-
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...Reviewed: Voting Open
-
Edit workflow
Please allow us to edit workflows so we can tweak existing workflows, especially as more functionality rolls out.Reviewed: Voting Open
-
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...Reviewed: Voting Open
-
Ability to Add Action Tracks in NXT Webview
It would be helpful to be able to add and use action tracks in Webview. I found a help article to set up a workflow instead but our version only lets us setup an email workflow. We use many action tracks for different parts of our programming and ...Reviewed: Voting Open
-
Allow users to set the Completed Date separately from the Action Date when creating actions through the Blackbaud Outlook Add-in.
When logging historical emails, users can adjust the Action Date, but the Completed Date is automatically set to the date the action is created. This can make action records appear misleading when viewed later. Adding an option to edit the Complet... -
Ability to link actions to inactive opportunities in Web View add "show inactive" option
Currently, the web view displays only active opportunities when linking actions. It is essential to allow users to see and link actions to inactive opportunities by providing a "show inactive" option, since some actions might need to be linked aft... -
Allow a solicitor to only view the constituents who are assigned to them.
We want to give our volunteer solicitors the rights to log in and view only the the constituents who are assigned to them. This isn't an option in security, but I can work around it by allowing them to only to view a specific constituent code. It ...Reviewed: Voting Open
-
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...Reviewed: Voting Open
-
Add opportunity fields in NXT work center, opportunities section
All of the fields on the right-hand side of the proposal screen in database view would be extremely helpful to replicate in the NXT view. We use "type of gift" in the proposal screen to distinguish between a planned gift proposal or otherwise but ...Reviewed: Voting Open
-
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...Reviewed: Voting Open
