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Allow Opportunity Fields to be made Required on WV
Several fields in Opportunity/Proposal are essential to our reporting, helping us forecast and report on how much money was asked vs expected in each of our portfolios. Being unable to make these fields required has caused large information gaps s...0
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Make the proposal/opportunity import ID filed available in query
Updating proposals/opportunities by clicking into them one at a time is not an efficient method when mass updates need to be made to several proposals quickly. The proposal/opportunity import ID enables the unique identification of proposals, allo...2 Reviewed: Voting Open
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Enable required field support for Opportunities in web view
Enable the ability to set required fields on Add / Edit Opportunity forms
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Reviewed: Voting Open
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Add ability to view properties of opportunities
Viewing properties for proposals is essential to see recent changes, and import ID information for proposals is vital for identifying a specific proposal, knowing when changes were made, and by which user. -
Copy Opportunity from one constituent to another - like how you can with Actions!
During large campaigns, we want to catalog the same opportunity for multiple constituents. Rather than input 300 Opportunities, can we have a "Copy To" option just like we do for Actions?0 Reviewed: Voting Open
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Allow bulk changes to Opportunities (Proposals)
We need the ability to make bulk changes to opportunities using Global Change. In database view the global change feature for Proposals (Opportunities in Webview) only allows changes to ALL opportunities. We need to be able to change a selected nu...2
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Have a seperate security access between prospect and opportunity.
Some user's may need to be able to update information on opportunities but not on prospect info such as classification, statuses and financial info. Manager or team member may be responsible to assign prospects to fundraisers and manage the classi...0 Reviewed: Voting Open
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Filter by custom fields in opportunities.
Because some fields don't exist in NXT that are in the database for Opportunities it is really important to be able to filter by custom fields. In the suggestion about adding a couple of fields that are in the database- https://community.blackbaud...10 Reviewed: Voting Open
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Gift Batch Prompts should include Proposals/Opportunities
When you are entering a gift batch in RE7, a prompt arrives when you add a constituent with a recurring gift that says "this constituent has a recurring gift! Did you want to apply this gift to the recurring?". This same functionality should exist...4 Reviewed: Voting Open
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Workflow Designer to allow for Opportunity records and updates to Opportunities
Vote YES!!! if you would love to have workflow designer manage your staff workload for constituents with opportunities. Workflow Designer currently only allows for criteria of new gift. Would be nice if it could look at other records in the system...5 Reviewed: Need Further Info