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
Lists
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  • Guest commented
    25 Nov 12:27

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

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  • Joe Moretti commented
    23 Sep 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.

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  • Rachel Ellis commented
    30 Jun 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.

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  • 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

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