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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 for filtering and out put of opportunity custom fields in NXT lists
We track some of our most important info in attributes/custom fields0 Reviewed: Voting Open
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Allow a customisable table for Opportunity Status (like in Prospect status)
The table for 'Opportunity Status' seems to be hardcoded into Raiser's Edge NXT but the 'Prospect Status' is customisable. Can you make the 'Opportunity Status' customisable too please so that those of us who don't use the Prospect area can still ...0 Reviewed: Voting Open
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Ability to soft credit opportunities or to add to multiple constituents records
i.e. spouse/multiple trustees of a trust2 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 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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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 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Add the ability to delete an opportunity (data put on wrong record)
A user with supervisor rights should be able to delete an opportunity if it was put on the wrong record. Making it inactive doesn't remove it from the record.0 Reviewed: Voting Open
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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.2 Reviewed: Voting Open