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