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Add Native Support for Multi‑Year Opportunities (Installments, Fiscal‑Year Allocation)
Raiser’s Edge NXT currently treats opportunities as single‑year, single‑amount records with no way to model multi‑year commitments. There is no native functionality for installment schedules, fiscal‑year allocations within opportunities. As a resu...0
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Allow bulk changes to Opportunities (Proposals)
We need the ability to make bulk changes to opportunities using Global Change. In database view the global change feature for Proposals (Opportunities in Webview) only allows changes to ALL opportunities. We need to be able to change a selected nu...2
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Workflow Designer to allow for Opportunity records and updates to Opportunities
Vote YES!!! if you would love to have workflow designer manage your staff workload for constituents with opportunities. Workflow Designer currently only allows for criteria of new gift. Would be nice if it could look at other records in the system...5 Reviewed: Need Further Info
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Filter Opportunity List by Fundraiser details
Please add the ability to filter Opportunities by Constituent Assigned to and Solicitor Type. This would help greatly in differentiating responsibility when we have a primary and secondary solicitor on a constituent record. The proposal assigned f...3 Reviewed: Voting Open
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Ability to link a gift to an opportunity
Currently the only way to link a gift or payment to an opportunity is through the RE 7 Database view. This is functionality that should be available from a gift record in the NXT webview.6 Reviewed: Voting Open
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Add Appeal to Opportunity Details
It would be great to be able to select the correct appeal when adding an Opportunity. Campaign and Fund are helpful but not as specific in our usage as Appeal for identifying the correct coding of the incoming funds.0 Reviewed: Voting Open
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Add opportunity fields in NXT work center, opportunities section
All of the fields on the right-hand side of the proposal screen in database view would be extremely helpful to replicate in the NXT view. We use "type of gift" in the proposal screen to distinguish between a planned gift proposal or otherwise but ...8 Reviewed: Voting Open
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Connect Appeals and Packages to Opportunities
I am working on getting our gift officers to use Opportunities more. I think that having the ability to add the appeals and packages that go with an opportunity on to it would accelerate gift processing. I think having the same setup of how gift s...1 Reviewed: Voting Open
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Add Filter for Opportunity Date Added in NXT Reporting
We drive our major giving through opportunities. We want to report on moves management and look at opportunity statuses and see how long they are in the pipeline by status ideally monthly. In insights you cannot filter by opportunity date added ho...4 Reviewed: Voting Open
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Reporting based on Opportunity Status, and not just Prospect Status
I understand there will be reports based on Prospect Status - how quickly a constituent moves through Prospect Statuses. My organization tracks a constituent's move through the solicitation cycle via Opportunity Status as we have many constituents...2 Planned