Modify Lists by Adding and Removing Constituents
Our major gift officers always review mailing lists and invitation lists, requesting some constituents be added and others removed. This works great in a query list in the database view, but there is no way to accomplish the same task in NXT. This would be very helpful to avoid working off spreadsheets or having to toggle back and forth between web and database views.
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Kari Stauffer
- Jun 30 2017
- Shipped
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Mar 23, 2018
Admin response
You can add and remove records from lists using the Add/Exclude functionality in the tool bar whenever you are on a list. You can pick specific records or entire lists. You can also manage who was excluded or added if you want to bring them back to the list. The list will continue to respect the dynamic nature of the filters in the list and then the add and removes will serve as overrides. Enjoy!
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