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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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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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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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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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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
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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
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Opportunity bulk-changes: add Import ID to export OR allow multiple selections
I need the Import ID in the export for Opportunities so I can bulk-edit statuses, ask date/amount, inactive status, etc. Or else please make it possible to change the same information on many Opportunities at once time. Every 6 months, we mark old...0
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Add Ask Amount to the Analyze Opportunities Display
I love being able to quickly query on Opportunities and use it to prep for portfolio meetings with gift officers. However, right now the display only includes Expected Amount, and I really need Ask Amount. Could that be added? Or better yet, could...0