Filter Opportunities by Campaign, Fund, and Ratings
It is important for us to filter by the campaign, fund, and the ratings when reviewing what we have in our pipeline. I don't understand why you would not make all the fields from the proposal dialog box available to filter by
This one was fun to mark Shipped. As a customer for 8+ years, I constantly saw the value of this idea (which is why you may notice a few comments from customer Blake Moody).
Yep, that's me. Glad we were able to ship this into Lists.
I was just looking at this with our Grants Manager. She would like to move away from her excel file and be able to rely on NXT for all her tracking but needs to be able to filter opportunities by Fund to do that.
As I am sitting down looking at how we are doing on our 2018 opportunities and tracking assignments, it is hitting me in the face again that this isn't available yet. There aren't a lot of filter fields available for the opportunities in lists, so would be great to use that real estate for these filters.
this would be incredibly helpful - right now we have to manually calculate which campaign the proposal falls under in preparation for our prospect management meetings, or we have to pull the data from RE7 and have it printed for the meetings
Yes, please!! We are really increasing the use of the Opportunities analysis dashboard by our program managers, and they need to be able to focus on those specific to the funds that funnel into their programs. A simple filter would make this incredibly valuable in communicating between development staff and program staff about the fundraising efforts being expended for each fund/program area.
The more I use opportunities the more I wish we could filter on campaign and fund. Since our funds represents one of our branches campaign, we have a work around to mass assign the branch development director to all opportunities for a given fund. But I don't like having to do work-arounds because such a crucial field is not available.
Campaigns are our basic building block for determining what fiscal year and what location a gift is for. If we can't filter by campaign, we're lost and this is completely unusable.
These would be really important to us as well, especially if we were to start a major campaign and want to be able to see what proposals are out that specifically refer to that campaign.
This one was fun to mark Shipped. As a customer for 8+ years, I constantly saw the value of this idea (which is why you may notice a few comments from customer Blake Moody).
Yep, that's me. Glad we were able to ship this into Lists.
This is mission-critical for us. Without these fields available as output and filter options, I can't get our gift officers to use NXT.
I was just looking at this with our Grants Manager. She would like to move away from her excel file and be able to rely on NXT for all her tracking but needs to be able to filter opportunities by Fund to do that.
As I am sitting down looking at how we are doing on our 2018 opportunities and tracking assignments, it is hitting me in the face again that this isn't available yet. There aren't a lot of filter fields available for the opportunities in lists, so would be great to use that real estate for these filters.
Ability to also filter on "Likelihood" would also be outstanding.
this would be incredibly helpful - right now we have to manually calculate which campaign the proposal falls under in preparation for our prospect management meetings, or we have to pull the data from RE7 and have it printed for the meetings
Yes, please!! We are really increasing the use of the Opportunities analysis dashboard by our program managers, and they need to be able to focus on those specific to the funds that funnel into their programs. A simple filter would make this incredibly valuable in communicating between development staff and program staff about the fundraising efforts being expended for each fund/program area.
The more I use opportunities the more I wish we could filter on campaign and fund. Since our funds represents one of our branches campaign, we have a work around to mass assign the branch development director to all opportunities for a given fund. But I don't like having to do work-arounds because such a crucial field is not available.
Campaigns are our basic building block for determining what fiscal year and what location a gift is for. If we can't filter by campaign, we're lost and this is completely unusable.
These would be really important to us as well, especially if we were to start a major campaign and want to be able to see what proposals are out that specifically refer to that campaign.