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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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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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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
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Opportunities - Organizations are not displaying in list
Please include organizations in the list output. Also, it would be needed to include a filtering option to choose an individual or organization as well.0
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In Lists/Proposals: Need a "between" Date function in the Filters
More flexibility in the Ask Date criteria when building a List of Proposals. Currently I need to see all proposals where the ask date is NOT in the current FY, and that is not possible. Thanks.0
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NXT: Proposal - Proposal Action
By addingg the action on the proposal it would save time and you are in the correct space to view proposal follow ups.1
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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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Possible Bug with Opportunities in NXT - Unable to see attached media
We are unable to see media linked to a proposal when looking at an opportunity in NXT. The Media is on the constituent's full record in NXT. It is also available in RE Database view from the Proposal.0