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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
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Allow multiple constituent records to be attached to an opportunity.
Similar to soft-crediting, sometimes more than one constituent record can be tied to an opportunity (i.e. couples, company and employee(s), two friends) especially if you're taking a multi-pronged approach to a major ask.2
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Opportunity priority field
We would find it helpful to have a priority field on the Opportunity level. I know we could use the attributes field, but having something more defined that could be filtered on would be great. Our officers have large pools and like to break them ...0 Reviewed: Voting Open
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Filter the NXT Portfolio list to see whether the Constituent has an active Opportunity
When looking through a Fundraiser's Portfolio, it would be incredibly useful to be able to see which of them do not have an active Opportunity, rather than having to manually compare the Portfolio list with the Opportunities list. This would allow...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
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Email or Mailing opt in form for website
It would be helpful if there was a way to create a form for our website that people could input their information to be added as prospective donors.0
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Opportunity Action Notes Should Be Exportable -- Add them to the columns.
EVERYONE wants an export of what their next step is -- but not everyone has access to NXT! The Dean just isn't going to go there and look up what to do! We have to be able to export this data and give them lists to do! She also needs to know what ...2
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Default solicitor on Opportunity to user adding the opportunity
In most use cases, the user adding the opportunity through webview is the person who is managing the opportunity. The opportunity should default to that user as solicitor instead of making the user click to add themselves.0
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Export Opportunity Lists in RE NXT Web View + Enable Save As Query
Currently, any list created under Opportunities in RE NXT Web View can only be saved for viewing... viewing only... One cannot save these lists as a query from NXT web view and into the database view for exporting, editing, organizing or printing....0
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Add batch numbers to the Transaction Search in Merchant Services through RENXT
I currently run and export a query in RE Database view and then export a filtered transaction search through the Merchant Services section of RENXT. I then do a VLOOKUP using the transaction ID to identify which batch number each transaction is pa...0