Filter constituents by address region

My team of fundraisers uses dashboard panels in classic Raiser's Edge to plan their trips by geographic region. They are not using NXT because they cannot effectively plan trips.

  • Steph Ulmer
  • Oct 20 2016
  • Shipped
  • Attach files
  • Guest commented
    May 16, 2019 19:56

    We really need to have the region field available in NXT.  we need to identify donors by region for the development directors to make contacts in their area.

  • Maria Fernandez commented
    July 26, 2018 22:22

    We could greatly use counties and regions as NXT filters. Our MGO team works by counties and Regions. To be able to filter ob these fields would be  HUGE help!

  • Jen Claudy commented
    July 23, 2018 14:15

    Definitely different!  To use Mapping would probably mean setting up a List with the Mapping Filters set for each Region, and then training staff to start with one of those Lists, save as a copy, and add whatever other Filters are needed.  If you have more than 20 Regions, that's a lot of Lists to maintain and sort through (plus, if I were the DBA, I'd keep a second set as a backup!).

    Would love to see [Shipped] changed to [Likely to Implement] on this one!

  • Guest commented
    February 21, 2018 13:11

    I would like to see Regions and Counties added to filters in creating Lists. We took a lot of time dividing out home state into regions so that we can pull certain areas for Alumni gatherings. Also, it just makes sense to include counties as well.

  • Patricia Franklin commented
    September 13, 2017 10:19

    Jarod Bonino - List Mapping does NOT take care of this!! Can Mapping draw a region based on specific counties? It can't and that is how our regions are configured. Mapping draws a rectangle around an area and I know few counties that are rectangular in shape.

    My organization has worked around this by creating a Constituent Attribute we call Region in order to filter our fundraisers NXT lists by Region. Since the field already exists in RE it is silly to have to duplicate it in attribute just because it's not an available filter in NXT.

  • Jarod Bonino commented
    September 12, 2017 21:09

    Marking this idea as shipped as I believe List Mapping takes care of this! Let me know if for any reason I am missing something.