Add Opportunity Purpose when adding an Opportunity | Ideas for RE NXT

Add Opportunity Purpose when adding an Opportunity

I would like gift officers and prospect managers/researchers to be able to add a Purpose to the table as they are adding the opportunity from NXT.

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Nov 14 2018

Opportunities

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Cheri Martin commented

18 Jan 18:14

I would like to be able to pull a list of organizations with the primary contact that does not include the spouse when the spouse is not affiliated with the organization. Currently when I pull a primary contact, the primary addressee shows up which is both constituents.

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Cheri Martin commented

18 Jan 18:12

I would like to be able to run a gift report that shows cumulative giving for a household. Currently I can only run on individual constituents and then need to manually combine their giving for an annual report of giving.

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