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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
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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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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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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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Ability to 'sync' or ability to 'Edit' names of Fields (Under configuration - Fields) in RE NXT (NOT to add to the tables or any additional values)he field lists
A 'sync' between RE NXT view and the RE database view will ensure correct values for the fields. If syncing is not possible, the ability to edit the Field name to make sense of the values, as there are often more than one department who use the sa...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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Have the ability to recover exports/files accidentally deleted
No description provided0
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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