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Run an opportunites list based on a static query, or be able to filter an opportunites list by constituency code
It would be great to be able to view a listing of opportunities based on a query. One issue we are having is our corporate and foundation relations manager would like to look at all Foundations or all corporate entities, without having to also see...0
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Allocate Grants (Opportunities) Across Funds
We benefit from numerous large multi-year grants. These grants can contain funds for various purposes (several programs we represent with Funds as well as unrestricted funding) . The date range also doesn't align with our fiscal year. We use Oppor...1
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Allow Outlook Integration to add Opportunity Action
As far as I can tell, it's not possible to add an email as an action within an opportunity via the Outlook integration. This would be very, very helpful.3
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add interests of prospect field to webview
Our fundraisers work in webview most of time, they need to add donor interests to donor file when they are on the phone. Hope the field can be add to webview soon0
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Add ability to filter by Date Last Changed within Opportunities Lists
We need to be able to view when an opportunity record was last changed and by which user if at all possible. The current filter allows us to view the date the opportunity was added, but not the date it was last changed. Currently, there is no way ...0
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Ability to work on NXT records offline and sync automatically once have interenet again
Many of our staff and volunteers in the field work in remote parts of the UK where signal is unreliable. It would be really useful to have the facility to be able to work offline (e.g. add actions) and then NXT automatically sync this once a signa...1
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See more info on Opportunites when linking an Action
From within "edit" in an Action, the Opportunities drop down just lists ALL opportunities for this person, including ones that are in the past and already funded. Is there a way to only have the current/future opportunities for a person show in th...1
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Ability to only Closed/Funded a Opportunity when a gift is linked
We are having fundraisers marking the opportunity as closed/funded without the gift being link. is there a way to restrict them from doing that.0
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Add dashboard for past-due opportunities in NXT Work Center Overview.
Similar to notification on past-due, upcoming and completed actions, this would help gift officers stay on top of their opportunities. THIS WOULD BE SO HELPFUL.0
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automatically charge recurring donation requests through OLX
With your current set up, i have to manually go in every month and process the donation. I have another site that does the charge automatically and requires no additional time or effort on my end.0