Add Constituent Data to Gift Lists

Make cons specific data available in a gift list. Specifically:

Contact Data (address, phone, email)

Solicitor Info

Actions

 

Cons Codes

Primary Education

Giving Details (last gift, greatest, largest)

 

This way, a gift list can be used by Advancement staff for prospecting AND stewardship. Please see idea, "List Constituents more than once in a list if gift data is filtered" for other details. Thanks!!

  • Waileia Mineshima-Eldredge
  • Jun 19 2017
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  • Meredith Friedman commented
    October 07, 2021 15:59

    Absolutely! My users need the ability to export gifts with addresses and can't do it in webview. They have to ask me for it in database view. This is super silly. Just add the Constituent Summary option to Gift List.

  • Twila Moore commented
    January 21, 2021 21:44

    Please please please add the ability for us to add columns of constituent information to gift lists. We need the address, phone, email address added to this so our advancement department can easily generate a list for donors who have given to a specific fund. This would save us a lot of time, because we would use it often. Thank you!

  • raffy buueno commented
    December 14, 2020 19:25

    +3000 to this idea! we really need this

  • Guest commented
    October 27, 2020 22:23

    +1 to this idea. Would make exports for stewardship/post-donation journeys so much easier, and increase opportunity for integration with other programmes.

  • Gloria Pocchio commented
    August 24, 2020 20:33

    Need addresses added to lists in webview. Why don't we have all information we need in webview. It is a much cleaner simpler way to look at information. In the year 2020 RE still behind

  • Amy Malkemes commented
    June 17, 2020 12:07

    Adding the address, phone, email info to gift lists in NXT is exactly what I was looking for and it was what our Head of School asked for to contact our major donors. I was surprised that it wasn't set up that way to make it easy on us to get the data in terms of functionality. Praying that BB will make an update and add that to help us development people out!! :)

  • Rachael Walker commented
    October 15, 2019 19:20

    This is keeping us from wider adoption of NXT over database view. We still have to generate a weekly gift report out of the database export function to distribute to our colleges for deans to write thank you notes to significant donors. We really thought we would be able to move this entirely to an on-demand list function! And this is two years later!

  • Sunshine Reinken Watson commented
    August 31, 2018 17:22

    This vital to the type of lists our execs and fundraiser's need. At the very least, add contact information.