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Prospect Insights - Add a filter to review by Solicitor Type
We use Solicitor Type for Primary relationship manager and secondary relationship manager. The same constituent is showing up when I filter by fundraiser due to this. It would be extremely helpful if I could tell it to only show a certain solicito...0 Reviewed: Voting Open
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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 Reviewed: Voting Open
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Report and Export on Prospect Status History
No description provided3 Reviewed: Voting Open
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Add ability to mark opportunity as inactive
When our fundraiser starts a new opportunity with a donor, they need to mark the previous opportunity as inactive. I don't see that as an option in RE NXT.3 Reviewed: Voting Open
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Add Opportunity Status to Prospect Insights
When Reviewing Prospect Insights for Undergiving, we often have opportunities for our gala or radiothon in place and it would be useful to see the statuses of those before adding another Opportunity to address undergiving with major donors.0 Reviewed: Voting Open
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Add notifications to fundraisers that an assigned constituent has registered for an event
They would like a notification that an assigned constituent has registered for an upcoming event. Then a text message is sent to the solicitor/fundraiser when the constituent checks in at the event.0 Reviewed: Voting Open
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Allow Opportunities to be assigned to multiple constituents
Right now Opportunities can only be assigned to one constituent. But sometimes we end up working with multiple constituents on the same opportunity.2 Reviewed: Voting Open
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Prospect Insights - add link to ResearchPoint
It would be very helpful for there to be a direct link to ResearchPoint when reviewing these prospects in Prospect Insights. It would allow us to dig deeper into their giving and update their ratings if needed if there was a link from PI straight ... -
Add the ability to query for the up-to-date Prospect - Wealth Rating
When pulling the Prospect - Rating in a Query, it is not possible to search only for up-to-date Ratings. For example if a constituent has one older Rating called "X" and one up-to-date Rating called "Y", and now you want to pull all constituents w...0 Reviewed: Voting Open
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Notes under opportunities
As a field Development Officer I make visits to remote areas and like to take a look at my last notes on visits and prior proposals/opportunities left with my donors. It would make more sense to have the ability to place notes directly under oppor...9 Reviewed: Voting Open