Add Fund Categories as a filter within Lists (Web View)

As a larger org, we have a ton of funds and it would be helpful to be able to quickly filter by these categories rather than having to click every single applicable fund.

  • Guest
  • Mar 18 2024
  • Reviewed: Voting Open
  • Attach files
  • Megan Densley commented
    05 Mar 23:27

    This is essential for our organization to filter the fund by a fund category and the other fund descriptors that are in DB view so they can be utilized in a dynamic gift list. Please consider this as a top priority as this would simplify our lists in NXT and keep users in NXT and not have to jump out to some other external reporting tool!

  • Guest commented
    03 Mar 21:11

    We, too, would really appreciate this functionality. If for some reason it can't work as a base filter - could a filter be put on the Funds list to just pull up the funds a specific category, and then "select all"?

  • Guest commented
    November 25, 2025 12:27

    I need to be able to sort gift lists according to fund category after exporting. This would be extremely helpful!

  • Joe Moretti commented
    September 23, 2025 17:10

    Fund Category SHOULD BE A MUST with the lists in RE NXT. In RE Database View, you can utilize this and it is IMPORTANT. So just add that damn thing to RE NXT. In fact RE NXT should be mirroring database view. What a fiasco, this RE NXT has become.

  • Rachel Ellis commented
    June 30, 2025 18:01

    There is so much functionality built on Lists that we can't use because we can't filter by fund category. We have too many funds to select one at a time so that isn't an option either.

  • JoAnn Strommen commented
    August 20, 2024 18:11

    Definitely need this option!!! Fund list is way to long to sort through with out some additional ways to filter