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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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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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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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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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Please add ability to turn off Opportunity Reports
Hi, we set up Opportunity reports to be emailed on a regular basis to team members. We now wish to turn off those reports but there is no functionality to do that. Please add ASAP. Thanks0
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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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Database View Constituent Export Active Opportunities Only
The ability to export only active opportunities, as well as opportunities of a specific 'Purpose" should be added to constituent exports.1
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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
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Recurring Opportunities/Actions
I have many grant proposals that we submit annually, on the same date. It would really streamline workflow to be able to set up recurring actions and opportunities, so that I don't have to manually add them. Or, as an alternative, if I could impor...5
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Allow for filtering and out put of opportunity custom fields in NXT lists
We track some of our most important info in attributes/custom fields0