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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Add the ability to export/Report on Opportunity Status History from RE NXT
RE NXT solves one of those classic issues from Database view - tracking when an Opportunity changes status. It gives a full history with timestamps automatically, which I love. We need to be able to monitor how long our opportunities are spending ...3 Reviewed: Voting Open
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Add the possibility to change constituent of an opportunity
We have a donor who has changed their mind and now wants to give through their company. The opportunity contains information that we would like to retain. It would be nice to be able to change the constituent of an opportunity.0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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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.1 Reviewed: Voting Open
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Opportunity List in NXT to show description in Action columns
When creating Opportunity lists, you can choose to have the last and next action as columns. They just show the type of Action but it would be useful if the description of the action is displayed as well. Then can see instantly what that last and ...0 Reviewed: Voting Open
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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...4 Reviewed: Voting Open
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Ability to filter Opportunities by the current Relationship Assigned Solicitor (Fundraiser)
Currently the Opportunity page calculates the total by Opportunity Fundraisers (past and present). Our Team would like to have the ability to filter Opportunities based on the current Relationship Assigned Solicitor, which can be different than th...0 Reviewed: Voting Open