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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
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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.1
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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.0
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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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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
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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...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 ... -
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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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