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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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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. -
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
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Ability to Filter Opportunity List by Appeal Codes
It would really helpful if we could filter opportunities by the appeal codes. Appeal codes (for us) determines the yeah a gift is allocated to. If a next year gift is received this year, and linked to an opportunity for the next year, we should be...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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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
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Opportunities by Gift Status
I want to see which Opportunities are new or renewals, not just where they are in the process. Also, it gives line of sight into the pipeline before a gift comes in, and helps us understand the length of time required to cultivate new opportunitie...0
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Make Add Gift to Other Organization accessible through web view
NXT is supposed to be the view for major gift officers and therefore should have all the functionality related to major gifts. Leaving functionality behind in the database view is a contradiction and a hardship on smaller shops with a limited numb...0
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Donors by Lifecycle: Make sure it is looking at gift date; not the date the record was added
BUG: Set filter to last 7 days and "acquired" donors showed a donor that gave a gift over 6 months ago (clearly not in the 7 day window). Upon further investigation, a new record was added to the system with the 7 day window and there was a duplic...0