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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 Confidence to Opportunities
We use the Confidence ratings to help determine a pipeline for future funding. It would be helpful if that was included in the Opportunities in the web view so our DOs don't have to go back in to the proposal in the database view.1 Reviewed: Voting Open
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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
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Soft Credit Actions
When a fundraiser meets with multiple prospects for an opportunity, it would be useful to link the action/contact report to multiple constituents. Needed especially for Households and Family groups- i.e.: met with Father, Mother and Daughter about...
5
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Make PROPOSAL NOTES (database view) visible for OPPORTUNITIES in webview
Proposal Notes seem the best place to record overall proposal strategy and other material too general to put in action notes.3
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Allow Permissions to Link Gifts to Opportunities without any other Gift Permissions
It would be great if we could allow our fundraisers to link gifts to opportunities without giving them the permission to edit gifts. We do not want our gift officers to have more permissions than they need but it would be ideal if they could link ...0
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The ability to allocate a % share for each canvasser allocated to an opportunity
Currently you can allocate a monetary value to a each canvasser on completion of a gift agreement. A % split would allow dynamic reporting on expected income for each canvasser (when combined with ask value and likelihood or expected value) so the...0
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In Work Center Opportunity Summary Table - Allow # of Days in "Current Status" to be displayed as column
This would allow you to filter on specific status types, and then sort them by how long they have been in that status. That would allow you to take action on opportunities that are aging and/or need attention.0