Ability to link a gift to an opportunity

Currently the only way to link a gift or payment to an opportunity is through the RE 7 Database view.  This is functionality that should be available from a gift record in the NXT webview.

 
  • Marc Roy
  • Jan 8 2019
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  • Hillary Cote commented
    28 Feb 23:01

    We don't use NXT gift entry because of its very limited function. When they added pledges today, I thought we might be able to transition to web view. However - it doesn't make sense to do this if my gift processor can't link to opportunities. It's not a good process to have her switching back and forth between systems. This would be a huge help.

  • Guest commented
    21 Feb 14:58

    Having to use DB View for a functionality that exists primarily for NXT users seems very silly indeed!

  • Lee Rendell commented
    April 01, 2021 14:44

    As someone who is new to using NXT - this functionality would be astounding. All of our Donor Relations Officers currently have to get into database view to link gifts with the related opportunity/proposal, and this is how we track performance of our proposals. I'm surprised frankly this request isn't more popular. It would be a huge time-saver.

  • Timothy McDermott commented
    November 01, 2019 21:04

    Bob's suggestion has merit, however, our protocol here is the fundraisers have this responsibility as they are most likely to know when a gift should be linked. It's crazy that they will have to toggle to the database view to do this.

  • Bob Hatcher commented
    January 23, 2019 18:38

    Perhaps it would be better if the opportunity in NXT triggered the person in RE who is entering the batch. We have a challenge with the batch entry because we do not know if the gift is designated for a specific fund unless they go out to look at NXT and see if it is there.

  • +1