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Add AskStat (Proposal Reasons) to NXT Opportunities
Migrating the AskStat (Proposal Reasons) field to NXT will allow fundraisers to track where they are within the cultivation and solicit phase (PStat - Proposal Status) of the opportunity. For example, it allows fundraisers to report on if a propos...0
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Allow for opportunities to be recurring.
We're using Opportunities to also manage charitable Foundation/Trust grant rounds, the opportunity exists for a specified time window each year. It would be convenient for a mechanism that would allow an opportunity to be refreshed, or a new op...0
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Make Visiable All Opportunities on the Emailed Dashboard Version
We use the dashboards as talking points during our supervision it would be nice if we could view all the opportunities on the page when the dashboard is emailed instead of just the first 10 visible. in a screen shot.0
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Disable Opportunity/Proposal Status change in RE Classic
With the expanded features of Opportunity Status changes in NXT, I would like to be able to lock down that field in RE Classic so that it is view only, forcing users to make the changes in NXT.0 Will not implement
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Add Opportunity Purpose when adding an Opportunity
I would like gift officers and prospect managers/researchers to be able to add a Purpose to the table as they are adding the opportunity from NXT.2
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Change the volume default for sorting bar charts
For example when looking at Opportunities by Status, it currently sorts the x axis by volume (i.e. the status with the higest volume of proposals goes first) whereas it would be better for this to be sorted by status (i.e. so you start with Qualif...0
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Convert Opportunity Likelihood to a measure
I was trying to calculate the likelihood of someone giving a gift. For example, if there is a 50% chance of the prospect giving I multiply it against amount asked.0
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Bold "sight" words in actions summary line
Hi, I would like to highlight certain words when we write an activity in 'actions' under Opportunities. Right now we put the sight word in brackets, but it looks just like the rest of the text. We want those words to stand out so we are not having...0
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Add the ability to do a mass edit of the information in NXT to reflect the actual Date rated from the Blackbaud processing date when the database goes live in new implementations.
This will ensure that the "status history" for proposals in NXT reflects reality rather than the Blackbaud processing date.0
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We need a usage report on an automatic monthly basis.
No description provided0