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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
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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
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Opportunities List for Fundraising Dashboard
It would be useful if NXT allowed the user to use a previously created opportunities list to create a fundraising dashboard. This would allow us to track revenue to date.0 Reviewed: Voting Open
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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 webview also including allocations14 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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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
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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