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Ability to soft credit opportunities or to add to multiple constituents records
i.e. spouse/multiple trustees of a trust2
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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
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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
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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
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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
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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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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... -
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
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Maintain "Include inactive" checkbox in Opportunities tile for all records viewed as default
When you click on the "Include inactive" checkbox in the Opportunities tile, you are able to view all opportunities for a constituent. This is important for fundraisers to see all major asks made to a constituent even if they have been coded as in...3 Reviewed: Voting Open
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Soft Credit for Opportunities
For the same reasons it is necessary to be able to soft credit Gift records, there needs to be a way to have an Opportunity reflect in multiple Constituent records. My organization does not want to input duplicate or shadow Opportunities in our ...1