NXT Newbie -Columns/Filters do not appear to include Employer Relationship as an option to include

Anne Bennett

Good afternoon!  I'm a brand new community member with 15 years worth of working in RE7.  We're in the NXT test environment preparing to go live in four weeks.  Apologies if I'm in the wrong area or this is a frequent topic, I spent some time searching and did not find it here or knowledgebase and support chat is also down this morning!


I'm trying to confirm that I'm not missing something - I had a question from a staff member wanting to create a list that included the constituent's employer, which is a basic and important data element for any fundraising-related work.  I'm not finding it as a column option, or as a filter option.  Can I only provide this in lists by starting with a static query in database view?  Any input/workarounds will be greatly appreciated! 

Elizabeth Johnson

Hi Anne Bennett‍,


What a beautifully crafted request - with no response! So sad as you did all the right things.


Well, here is a very belated welcome to the community to you. Did you ever find what you are looking for? 


Best,

Elizabeth

Dariel Dixon

I do not believe this field is available in the NXT view as of yet.  There are a number of fields that are unavailable when creating lists.  I think there are a couple of threads about just that.

Elizabeth Johnson

Thanks, Dariel Dixon!  

Anne Bennett‍ If there are already threads there are probably ideas to be voted for too!

Anne Bennett

I'm grateful for the welcome and the replies - and also the e-mail that notified me that responses had come in - that is a very helpful feature.  We went live just yesterday.  The last few weeks have given me a better understanding of the values not yet available in NXT.  I'll use the suggestion request area to request employer information as a list option/filter.


One of our fundraisers just submitted his first contact report directly into NXT - a big day for us!


Thanks again!

Elizabeth Johnson

Congratulations Anne Bennett and the name of the person I'm referencing in my responses to make sure it makes it to their inbox. Once you post to a topic it appears you are automatically subscribed now. 


Have a lovely day and enjoy your new tool! I look forward to learning alongside you!