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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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Add the ability to delete an opportunity (data put on wrong record)
A user with supervisor rights should be able to delete an opportunity if it was put on the wrong record. Making it inactive doesn't remove it from the record.0
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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
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Add the ability to clone an opportunity in Raisers Edge NXT.
Add the ability to clone an opportunity in Raisers Edge NXT. Rather than start from scratch to create a similar funding opportunity, allow the user to create a clone as a basis for the new opportunity.0
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Add "Action Notes" as a column under Lists/Opportunities
This will expedite list review when we are in meetings with volunteers, instead of having to open/close Action details1
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Joint Asks - Linked Opportunities
It would be great if we could record joint asks - where the opportunity for a joint ask could be linked on both records, but not necessarily double count in reporting. This would be for a couple, or when there is an individual who should be connec...0
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Filter on Opportunity Status change date
We are using the change status feature on Opportunity Status in NXT and it is great. It would be helpful to be able to run a list of Opportunities of a certain status in a certain time frame. Example - i want to see a list of all opportunities wit...1 Already exists
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There should be a way to efficiently link multiple gifts to multiple opportunities.
Linking gifts one by one is rediculously time-consuming. Couldn't there be a global option? Or, short of that, a way to link them in batches.1