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Allow recurring gifts to be linked to a proposal
Recurring gifts are the only gift type not able to link to a proposal. We need to be able to link those.0
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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.5
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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 ...6 Reviewed: Voting Open
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Add Gift Type field to available filters and columns when creating a list in NXT for Opportunities
Our team uses the Gift Type field to determine whether an Opportunity/Proposal is a Cash or Planned/Deferred gift. Most of the other fields that are available when entering an Opportunity on a record are usable as a filter and showable as a column...0
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LInk gifts to opportunities using web view
Currently, you can only do this using database view1
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Gift Batch Prompts should include Proposals/Opportunities
When you are entering a gift batch in RE7, a prompt arrives when you add a constituent with a recurring gift that says "this constituent has a recurring gift! Did you want to apply this gift to the recurring?". This same functionality should exist...2
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In RE NXT under Opportunities, transfer/show the notes from the RE database prospect/proposal tab
With all of my grants/proposals that I have entered into the RE database under the prospect tab, then proposals, I also use the "notes" section within the proposal tab to discuss contacts/info related specifically to that proposal. However, I see ...13 Reviewed: Voting Open
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Merging should Include Opportunities
Why can't opportunities come over when merging donor records? Random0
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Allow custom fields to be added as columns in NXT lists
we build dashboards using oportunity lists. custom fields are key to identifying the clarifying the opportunity based on our own set of parameters.0
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Sort Opportunities in Webview
The Opportunity tile in Webview has no sorting format you can set or change to edit how they are displayed. The opportunities are supposedly ordered by date added, but I have found instances where that does not hold true. You can sort the way oppo...0