-
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
-
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
-
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
-
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
-
Create and track goals related to Actions and Opportunities in web view
The Analyze fundraising action and proposals are great, they would be greater if we could apply goals to them so the analyze is comparing to a goal for metrics.1
-
Ability to soft credit opportunities or to add to multiple constituents records
i.e. spouse/multiple trustees of a trust2
-
Add Custom Field to Opportunities when Adding New Opportunity
While inputting an Opportunity into RENXT, the Custom Fields are not included in the initial entry process. You have to open the Opportunity up and then you can add something to Custom Fields. This makes the field easy to forget about when adding ...1
-
Let's delete opportunities directly from RE NXT Web view!
Would be a lot faster for us small shops, where we're all doing data management, all the time.0
-
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
-
Add functionality to filter Opportunity List by Prospect Classification
I want to segment Opportunity lists by Prospect Classification. However the Prospect Classification field is not available as a Filter, nor can you base an Opportunities list on a query (as you can for all other list types). Please add one or the ...1