If you notice that your list is not appearing correctly, please review what each list includes or excludes.

Action Lists
  • Includes actions for constituents that are inactive, deceased and those with no valid address
  • Includes all action statuses
  • Includes only actions linked to constituent records
  • Excludes the action category of advocacy

Constituent Lists
  • Includes Individuals and Organizations
  • Excludes inactive, deceased constituents by default (To include inactive and deceased records, mark the include box under filters)
  • Includes soft credit gifts in Giving Summary.

Gift Lists
  • Includes gifts for constituents that are inactive, deceased and those with no valid address
  • Includes soft credit gifts
  • Includes gifts for both matching gift company and matching gift recipient 
  • Excludes amendments, adjustments, GL reversals and write-off gift types

Opportunity Lists
  • Includes opportunities for constituents that are inactive, deceased and those with no valid address
  • Excludes by default inactive opportunities (To include inactive opportunities, mark the include box under filters)

**NXT Lists are still a work in progress and will continue to add new enhancements over time**

To learn more about Lists check out help documentation.