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Filter on Opportunity Custom Fields in Webview Opportunity List
We should be able to filter/sort by Opportunity Custom Fields in an Opportunity List in Webview. If the field exists, we should be able to at least view it in the list, and ideally be able to filter by it.0
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When opening the opportunities list view, you can no longer view inactive
You can view inactive opportunities in the tile view, but when you expand to view all with more details, it defaults back to only the active ones and you cannot toggle it.0
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If I am building an Opportunity List, the filters should incorporate all fields in opportunity.
No description provided0 Reviewed: Voting Open
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RE NXT Insights - Ability to filter an insight by gift amount
Within RE NXT Insights, there needs to be the ability to pull insights with giving amount as a filter. In most cases, development staff is measured on what they have in the pipeline for opportunities (asks) and actions (where they are in developme...2
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When you click on Lists > Opportunities, you guys should add a line item that totals at the bottom the Ask, Expected and Funded amounts
While in RE NXT, when you click on Lists (in the top left corner of the screen) you get a drop down menu and if you select Opportunities you get a list of all Opportunities that have been entered in NXT. We would highly value if you guys add a lis...1 Reviewed: Voting Open
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Have the ability to recover exports/files accidentally deleted
No description provided0
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Change the refresh rate on Opportunity/Proposal Staus to real-time
I understand from support chat that changes made in database view trump changes made in web view. So, a user could make a change in database view before another user makes a change in web view, but the record will revert back to the database view ...0
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Custom Fields in Opportunity Lists
In the same vein of wanting to be able to filter on custom fields within proposal, we would also like to be able to choose these as columns on our custom lists so that we could sort by those fields.6
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Original Ask Amount in Opportunity Lists
We would like to see the original ask amount for a proposal, compared to what was actually asked and what was actually funded/closed. It would be great to have this as a column in opportunity lists because unfortunately, the only way to export tha...0
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Add ability to mark opportunity as inactive
When our fundraiser starts a new opportunity with a donor, they need to mark the previous opportunity as inactive. I don't see that as an option in RE NXT.3