Add "Last Action" and "Last Action Date" as Filter in Gift/Constituant Lists

My team is using lists to keep track of a high volume of donors, and we need a way to filter out those who have been recently contacted to avoid overlap. Having a Last Action Date option would give us the ability to see at a glance whether we have contacted someone already this month.

Otherwise, I am currently exporting the csv. file and having to go back and forth between NXT and Excel, which slows down outreach significantly.

  • Guest
  • Jan 5 2024
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