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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
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Connect Appeals and Packages to Opportunities
I am working on getting our gift officers to use Opportunities more. I think that having the ability to add the appeals and packages that go with an opportunity on to it would accelerate gift processing. I think having the same setup of how gift s...0
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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
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Share opportunities
We often solicit by households rather than individuals, so it would be helpful for spouses or other relationships to both be linked to the same opportunity rather than just having it exist on one constituent record.0
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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
16
Reviewed: Voting Open
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Opportunity List in NXT to show description in Action columns
When creating Opportunity lists, you can choose to have the last and next action as columns. They just show the type of Action but it would be useful if the description of the action is displayed as well. Then can see instantly what that last and ...0
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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...7 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
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Filter Opportunity List by Fundraiser details
Please add the ability to filter Opportunities by Constituent Assigned to and Solicitor Type. This would help greatly in differentiating responsibility when we have a primary and secondary solicitor on a constituent record. The proposal assigned f...3 Reviewed: Voting Open
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Add Filter for Opportunity Date Added in NXT Reporting
We drive our major giving through opportunities. We want to report on moves management and look at opportunity statuses and see how long they are in the pipeline by status ideally monthly. In insights you cannot filter by opportunity date added ho...4