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Only export current fundraiser in Opportunity export
Every month, I export (for each fundraiser), their Portfolio and Opportunities. In the 'Constituent Assigned to', it is pulling all current and former fundraisers. Can the export only pull current fundraisers (no end date)?0
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Maintain or Add default settings for Actions and Opportunites for funds and Campaigns
I have defaults set for funds in the RE application so that the correct campaign pulls up during gift processing and when loading actions. It would be great if those defaults carry over to actions and opportunities so that gift officers could ente...2
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In opportunities, add field(s) for expected payment schedule
I pull a detailed report of opportunities in order to see and assess the fundraising pipeline (how many opportunities are we going after? what is the total ask amount and total expected amount across all opportunities in the pipeline, in solicitat...0
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Make Proposal Reason field available in RE NXT
Our proposal statuses are basic and the Reason gives more detail. For example, we have a status called 'Closure' and use the reasons to give specifics, such as 'Gift/Pledge Received', 'Withdrawn', 'Declined'. It would be great if we didn't have to...3
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Add Opportunity Status time in stage filter, API endpoint
This duplicates https://renxt.ideas.aha.io/ideas/RENXT-I-285, but that one is marked 'already exists' when it does not. Add a filter for Opportunity 'time in status' in NXT lists, and/or add an API end point for Opportunity Status time in stage. W...0
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OLX should automatically update records within RE database when hard bounces occur
I feel like what is the point of using OLX for email appeals if the system isn't going to update the records in RE. That means that all hard bounces I have to go in and run a report from OLX and then update each record individually within RE. I fe...0
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Export an opportunity list in NXT to a pdf and excel
Please add the ability to export an opportunity list from NXT to a pdf or excel.0
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Change Opportunities tab to be called Proposals
I would like to be able to change the Opportunities tab to be called Proposals, like it is in the database view.9 Will not implement
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Bring Proposal source to the web view
this field is in database view- but not in web view- please add0
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Filter opportunities by constituency code
Enable CFR function to separate out opportunities related to corporations and foundations.0