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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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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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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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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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The ability to allocate a % share for each canvasser allocated to an opportunity
Currently you can allocate a monetary value to a each canvasser on completion of a gift agreement. A % split would allow dynamic reporting on expected income for each canvasser (when combined with ask value and likelihood or expected value) so the...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...0
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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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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 ...1