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Add Ask Amt to Analyze Opportunities Criteria and Results Grid
I often need to see a list of Opportunities by Ask Amount (or Ask Amouts within a range). Sure would make working with Opportunities in Analyze better if that field were available both in the criteria and the results grid. In fact, if it were in t...0
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Add fields for grant number, grant begins (date) and grant ends (date) and make these available in NXT list view
We manage a lot of grants and want to report on them regularly. We love that RE NXT has made it much easier to get data out of Raiser's Edge but we cannot include all the fields we need for our grant report. Currently, the only way to track a gran...0
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Adding things simultaneously in Opportunities
I would like for users to have the ability to add a Category (previously known as a proposal attribute) from the Custom Fields menu when they create a new Opportunity, not after the fact. (We ask our development officers to add a benefiting unit a...0
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Rename "Proposals" to "Fundraising Opportunities"
"Proposals" in fundraising are written solicitations asking for a gift. That's not the intent of this function in RE, which can be used long before any proposal is written and often no proposal is ever written. It just confuses fundraisers who thi...5
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Each solicitor can only see the opportunities they are assigned
I noticed that if a prospect has 2 proposals on their record and each proposal has a different solicitor, that the each solicitor can see the others opportunities on the record. Having the ability to define what opportunities the solicitor can see...1
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Display Unassigned Opportunities in Work Center List
Right now, if an opportunity is unassigned, you cannot see it in your work center list. Even if you use the drop-down menu and select "All Fundraisers". Occasionally opportunities get entered and an assignment is not made or it hasn't been assig...1
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Opportunity - Fund Selection - Should show more than 10 or provide functionality similar to Lists AND allow search by ID
My fundraisers often manage more than 200 funds and they may or may not know the exact name. When adding a fund to an Opportunity by typing "College of Health", only the first ten funds that include that phrase appear. If my fundraiser can't remem...0
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Add linked action count by Opportunity
I would like to be able to see a count of linked actions to an opportunity in the list columns, but also be able to create an insight to display that information. We currently have people adding opportunities just to make it look like they are doi...0
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Add Appeal to the Details section of an Opportunity
When using Opportunities in RENXT, it would be great to have Appeal as an option to include under the details section along with Campaigns and Funds0
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Change a field type from search to dropdown/selectable
The two outlined in red are searchable fields and the development staff would like them to be dropdown/selectable similar to the "gift type" and likelihood.0