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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
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Social sharing for email marketing
We just started using Online Express for our e-newsletters and were disappointed to discover there is no way to share them on social media or on our website like we were able to do with Constant Contact. There are certainly benefits to using Onlin...0
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Reason and Restriction fields should be available in Opportunity
Both Reason and Restriction are fields in Proposal in the DB view. Why are they not viewable or enterable in NXT? They are also not viewable as columns in Lists even though they exist on the records in RE. Please make them both available in the NX...0
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Creating new Opportunities - adding Campaign and Fund details
When you add Campaign and Fund details to an Opportunity, you need to know the name of the Campaign or Fund in order to be able to search. It needs to be changed so that it replicates the functionality on Filter where you are presented with a list...0
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Be able to exlude (does not equal) function in the filtering section of GL reports
because how is this not an option? This is too obvious to not have. It's part of the database view, why not NXT?0
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button or feature to hide expired/former solicitors (or filter) and suppress them from queries easily
It would be a great to have a feature where you could hide expired solicitors but even more important is the ability to query on current solicitors without having to figure out a work around to suppress former solicitors. We have had RE for a long...0
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Sort Opportunities on the constituent preview tile by Ask Date, not Date Added
In the preview tile in a constituent window - opportunities sort by date added, not ask date, so if I need to enter a proposal retroactively, it sits at the top of my list which just isn't helpful. I can click into "work with opportunities" and so...0
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Add Appeal to Proposal
Being able to add an appeal to a proposal would actually be more helpful to us than only allowing a proposal to be associated with a campaign or a fund. In some cases, we might want to see what proposals exist for a specific appeal (which happen...2