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NXT lists - gift status

Karen Horn

Happy Friday everybody! I have a question about lists in NXT. I'm trying to generate a list of active Recurring gift types, but can't find the Status field anywhere in Lists. Can I do that in NXT? Thanks!

Karen

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Comments

Joe Moretti

@Karen Horn Unlike most of RE NXT it cannot be done. You can go by gift types of Recurring and Recurring pay cash, but not the status. Best to stick with RE Database View.

Austen Brown

@Karen Horn - As Joe mentioned, gift status is not an available filter in Gift Lists, but if you have/use Power Automate you can get it through the API and create a web view list that way.

Karen Horn

@Joe Moretti @Austen Brown Thanks - I thought so.

Catherine Burns

@Karen Horn
This is an old post but there is still no solution and as they push us into webview it is becoming more urgent.

Please vote https://renxt.ideas.aha.io/ideas/RENXT-I-2090

As a workaround we add a Cancellation reason custom field to cancelled gifts so having this column visible at least means we can sort to find recurring gifts without a cancellation reason.

But this still does not help know at a glance if the gift is Active or Held.