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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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Allow for testing environment for JustGiving campaigns.
It would be nice to have a draft/development environment for JustGiving campaigns. In addition, copy features, fund selection, and/or priority area dropdown to select focus would be helpful.0
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Add the possibility to change constituent of an opportunity
We have a donor who has changed their mind and now wants to give through their company. The opportunity contains information that we would like to retain. It would be nice to be able to change the constituent of an opportunity.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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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
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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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The ability to restore a deleted opportunity/proposal from database view.
Currently there is no way to restore a recently deleted opportunity or proposal from the constituent record in RE.0
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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