-
Automate closing opportunities if an opportunity is open and a donation is made
If an opportunity is open, and a donation is made, it would be nice to be able to automatically (with confirmation of course) to close the opportunity. This would be a good way for the administration team to be able to update the RE or NXT records...0 Reviewed: Voting Open
-
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 Reviewed: Voting Open
-
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 Reviewed: Voting Open
-
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
Reviewed: Voting Open
-
Summary of Linked Gifts in Opportunities
The "amount funded" in Opportunities does not add up actual gifts linked to the Opportunity. It would be great to have a quick view of the total amount of gifts actually linked to the Opportunity, especially for opportunities that have many smalle...4 Reviewed: Voting Open
-
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 Reviewed: Voting Open
-
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 Reviewed: Voting Open
-
Review committed vs. received gifts for an Opportunity
It would be great to be able to quickly review the Total of Committed Gifts for an Opportunity and the Total of Received Gifts for an Opportunity. The current Ask, Expected, and Funded amounts can be manually modified (undesired) and data is not a...0 Reviewed: Voting Open
-
Allow for adding an attachment to an Opportunity while adding it
When creating a new Opportunity, there is no provision for adding attachments at the same time. One has to create the Opportunity, and then go back and OPEN the Opportunity in full detail in order to add attachments. Neither can attachments be add...2 Reviewed: Voting Open
-
Default Set functionality for Opportunity records
In RE 7 proposals, we can create default attribute lists that can be loaded using the "Load Defaults" option from the proposal menu when creating or updating a proposal. This functionality is very useful and should be brought into RE NXT webview o...2 Reviewed: Voting Open