Add to NXT Unified View Export: Field-level criteria to export the same field with multiple filters


  • Tina Wikner
  • May 13 2026
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  • Rebecca Colglazier commented
    25 Jun 20:42

    David said in the March 10 webinar that field level filtering will be available, but maybe not all. I want to note that this is crucial to switching to unified view for export/query output for our org. A specific example is: I don't want all assigned solicitor types in one column, but maybe just the 'Prospect Manger' relationship type. Other fields that are critical: solicit codes, constituent codes, custom fields, opportunity status, phone type/email type, gift summary info (all).