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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
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Allow us to link actions to multiple opportunities.
We have had a few occasions where a solicitation or verbal pledge for a donor has been blended between two proposals, or a donor simultaneously ends / declines one proposal and leaves an opening for a new one. In addition to using proposals to tra...1
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Add proposal attributes as filter and column options on opportunity lists in NXT
We currently use proposal attributes, but there is no way to query on them in a list in NXT or put it in an output column.0
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I would like to be able to view - on one page or one report - everyone in a fundraiser's portfolio and their corresponding actions and opportunities.
It's useful to see all this information in one place. I want to have a snapshot of the fundraiser's portfolio which includes any active opportunities/proposals and their next action.0
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Query which opportunities have an attachment
We need to be able to query all opportunities that have a proposal attached to them.0
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Display Donor is Anonymous and Gift is Anonymous fields for Opportunity Lists
We do not display anonymous donor names on any printable reports, even if internal. Until this is updated across all exports (thank you for adding it to the ones you did), it kind of renders the exporting function useless (where it does not displa...0
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Allow Custom Fields to show up as a column choice on the Opportunities tab
Please give the option for custom fields to be used as columns on the main "opportunities" page. Our organization has created a custom field for "Forecasting amount", which is used as a placeholder for the amount that the fundraiser is planning on...0
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Add more fields to the Webview Opportunity
on the database "proposals" you can add reason, rating, note, etc.... Would like to have all fields available on the webbase view also.2
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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