Default Set functionality for Opportunity records

In RE 7 proposals, we can create default attribute lists that can be loaded using the "Load Defaults" option from the proposal menu when creating or updating a proposal.  This functionality is very useful and should be brought into RE NXT webview opportunities.

  • Marc Roy
  • Jan 8 2019
Opportunities
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    • Joel Raasch commented
      February 26, 2020 16:18

      If you're interested in the nine ideas like this one and their 276 vote total, here's the breakdown as of 10 a.m. Central: 

      Enable Action Default Sets in RE NXT Web view RENXT-I-869 49 votes
      Default Set Functionality RENXT-I-1249 40 votes
      Default note on actions or action track RENXT-I-296 4 votes
      Ability to use pre-loaded Action templates RENXT-I-1242 15 votes
      Enable the ability to use Action Defaults in NXT RENXT-I-943 38 votes
      Use action default set in NXT RE7-I-4203 75 votes
      Ability to "add defaults" to opportunities RENXT-I-1958 7 votes
      Maintain or Add default settings for Actions and Opportunites for funds and Campaigns RENXT-I-630 6 votes
      When adding an action note on RE NXT I would like to give the action note a type. In order to do this I have to save the action and then add the note. Please include note type in the add an action box. RENXT-I-1126 42 votes

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    • Joel Raasch commented
      February 26, 2020 16:13

      By my count today, the NINE separate ideas posted in RENXT and RE7 that ask for default sets in RE NXT have a combined voting total of 276 votes! With that many votes, after you remove the other popular ideas Blackbaud has already marked as "Planned" or "Reviewed: Voting open", this idea is now in FIRST PLACE IN TERMS OF POPULARITY!!!

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