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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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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...1
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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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Merging should Include Opportunities
Why can't opportunities come over when merging donor records? Random0
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LInk gifts to opportunities using web view
Currently, you can only do this using database view1
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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 ...12 Reviewed: Voting Open
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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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Split Opportunities
A limitation in Raiser's Edge 7 was that we could not split proposals to more then one campaign and/or fund. Could we make this possible in Raiser's Edge NXT. This is something we can do in Blackbaud CRM and a big desirable in NXT. Of course you c...7 Reviewed: Voting Open
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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
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Allow actions to be linked to more than one opportunity
Our major gifts team will often meet with a donor about two distinct opportunities in one meeting. For example, the donor might have a proposal for a planned gift and another proposal for an event sponsorship. It would be helpful if they could wri...0