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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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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 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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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 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
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In Opportunities List, Allow "Funded Amount" Filter to be Blank
Currently you can not filter to see the opportunities that have a blank funded amount. When you set the filter to equal zero this does not filter these opportunities. It would be a very helpful feature.1
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Text Alert messaging system to a constituent list
Text Alert messaging system to a constituent list. It would be handy to be able to create a text alert similar to an email blast and send it direct from RE using the constituent database of phone numbers.0
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Add Type of Gift Field to the Opportunity List
This field is necessary for sorting open opportunities by gift type - cash vs. deferred, etc. The only option is to look them up individually.0