-
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
-
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
-
Review committed vs. received gifts for an Opportunity
It would be great to be able to quickly review the Total of Committed Gifts for an Opportunity and the Total of Received Gifts for an Opportunity. The current Ask, Expected, and Funded amounts can be manually modified (undesired) and data is not a...0
-
Create Opportunity Query type
There's no way to pull a list of opportunities in a query! You can only pull a constituent/individual/organization query with opportunities information. However, you can pull an Opportunity list in NXT, but you can't save it as a static query. Thi...0
-
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
-
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
-
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
-
Allow recurring gifts to be linked to a proposal
Recurring gifts are the only gift type not able to link to a proposal. We need to be able to link those.0
-
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
-
Add Gift Type field to available filters and columns when creating a list in NXT for Opportunities
Our team uses the Gift Type field to determine whether an Opportunity/Proposal is a Cash or Planned/Deferred gift. Most of the other fields that are available when entering an Opportunity on a record are usable as a filter and showable as a column...0