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Organization Contact Doesn't appear in NXT Opportunities
We have historically tracked the 'contact' from an organization who we solicited on proposals in years past. This field doesn't exist in NXT and we need for that to be available when adding opportunities OR editing the opportunity.7
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Auto add or options to link a task to another constituent
A way to add an action into one constituent and then tag another constituent in the action so I don't have to copy and paste the second action as a task. For example: I want to add an action tied to an opportunity in a trust record, but then also ...0
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Add Rejection Reason Field to Opportunities in NXT
In RE, users can track why a proposal was rejected (Timing, interest, etc.). This field does not exist in NXT and our fundraisers have said they would like to be able to track why an opportunity was rejected.0
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Opportunity/proposal notes and actions
Got grants. Need the same notes and actions functionality on the the opportunity tile in a constituent record in web view that exists in proposal on the prospect tab of a constituent record in database view. The higher level, more general notes an...0
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Allow Opportunities to be assigned to multiple constituents
Right now Opportunities can only be assigned to one constituent. But sometimes we end up working with multiple constituents on the same opportunity.2
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Notes under opportunities
As a field Development Officer I make visits to remote areas and like to take a look at my last notes on visits and prior proposals/opportunities left with my donors. It would make more sense to have the ability to place notes directly under oppor...9
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Flag Opportunities as Past Due once the deadline passes
Currently the only way to do this is to filter by Opportunity status and Deadline date. This seems like the kind of thing that should automatically update. Actions do this and you can filter on Past Due actions.0
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Add Giving Prefrences Via NXT
Under Prospect Management I love that I can now see giving preferences via NXT but because these are things our solicitors may adjust after visits it would be nice if we could add or subtract in the NXT view.10
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Add constituent ID to Opportunities List exports
Please add the constituent ID to the opportunities list exports so that I can use vLookup to match against existing lists that I have.1
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Add Gift Type to Opportunities list filter options
Tracking Gift Types in Opportunities is extremely important for us...adding gift type to the Opportunities list filter options would greatly help not just our planned giving officers, but our grant managers and other fundraisers to work more in NX...3