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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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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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Add a unique identifying number for each opportunity
When an opportunity is created, it should get a unique identifying number that is visible in RE NXT, much like a constituent record gets a unique identifying number. It would be great if we could search for opportunities using the number in the sa...0
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Ability to add columns to Portfolio
Having the ability to modify or add columns in your portfolio especially opportunities.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 "Anticipated Ask Amount" to Opportunity
It would be nice to be able to track what we intend to ask, and what we have actually asked once an opportunity is pending. Currently, we use the "ask amount" as what we intend ask, but then in analyze it is totaled for ask, and shows what I will ...1
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Add Previously Entered Action to Opportunity from within Opportunity
When I am reviewing an Opportunity, it would be great if "Add Action" also allowed me to add previously entered Actions, instead of just entering a new Action.2
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Display all active Opportunities on Constituent record
It seems only 8 active Opportunities at a time (over 2 pages) are viewable on a Constituent's record. It would be helpful if they were all there, and this were true for all tiles (Actions, Notes, Relationships, Assigned fundraisers, etc.).1