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Change Opportunities tab to be called Proposals
I would like to be able to change the Opportunities tab to be called Proposals, like it is in the database view.9 Will not implement
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Filter opportunities by constituency code
Enable CFR function to separate out opportunities related to corporations and foundations.0
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Bring Proposal source to the web view
this field is in database view- but not in web view- please add0
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I would like to link an action from one constituent to the opportunity on another record
We work with a business, ABC Company who also has a foundation - ABC Foundation. Our contacts are at the Company but the opportunity/proposal will be delivered to the Foundation. A meeting with Mary at the ABC Company cannot be linked to the oppor...0
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Creating packages for appeals in OLX
We are currently using OLX email marketing as a follow up to our appeals and I would like to be able to make the appeals from OLX a package of the original appeal. Because it's all related to that original appeal it would be nice to be able to tra...2
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Add Wealth ratings to columns & filters in Work Center Opportunities
When we're working in our portfolio and looking at Opportunities of our donors, I'd like to be able to add a column to show the wealth rating. Specifically I'd like to be able to add our custom wealth rating that we are using, so I can see how tha...0
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Funded Amount in Webview should include Pledges and Cash or Pay-Cash and cash. Currently, both pledges, paycash and cash.
No description provided0
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Add more comment / fill in boxes to RE NXT Donation Forms
I have found donation forms are easier to set up than Net Community pages. However, I can only get one "fill in the blank" by dragging over the gift information-> gift comment and editing it. Then it is gone. I needed to get both graduation yea...0
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Filter by Custom Fields in Proposals
We are beginning to use custom fields more efficiently within Proposals, and it would be great to be able to filter on the custom fields we have created. Is there any plan to expand filter to include custom fields?0
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Allow notes from Database View to be visible in Webview
As part of our annual Major Donor solicitation planning, we put in a single proposal that may involve multiple ask components so that we are approaching donors with a comprehensive annual giving plan. For example, we might be asking a donor to giv...1