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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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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
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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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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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Review committed vs. received gifts for an Opportunity
It would be great to be able to quickly review the Total of Committed Gifts for an Opportunity and the Total of Received Gifts for an Opportunity. The current Ask, Expected, and Funded amounts can be manually modified (undesired) and data is not a...0
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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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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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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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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