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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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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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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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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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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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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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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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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 for testing environment for JustGiving campaigns.
It would be nice to have a draft/development environment for JustGiving campaigns. In addition, copy features, fund selection, and/or priority area dropdown to select focus would be helpful.0