauclair commented
    20 Jun 16:04

    We need to have the filter AND column for "Any gift" available in the Constituent List. We need constituent lists for people who gave a specific amount to a specific appeal/fund so that we can send them automated emails specific to the appeal they are giving to. Without this, we cannot use the workflow functionality and rather than using the NXT Constituent Lists we have to do exports into excel making it very inefficient and bad for data integrity.