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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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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
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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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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... -
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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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