Allow Query to be used for Receipting OR Allow constituent custom field exclusions

We use exclusions based on custom fields for receipting. Without using query, we have to create several gift lists to get where we need and that is very inefficient for a daily task. If we can use query, we would only need one instead of having to refresh several lists. OR allow constituent custom field exclusions on gift lists. We use constituent custom fields for receipt preferences for donors.

  • Leah Shipley
  • May 20 2025
  • Reviewed: Voting Open
Gifts
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  • Katie Emerick commented
    October 30, 2025 20:29

    Yes! allowing query for gift receipting in NXT would give my team the ability to exclude donors who get very mad if they are included in a gift receipt list. Gift Lists does NOT allow excluding a constituent. And Gift List is required to send receipts through NXT.

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