Allow NXT lists to include all fields in NXT
Specific to the prospect module, fields such as "time in prospect/opportunity status" and the field noting why a prospect status has changed do not show up in Lists. This means these fields are only useful when individually reviewing constituents. I am sure this is applicable to various other modules as well, but the bottom line is any field that shows up in NXT should be available to add as a column in Lists. Ideally, those fields would also show up in database view for more robust reporting and importing, but adding to Lists would be a good start.
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Rebekah Singleton
- Jul 13 2022
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- +17
Related ideas
It is difficult when we are so locked down. I often need to create lists that cross multiple areas (constituent/opp/gift). We need to create a Portfolio list showing all constituents and active opportunities. It is a quick way for them to see which constituents in their portfolio have no active opps. Running an Opp list does not help at all in this situation. It is one of the many things I still need to create in db view for my fundraisers. The fundraisers all love NXT view but I am not able to give them simple tools to be effective at their job, very frustrating.
Yes, please. It would be great to be able to view "time in prospect status" as a column in Work Center too.
It has been 7 years and we don't even have all the basic fields available to be included in Lists and report builder insights. Please have this implemented as soon as possible on your next update.