The ability to create an NXT list on the "description" field of a custom wealth score

Currently, we cannot group constituents together in NXT on all the fields available when we add a custom wealth score to a record. In RE we have access to the "source, date, category, and description" fields but in NXT we only have access to "source, date, and category." The description field is where we put the value/number that we want to be able to group records by. Example: grouping everyone with a description between $25,000-$49,999. If you're creating a gift pyramid for your organization and need to show a dynamic list of constituents at each giving level, you currently can't do that in NXT.

As a result, we cannot have a dynamic list of constituents with certain levels of custom wealth scores, we can only group in RE, save as static, and then have to manually update the lists in NXT.


  • Cassie Chilcutt
  • Mar 5 2024
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