Filter by custom fields in opportunities.
We do have to be careful about bloating the default fields in NXT. In some cases, if fields are not commonly used, it may make sense to use custom fields. Is that an option for any of these - Rating, Instrument, or Type of Gift? Can you explain how these fields add value for your users? What are they doing with that data?
Would other field names make sense...for example maybe Rating would be better named as "Likelihood"?
Renamed fields do not carry over to NXT with their custom name - only the default name is used (ie. Instrument would show instead of Format).-
Adding some of the fields from the DB to NXT is already coded as shipped (only a couple of the fields needed were added) so this needs to be available as well.
If the thought is to use them more then we need to be able to filter by them.
Filtering by custom fields is available in Constituent and Gift lists right now, needs to be available for all types of lists.
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Matthew Nareff
- Oct 24 2017
- Reviewed: Voting Open
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- +21
Related ideas
Very discouraging to see this initial idea is almost 6 years old. Makes me very doubtful it'll ever happen. I don't understand why custom fields are available on other list types but not Opportunity lists.
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Please let us use all the fields! It's frustrating to enter records with the information we need to track, and then not be able to access that information in lists, reporting, etc.!
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Please can this be implimented soon? It's a real difficulty for us.
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When are custom fields available to filter in lists? We need this to track and report on specific opportunties.
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My fundraisers would love it if we could filter/sort opportunities based on Constituent data, like location. And because we don't have access to Opportunity attributes in NXT, we can't even hack the system by adding the constituent region to an opportunity attribute. Just GIVE ME ALL THE FIELDS.
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In our RE7 database, we've used proposal attributes (custom fields in NXT) to help flag budgeted proposals. However, looking up opportunities in NXT doesn't give you the option to filter by those custom fields or allow you to create an output column of custom fields. Either solution would go a long way towards helping with prospect review and keeping my team's fundraisers up to date.
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